Taxes • Estates • Estate Planning

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1-800-829-5297

Our Credentials

Licenses

 

(IRS) Enrolled Agents

Empowered by the U.S. Treasury Dept. to represent clients before all administrative levels of the IRS for audits, collections and appeals

Attorneys

Accredited Tax Advisors

Certified Fraud Examiners

Certified Public Accountants

Certified Estate Planners

Certified Financial Planners

Registered Investment Advisors

Stock Brokers

(Series 6, 7, 24, 63, 65 and 66)

Mortgage Bankers

Insurance Brokers/Agents

Real Estate Brokers

Real Estate Instructors

Continuing Professional Education Instructors

Approved sponsor by the U.S. Treasury Dept. and NY/NJ accountancy boards to conduct continuing professional education to Enrolled Agents nationwide and CPAs in NY & NJ.

 

 

 

 

 

Memberships & Affiliations

 

National Association of Enrolled Agents

(NAEA)

American Institute of Certified Public Accountants

(AICPA)

NY, NJ, PA Societies of Certified Public Accountants

National Institute of Certified Estate Planners

(NICEP)

Association of Certified Fraud Examiners

(ACFE)

National Association of Realtors

(NAR)

National Association of Public Accountants

(NAPA)

National Association of Tax Professionals

(NATP)

American Association of Attorney -

Certified Public Accountants

(AAA-CPA)

Financial Planning Association

(FPA)

National Society of Tax Professionals

(NSTP)

*Not all Members/Employees hold above licenses or are members of above Associates

 

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CSI GROUP, LLP - CPAs

Certified Public Accountants

New York & New Jersey