The story of our organization spans over 40 years and began on June 1, 1973. The firm was started in a small office on a side street of Brooklyn, under the name Greco Brokerage Corp. The firm provided tax and financial services to a handful of friends and family.
After their marriage in 1977, Peter and Sandra Greco worked day and night processing tax returns for their growing clientele and in 1978, they moved to a new state of the art location in Bensonhurst, Brooklyn.
Through continued sound advice to its clients, Greco Brokerage, Corp began to grow spectacularly. In 1983, the firm opened its second location in Staten Island, New York and in 1985, the firm began its expansion in New Jersey. In 1985 the family also purchased the rights to 1-800-TAX-LAWS. The telephone number has become a nationally recognized phone number and is being used by CPAs and (IRS) .Enrolled Agents nationwide.
Established June 1, 1973
Peter Greco opens his first location in 1973
With a vast clientele worldwide, they have perfected a smarter approach to tax, financial, and estate planning. Peter and Sandra Greco and their four sons have retained the “mom and pop” approach and they consider each client as if he or she was their only client.
Focused on the needs, concerns, hopes and dreams of their clients, the family provides a full range of services including tax preparation and planning, expert financial advice, estate planning, IRS tax audits, Estate Tax Preparation, and Will and Trust Planning.
The family’s exclusive focus is on providing the highest level of service and benefits to individuals and to businesses. In recent years the family has created separate client service entities to handle individual tax preparation, tax planning, IRS audits, financial planning, estate planning, estate taxes and much more.
CSI Group Headquarters in Red Bank, New Jersey
The organization has developed into one of the largest and most highly respected tax and financial firms in the Northeast. The clients benefit from the wisdom of their team, bringing together their best resources, when and where you need them.
The professional team of CPAs, (IRS) Enrolled Agents, Certified Estate Planners, Certified Fraud Examiners, and Certified Financial Planners are grouped into teams centered around the specific client need or industry to provide the highest level of client service. Their experience serving a large and diverse client base provides them with a wealth of intellectual capital regarding tax strategies for a variety of situations. They are in a position to assist their clients in making crucial financial decisions that may affect their lives and their families lives for years to come.
Taxes • Estates • Estate Planning