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
SUMMER TRAVEL? ARE BUSINESS TRAVEL EXPENSES A TAX DEDUCTION?
I know you won’t be surprised if the answer to that question is “Maybe”. It depends on your employment status and the nature of the trip itself. Employee business expenses are no longer an itemized tax deduction. Therefore, travel expenses for a W-2 employee cannot...
What the Aprill 23, 2026 Final Order Means for Cannabis Rescheduling
On April 23, 2026, the Department of Justice (DOJ) and Drug Enforcement Administration (DEA) issued its long-anticipated Final Order, which took effect upon publication in the Federal Register on April 28, 2026. The Final Order partially reschedules certain...
Using a 529 Plan to Fund Education
A 529 Plan, also known as a Qualified Tuition Program (QTP), is a common way to save for education because of its tax advantages. Before the passage of the One Big Beautiful Bill Act in 2025, 529 funds were primarily designed for college-related costs. The 2025...
New Security Protocol: How to Sign and Print Documents with Adobe E-Signature
To ensure the highest level of security for your sensitive financial information, Capaldi Reynolds & Pelosi, P.A. is using Adobe Acrobat Sign with Knowledge-Based Authentication (KBA) for your electronic signatures. KBA is a secure, IRS-compliant method used to...
Client Spotlight: The Atlantic Pops Community Band
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...
Client Spotlight
Client Spotlight: The Atlantic Pops Community Band
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,...
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...
