Brian Moberg, CPA, handled the preparation and filing of my taxes during a tumultuous and…read moretransitional year for me when I was suddenly widowed and my previous accountant disappeared. My taxes were done promptly and without a hitch. Going forth, tax preparation has gotten easier. Each tax season I receive a packet which serves as a guide for the information I need to provide and Brian is always available to answer any questions I may have. I highly recommend Brian Moberg as a competent and professional accountant!

From the owner: Certified public accounting firm with over 30 years of accounting and tax experience. We service…read morethe needs of individuals, businesses, trusts, partnerships, estates and corporations.

Becky was extremely helpful and went above and beyond my expectations. She's thorough, intuitive,…read moreand provided me with invaluable insight. She's a great listener with genuine and unique perspectives. If you're curious about what she can do for you, I highly recommend booking an initial consultation. You have absolutely nothing to lose! She's very honest and clear about goals and services, what you can accomplish together and whether or not it will be a good fit. You can tell she really cares about getting to know who you are and what you need. No matter where you are in your career Becky is the kind of coach who can help you get where you want to go.

I would HIGHLY recommend Coach Becky if you are considering a career change. She helped me to get…read moremy resume in working order, improved the way I write cover letters -- she has even changed the way I look at job postings. She explains things clearly and concisely, and she really listens. My career transition process has been incredibly stressful, and she has been supportive and understanding throughout. Thank you, Becky!

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.

Wonderful training + learning company. Very educated on solutions that are relevant! We 1000% will…read morebe working with them again!

From the owner: We develop a customized training program that incorporates the value of your company's…read morebrand.Through innovative use of technology and fundamental instructional design principles, we collaborate with the brands to motivate and transform learning + training.