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CSI GROUP, LLP.

CSI GROUP, LLP.

Reviews Summary

The majority of reviews are highly positive (5-star), praising CSI Group for professional, knowledgeable, and friendly service, with many long-term clients highlighting stress-free tax preparation and expertise. A few negative reviews mention poor communication, errors in tax filing, and unresponsiveness, but these are outliers. Most customers recommend the company and plan to return.

About This Listing

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Multi-state Experience
Years of Practice
CPA License

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Multi-state Experience
Years of Practice
CPA License

Contact Information

Address

278 Brick Blvd

Brick Township, New Jersey 08723

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday 9AM-2PM

Customer Reviews

THE CSI Group is Excellent in the brick nj office I started using CSI group years ago when Phil Tinari was doing our taxes! I see Jack Tinari (Phil?s son) and he is excellent! I met Ashley today CPA in training she was so friendly. I also met Michelle and she came in the room and finished my appointment up also very friendly! I would recommend CSI group to my family and friends!! ????????????????????

My wife and I have been getting our taxes done by CSI Group for close to a decade, first through James and in more recent years through Jack in the Brick location. We get treated like family each time we walk through their doors and they make the whole process as stress free as possible. We will be returning to them for many years in the future.

We have been using CSI for many years. They have always come through for us. It?s quick it?s extremely professional. They know exactly what they?re doing. They have helped us every time not only with taxes but with finance as well.

Excellent experience working with Jack at CSI. He is super knowledgeable on the market and updated tax codes. Able to go through all my documents quickly and no long wait, just have to make sure you book your appointment far enough in advance because they do get busy.

Update! Worst garbage company I've ever dealt with. If you can get though after they hang up on you 20 times. Then they do your taxes wrong saying you will get a return then the irs reaches out to you saying CSI messed something up and you actually owe money.

I came to the brick office on March 17, 2022 to have my taxes done. I was told I would have a packet the first week of April which never came today is April 20 I am sitting in front of the office at 9:30 AM and the office is locked. I have called several times, I have emailed several times, and I never get a response. I have no idea whether my taxes were filed or not. This is very frustrating to say the least. I would not recommend this company to anyone as they have zero customer assistance. Note, my prev

We have been using CSI for our taxes the past 6 years and have no regrets. This past year we used Robert Grecco?s experience for the closing of our home. Truly a professional firm, highly recommend.

I?ve been working with CSI for the last two years and could not be more pleased with the level of professionalism and expertise from Tony Pellicano and the staff at the Califon, NJ office.

Great company they all take the time to answer all your questions and don?t put pressure on you no matter what your there for , taxes , wills , deeds . I am completely happy the way they handle all my matters

Simply wonderful experience and people to work with! Made the filling taxes stress free! Highly recommend

The team of caring and skilled professionals is always available to answer all your questions. My family has used this firm for many years snd intend to use them for many more!

I went here last year and Jack helped a lot. Everything was quick and easy and he was able to assist with lots of questions. Going here again this year.

CSI has been doing our taxes for years; I wouldn't want to go to anyone elses.

Jack was personable, knowledgeable and fast. Thanks for the great service!

Excellent, professional

Always excellent service and expert advice.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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