Your Firm of Choice for Accounting, Audit, Tax, Consulting, and Analytics Services.
Family Business
Middle Market Companies
Healthcare Services
Nonprofit Organizations
Sports & Entertainment
Casinos
Labor Unions & Multi-Employer Benefit Plans
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.
Year Established
TEAM MEMBERS
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
Labor Unions & Multi-Employer benefit plans
Our Latest Insights
Spotlight: Milton & Betty Katz JCC
For more than 110 years the Jewish Community Center has been a focal point of the Atlantic County community. We have been a place where families come together, Jewish culture thrives, children are cared for and their futures shaped. The Atlantic County community has...
What’s Happening at Capaldi Reynolds & Pelosi
March - Women's History Month As we celebrated Women’s History Month this past March, we took a moment to acknowledge within our own organization that we are fortunate to have a diverse and talented group of women who contribute their skills, expertise, and leadership...
Breaking News: Non-Compete Agreements Banned by the FTC, But Will it Last?
On Tuesday April 23, 2024, the Federal Trade Commission (“FTC”) issued a final rule that prohibits making or enforcing non-compete provisions for the majority of employees. The rule is expected to be effective on or around August 21, 2024. On the effective date of the...
Navigating Taxable Transactions with Digital Assets: What You Need to Know
In the ever-evolving landscape of finance, digital assets have emerged as a prominent player, offering a decentralized and borderless alternative to traditional currencies and assets. However, as the popularity of digital assets grows, so does the need for clarity on...
Credit Card Surcharges
The first time I became aware of a seller trying to defray the cost of credit card fees was some years ago when I was purchasing gas and saw that at this particular station the price was less when the payment was in cash. For many years in my universe that price...
The Future of AI Technologies in Accounting
Merriam-Webster dictionary defines artificial intelligence (AI) as the capability of computer systems or algorithms to imitate intelligent human behavior. A secondary definition is a branch of computer science dealing with the simulation of intelligent behavior in...
