Complaints

This profile includes complaints for CSI Group, LLP's headquarters and its corporate-owned locations. To view all corporate locations, see Find Local Branches.

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CSI Group, LLP has 19 locations, listed below.

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  CSI Group, LLP

  1599 State Route 34 Ste 2 Wall Township, NJ 07727-2000

  
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  CSI Group, LLP

  165 Highway 35 Red Bank, NJ 07701-5943

  
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  CSI Group, LLP

  379 Princeton Hightstown Rd Ste 1 Fl 2 East Windsor, NJ 08520

  
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  CSI Group, LLP

  5 Allston Rd Kendall Park, NJ 08824-1014

  
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  CSI Group, LLP

  101 Route 46 W Mountain Lakes, NJ 07046-1645

  

The complaint text that is displayed might not represent all complaints filed with BBB. Some consumers may elect to not publish the details of their complaints, some complaints may not meet BBB's standards for publication, or BBB may display a portion of complaints when a high volume is received for a particular business.

• Initial Complaint

  Date:08/12/2023

  Type:Product Issues
  Status:

  ResolvedMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  mailed a check to CSI group for 43 thousand dollars on june 19, 2023 for them to invest. two months have gone by and we have not heard anything about our account or where the money is. have tried phone calls, emails to get a response but we hear nothing. one phone call the guy said it takes time to process our account- 2 MONThS? the ******************************** was supposed to have received the check from CSI. check was deposited in **************** by Integrity life insurance. we are very concerned we have been taken to the cleaners.

  Business Response

  Date: 08/21/2023

  CSI Group ensures that each of our clients' needs are met, within reason and timely.  If there happens to be a fault on our part, we quickly rectify the situation. In the situation with **************, we did everything on our part that could be done and communicated the process in detail.  His request to open an annuity with ************** was processed on our end timely and accurately in July.  ************** does have a turn around time of 1-2 months to complete the process.  When the annuity was submitted in July, there were corrections that needed to be made due to lack of information being provided by the client.  This then delayed the account from being opened timely and extended the timeline by 2 weeks.  We spoke to ************** on August 15th where he had requested to cancel the policy and requested a full refund.  We processed the request with ************** on the same day.  Their records show that they did process the cancellation and have submitted a full refund to be mailed directly to **************  Unfortunately, in the this situation, we are the middleman and understand that the entire process is long, but we did everything we could to satisfy the client. 

  Customer Answer

  Date: 08/23/2023

  
  Complaint: 20460844
  
  I am rejecting this response because: the issue is pending our receiving our money back. Integrity supposably has mailed a check back to us for the 43k, but as of this date 8/22 we have not received it. when we receive the money back we will drop the complaint. as far as CSI my reason is simple, complete lack of communication.
  
  
  
  Regards,
  
  *************************

• Initial Complaint

  Date:05/10/2023

  Type:Product Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I had my deceased parent's final tax refunds for 2021 and 2022 filed with CSI Group . 2021 was done wrong and said that my father was still alive. I asked for them to have them redone. I contacted them multiple times about that and they kept telling me that someone will call me back. Never happened. I did not receive anything back on that without a fight. I came in to the office to have the ********************************************************************************************************************************* it was being filed electronically. I received a packet with the 2022 tax papers in the mail. I called them to find out why. They said that they were filed electronically and to disregard it. I decided to contact the *** and the ** division of taxation. They never received anything so I ended up up sending it in myself and had to pay extra money to send it in by **** (I was never told that I had to do that). After calling multiple times and finally not taking no for an answer they agreed to email the tax paperwork and then told me that it had to be signed and mailed out. That should have been said months ago. After all the hassle, stress and extra money that I had to spend (I wasn't told that I needed to), I asked for some compensation to make things right. To no avail. They acted like nothing wrong was done and I don't deserve anything. This should not be done to anyone. This is extremely poor business. There should be no stress involved in filing takes after spending all the money that I have spent to have this done correctly and to be correctly informed.

  Business Response

  Date: 05/18/2023

  CSI Group ensures that each of our clients' needs are met, within reason and timely.  If there happens to be a fault on our part, we quickly rectify the situation.  In the situation with **************, we've done everything that was requested and have gone above and beyond.  In regards to the returns of her deceased parents, we prepared the returns correctly and we informed ************** by mail that the returns cannot be electronically filed when dealing with a deceased.  In the taxpayer packet that was mailed to her on 10/20/2022, we provided the prepared returns, instructions of how to file with the *** and envelopes for her convenience.  We were unable to mail directly to the *** on her behalf as her signature was required. Understanding that a death of a family member is very difficult, we chose not to charge ************** for her personal tax return in 2021 to relieve the burden of having to pay for the preparation of her parents' returns.   ************* neglected to file her parents' returns on time which then led to us needing to file an extension on her behalf.  We did (at no charge) and mailed ************* another packet on 5/5/2023.  We've explained to ************** multiple times that we can file her returns electronically, but when it's a deceased person, they cannot, and must be mailed directly to the ***.  
  

  This year, Ms. *************************** us to file her and her late father's 2022 return.  She met with one of our partners and he explained again the process of filing by mail vs electronically.  We decided, for a second year, not to charge ************** to file her returns.  So, in the past 2 years, we've prepared 2 tax returns for the price of one.  We have gone above and beyond to accommodate **************  She has asked multiple times for reimbursement for preparing her parents' returns and postage that we justifiably cannot do as we've already have taken on the financial burden for multiple years not charging for hers or the extension.  We have provided ************** sufficient, accurate and timely responses to each of her requests and multiple communications per week.