About CSI GROUP, LLP. – CPAs

About CSI Group, LLP — Elder Law Staten Island New York

Elder law Staten Island families can work with CSI Group, LLP, a Richmond County firm of CPAs and financial professionals in New York. The team includes certified public accountants, IRS enrolled agents, certified estate planners, and certified financial planners. They organize into teams around each client’s specific need, which helps with later-life financial planning. Because aging decisions often involve taxes and assets, this financial focus is useful. The group serves Staten Island clients who want coordinated estate and financial guidance. Those comparing options can also browse the Staten Island attorney directory for legal counsel. The firm centers its work on tailored financial service.

Why Choose CSI Group, LLP

CSI Group brings CPAs, enrolled agents, and certified estate planners under one roof. That mix suits the financial side of elder law and estate planning. The firm builds teams around each client’s specific need. Its Staten Island base keeps service local for Richmond County families.

Elder Law Staten Island — Practice Areas & Services

Estate and financial planning support.
Tax preparation and IRS representation.
Certified estate planner services.
Financial planning for aging clients.
Coordination with legal counsel on documents.

Frequently Asked Questions

Does a CPA firm handle legal documents?

A CPA firm handles the financial and tax side of planning, not legal filings. Many work with attorneys who draft the documents. This pairing covers both the money and the law.

How do taxes affect estate planning?

Taxes can shape how assets are held, gifted, or transferred. A CPA can model these outcomes. Coordinating with an attorney ties the plan together.

Where would the related legal estate matter be filed?

Estate and guardianship filings go to the Richmond County Surrogate’s Court at 18 Richmond Terrace. That court serves Staten Island residents. An elder law attorney handles those court steps.

Quick Facts: Elder Law in Staten Island, New York

Local court: The Richmond County Surrogate’s Court handles estate and guardianship matters — NY State Unified Court System
Address: 18 Richmond Terrace, Staten Island, NY 10301 — NY State Unified Court System
Scope: Elder law often pairs legal planning with tax and financial strategy — Richmond County Surrogate’s Court

What People Say About CSI GROUP, LLP. – CPAs

CSI GROUP, LLP, located in Staten Island, New York, is highly regarded for its exceptional services in tax preparation, estate planning, and elder law. Clients consistently praise the firm for its efficient, professional, and knowledgeable staff, who prioritize their clients’ best interests and make the often daunting tax process as painless as possible. With a strong reputation built over many years, CSI GROUP, LLP is a trusted partner for individuals and small businesses alike, ensuring a smooth and timely filing experience.

Google Reviews for CSI GROUP, LLP. – CPAs

I have been going to CSI group for many years for tax preparation. I find the professionals there to be efficient, thorough and always looking out for my best interest.

The service that I received from the CSI group was outstanding. Everyone there was professional , polite and knowledgeable. I would definitely use their service’s every year going forward.

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

CSI filed my returns complete and on time. I was expecting to have a much larger tax bill than I finally did. Quite happy! Thank you, CSI

As a small business owner it’s vital to have an accountant who is knowledgeable and easily accessible as questions and unique situations arise. I was lucky enough to have worked with Girard @ CSI who has been an important partner in the growth of my company. I highly recommend them and look forward to working with them for many more years.

I was greeted by Ashley, spent time discussing my taxes with Jack and ended with Ashley. Both were friendly and very professional! My time was important to them as it was to me.

I am incredibly disappointed from start to finish. Staff did not follow-up on questions and demonstrated an attitude when confronted. This was the first time I used them and I will not used again. I asked for an estimate and office staff never gave me the answer despite several requests. I brought my mother and they charged her a very high rate and indicated they spent a significant time on the return. I asked for them to reconsider and I was told they would not consider as the individual aspects of her return required much work. I am doubtful and the attitudes did not mirror a family approach and a family that I no longer want to be affiliated.

I’m not sure what’s going on, but since November I have sent emails and been calling and honestly appalled by the lack of seriousness. I took my business elsewhere and went to H&R Block and got my taxes done.

Friendly staff. Great service.

Good service, moderately priced!

Everyone knows tax time is not fun but CSI Group makes it as painless as possible.

CSI Group, LLP, use highly trained associates, legal associates and support staff. They always respond quickly to my inquires.

Been using this firm for 5 or more years. Always a smooth procedure and takes the worry out of filing taxes. They are always professional and timely. Thank you for what you do.

I love the CSI Group. I have had them do my taxes for many years and am pleased with their knowledge and professionalism. I have fired several accountants in the past, but that won’t happen with the CSI Group!

CSI Group is the best accounting service in Monmouth County. I have been using them for 6 years, and they have always been top notch. Jack is my go to for taxes, and he is friendly, diligent and checks everything 3 times before he signs off on anything. I highly recommend them to anyone that needs their taxes done and anything else financial wise that they offer.

CSI GROUP, LLP. – CPAs