I'm Very pleased with the service I received from CSI Group very professional from start to finish…read more And I am very big on first impressions and they nailed it. Will definitely be using them for my future business needs.

From the owner: CSI Group – Tax, Financial Planning & Investment Advisory…read moreNew Jersey and New York families trust CSI Group when they want more than a tax preparer — they want a team that handles their entire financial picture under one roof. We combine tax preparation, investment management, retirement planning, and estate planning into a single, coordinated relationship. No more chasing three different advisors or wondering if your CPA knows what your financial planner is doing. Our team works together so your strategy actually holds together. Every CSI client also receives a complimentary CSI360 Financial Health Checkup — a thorough annual review that shows you exactly where you stand and what to do next. Think of it like a physical for your finances. With 23 offices across NJ and NY, we've built long-term relationships with over 16,000 households — from young families just starting to build wealth to retirees protecting what they've earned. We call it integrated financial services. Our clients call it a relief.

Kevin was extremely thorough and explained everything to me! Helped me out tremendously, I even…read morerecommended him to my family.

From the owner: Every time we meet with a new business, we rediscover (together) the power of having the right…read moreinformation at your fingertips. Too many businesses are trying to grow with an anvil tied around their legs because they don’t know how to spot financial problems BEFORE they become a catastrophe — or they are missing out on real chances for rapid growth … simply because they were blind to the data that would have shown them the way.

Had my tax issue resolved promptly and professionally. I was impressed with the service.read more

From the owner: Modern Tax Advisors, LLC specializes in a variety of accounting services with outstanding support…read more We understand how busy you are, and with our expertise we can take care of your accounting needs quickly and effectively. We are equipped to handle the books for you, leaving you to worry less and live more.

Christine goes above and beyond for her clients, she makes you feel like family. I highly recommend…read moregoing to Surfside Tax for your all of your accounting needs.

From the owner: As your personal Belmar, NJ Accounting service, NJ Surfside Tax and Accounting manages your…read morebusiness and financial responsibilities as though they were our own.

Tom Neral did my personal taxes this year. I would definitely use him for any and all tax issues…read morethat I have in the future. He's knowledgable, friendly, his office staff are friendly, the work was done quickly, the price is right and the work was done well. What more could you ask for?

From the owner: Tax Return Preparation, Bookkeeping Services, Financial Statement Preparation, Auditingread more

Dan was referred to me by a friend who is risk and expense savvy..... and what a win!…read moreHire him as fast as you can, pay him what he wants. He is an understanding and ultra competent professional that knows his business.

DJ Duffy is a long time accountant who can handle any of your needs as a taxpayer. He is a very…read morepersonable and knowledgeable accountant.