Your Firm of Choice for Accounting, Audit, Tax, Consulting, and Analytics Services.
We are the Firm of Choice and Your
Strategic Financial Partner.
We bring financial order to our client’s affairs through a broad array of accounting, audit, tax, consulting, and analytics services. We take pride in being a trusted business advisor, helping businesses plan for long term success at all points of their lifecycle: from startup, during mergers, and through exit.
We also excel in partnering with individuals and their families by providing financial and accounting insights regarding life events such as real estate, marriage & divorce, retirement, and death.
Our Services
Serving southern New Jersey since 1935, Capaldi Reynolds & Pelosi partners with clients to confront and adapt to multiple economic & regulatory challenges, while helping them navigate many complex government tax policy changes. Our success lies in our initiative and foresight, capitalizing on the many opportunities that these challenges provide.
Offering a wide range of general business services and specialized consulting services, Capaldi Reynolds & Pelosi is uniquely equipped with the knowledge, expertise, and experience to see opportunities in any challenge an individual or organization may face.
Accounting, Audit & Financial Reporting
Our knowledgeable staff offers broad perspective and comprehensive guidance to management and inspires trust from key stakeholders in all areas of accounting, audit, and financial reporting.
Tax Strategy, Planning & Preparation
We provide individuals and businesses with tax strategies, tax planning and tax return preparation appropriate to best achieve our client’s goals of tax savings and compliance.
Litigation Forensics, Valuation & QDRO
Forensic accounting encompasses general accounting matters, taxation, business valuations and auditing. QDROs and Retirement Plan Valuations are also handled by our specialists.
Estates & Trusts
Estate planning can be complex and confusing. Our team has the expertise you need to navigate the process successfully.
Consulting & Analytics
Our management consultants solve business problems through a systematic approach to fact gathering. Consulting & Analytics present strategic and tactical opportunities to grow revenue, reduce expenses, improve processes, gain business insights and reduce risk.
Financial Planning
CRA Financial, LLC is a comprehensive wealth management firm whose primary objective is to assist you in accumulating and preserving your family’s wealth.
Industries & Specialties
We serve a diverse and extensive client base throughout the United States that includes the legal and medical professions, construction industry and trades, non-profit organizations and foundations, the real estate and insurance industries, hospitality industry and restaurants, wholesale and retail businesses, and more. Below is a representation of the industries and specialties we serve.
If your group is not listed here, please contact us! We would appreciate the opportunity to meet to determine if our firm is a fit for you.
Family Business
Middle Market Companies
Healthcare Services
Nonprofit Organizations
Sports & Entertainment
Casinos
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Our Latest Insights
The Atlantic Pops was originally formed as the Atlantic County Symphonic Band in 1997 under the direction of retired Mainland Band Director K
The Atlantic Pops was originally formed as the Atlantic County Symphonic Band in 1997 under the direction of retired Mainland Band Director K. Michael Skwarlo. The group was formed to provide an outlet as well as camaraderie for area musicians of all ages. In 1999,...
The Great Wealth Shift: What It Means for Families Today
Over the next 10 to 20 years, one of the largest financial transfers in history will quietly unfold. Trillions of dollars are expected to pass from baby boomers to their heirs. For many families, this will be the first time significant wealth changes hands. While...
Celebrating Success, Together
Celebrating Success, Together This tax season was one for the books — and it’s all thanks to our incredible clients and dedicated team. From navigating complex filings to finding every opportunity for savings, we worked side-by-side to make sure you could file with...
Client Alert: New Jersey Employers: Assume Your Workers Are Employees Until You Can Prove Otherwise
New Jersey Independent Contractor Misclassification | ABC Test New Jersey | Employee vs Independent Contractor New Jersey has confirmed, once again, that misclassifying employees and independent contractors will result in significant issues for employers. You should...
Mandatory Roth Catch-Up Contributions Begin in 2026
For nearly a quarter century, employers have been able to offer their retirement savings plan participants age 50 and older a valuable opportunity — the chance to make additional catch-up contributions to their plan.1 Thanks to the SECURE 2.0 Act passed in 2022, that...
Private Inurement and Not-For-Profits: What Every Practitioner Should Know
A not-for-profit organization, in order to assure its tax-exempt status is not jeopardized, must ensure that no “insiders” receive private inurement from business dealings with the company. Who is an “insider”? Any individual in a position to exercise substantial...
Client Spotlight
Client Spotlight: Bayview Garden Nurseries
Bayview Garden Nurseries has been a trusted name in Southern New Jersey landscaping for more than seven decades. Founded in March of 1952 by Harry and Betty Cummings, the company began with a shared passion for plants and a desire to spend their days working outdoors...
Client Spotlight: Ozzie’s Luncheonette
If Longport could be said to have a landmark, that would be Ozzie’s. Ozzie’s opened in 1948 at the corner of 24th and Atlantic Avenue as a food market and a liquor store. Ozzie Lenzsch acquired the lots directly next door and opened the luncheonette in 1952. For...
Pleasantville Music Shoppe
Pleasantville Music Shoppe is one of the oldest mom and pop music stores in South Jersey. My dad, Gaston Ragno, at 20 years old, purchased the business on a handshake and a promise to pay when he could from his boss who wanted to retire. Over the years there were a...
