In today's world, the CPA has more responsibilities towards the client. The responsibilities are no longer just to be an accountant or a tax preparer, clients expect and deserve that the CPA acts as their advisor which encompasses financial statement presentation, tax advice, and also to be in the position to advise the clients as to what type of mortgage they should have, real estate, insurance, and stocks and bonds they should buy or sell. The CPA should have licenses to back up his knowledge on what he advises the client with.

We, at the CSI Group, have put together CPAs whose qualifications go beyond the traditional tax preparation and accounting services. Our mission is to help our clients and achieve their goals. We protect and strengthen their network and maintain their financial peace of mind.

We accomplish our mission by using extensive knowledge, skills and experience of our professionals who, not only possess their CPA licenses, but are also Enrolled Agents, Attorneys, Real Estate Brokers, Certified Estate Planners, Certified Financial Planners, Certified Fraud Examiners and also hold many other licenses. In addition to meeting the standards of our profession, our goal is to provide service that is responsive, progressive and timely. Our active involvement in many professional associations insures our exposure to the list of emerging issues which enables us to further advise our clients and keep us abreast of the latest news in the tax laws.

We are one of the largest CPA and advisory firms in the Northeast. Our firm maintains and provides our clients with prompt and personalized service while accessing expertise in other areas as may be needed. We as CPAs and tax experts, are privy to a wide range of personal information about clients and, with that information, we are in a position to develop more than just a business relationship with our clients. We have become our clients trusted advisors and, very often, our client's friends. Our clients benefit from our close relationship because we advise them through the maze of their taxes, wealth management and investment related issues.

Our planning and our advisory services are designed around the specific client's needs and objectives. We do not limit our advisory to the recommendations of one professional, we assemble a team and our team assembles the entire family to ensure that our client's future generations will benefit from our advice and our actions. Our commitment to our client stems from our firm's service in all cultures and our observance of the highest of professional and ethical business standards. In assisting our clients, we always have the client's best interest in mind. This is the reason why we have become one of the best advisory firms in the country.

Our organization is large enough to handle all clients' needs regardless of income or business size. However, we have retained the mom and pop approach to provide our clients with quality and personalized service and the attention that our clients expect and deserve. Our clients do not get lost as a number in our firm; they are taken care of as individuals on a one-to-one basis with the entire team. Not only do the leaders in our firm ensure that our clients are served by the best, but they themselves are held to maintain the highest of standards.