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
Our Latest Insights
Stock Market Decline: Should I Sell?
2022 is off to a rocky start for investing with the S&P 500 index down over 20% at one point from its peak. Tech stocks have been hit particularly hard with the average NASDAQ stock down 50% from its high. With the consistent decline in the stock market this year,...
Client Spotlight: SMC Physicians
American Dreamer Founders Succeed in Business and Life While Treating Patients Like Family and Giving Back to Their Community Raised in Jordan, Drs. Samar Bursheh and Tamim Naber invested significant time and effort to excel in medical school and pursue their dream,...
2022 Outlook – Money Watch
Economic & Market Outlook for 2022 Economy: The United Nations is forecasting global economic growth at 4.0% for 2022 while most forecasters have US GDP growth somewhere between 3.5 and 3.8%. These forecasts come in above the long-term trend but much lower than...
Taxation in the Cannabis Industry
As cannabis has become legal recreationally across various states in America, the question of taxation now comes into play. Various tax paradigms have been implemented where cannabis is legal that the NJ Legislature could adopt. These schemes include taxation by...
The IRS is a Hot Mess
Last month, the National Taxpayer Advocate’s office released a grim report on the conditions at the IRS. If you have tried to reach the IRS via phone during the last year, you know full well how difficult it is to reach someone. Well, we now have statistics to back...
NJ to Employers – Mind Your ABCs or Else
“Draconian and just not fair”. That’s how some of the laws passed this summer by the New Jersey Legislature have been described. In an effort to put additional teeth into the enforcement of employee classification rules, New Jersey has passed legislation that will...
Client Spotlight
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