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
TAX STRATEGY, PLANNING & PREPARATION
LITIGATION FORENSICS, VALUATION & QDRO
ESTATES & TRUSTS
CONSULTING & ANALYTICS
FINANCIAL PLANNING
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
Family businesses are an important part of our economy and make up a large number of small businesses. Since 1935, our accounting firm has enjoyed working with multiple generations of family-owned businesses. We understand family businesses and can help with your accounting needs, serving as your trusted advisor. We present sound, practical solutions for a range of questions and challenges from tax planning to financial planning, including complex issues such as change of ownership and exit planning.
Healthcare Services
The Healthcare Services Group provides comprehensive services which address your concerns about your business and your future. We take the time to understand your needs, get to know you and your business, and then tailor our solutions and services accordingly.
Our team of professionals have chosen specifically to work with those in the Healthcare industry to find solutions that work. Our clients include primary care practitioners, sub-specialty practices, multi-specialty practices, ambulatory surgical centers/urgent care centers, fitness/wellness centers, chiropractors, dental and oral specialists, hospital and healthcare agencies, laboratories, pharmacies, veterinarians, medical imaging centers, optometrists, nursing agencies, and medical device manufacturers and sellers.
Sports & Entertainment
Entertainers and athletes face unique financial challenges. The sports & entertainment team at Capaldi Reynolds & Pelosi partners with these individuals to tackle these challenges during their careers and well into the future.
Casinos
Middle Market Companies
Small and medium size enterprises, SMEs, represent the fundamental building block of US and world economies. They account for the majority of all existing enterprises, and numerous academic and government studies show that they are responsible for most of the job growth, innovation, and creative output in an economy. Today, SMEs represent ever larger share of the US export, unabated by the financial crisis or external shocks to the global economy. However, SMEs face a unique set of challenges to both retain sustainable long-term growth prospect and proper management of expense side of their balance sheet. At Capaldi, Reynolds & Pelosi, our clients rely on us to help their SMEs meet their goals by capturing appropriate opportunities with right tools and knowledge.
Nonprofit Organizations
We keep you up to date on critical industry developments and evolving best practices, helping you optimize funding resources. Nonprofit organizations depend on the talent and motivation of their team and their reputation in the community; our knowledgeable accounting staff can help you identify and prioritize financial risk areas, developing management plans and policies that inspire trust from Directors, funders and other key stakeholders.
Labor Unions & Multi-Employer Benefit Plans
For more than 30 years, Capaldi Reynolds & Pelosi has been providing specialized audit and accounting services for organized labor unions and multi-employer benefit plans. Our experts are well acquainted with the complex reporting and compliance requirements of these unique industries, and work to ensure that the organization is in compliance with all applicable regulations. Our services provide accurate and timely information that allows management to make sound, informed decisions.
Our Latest Insights
Help! I Invested in Cryptocurrency and Meme Stocks! What Do I Do Now?
A scenario for you: You’re a young millennial who spends his or her mornings perusing your most trusted source of internet news (I, of course, am referring to Reddit) in November of 2020. A hot tip involving a potential short-squeeze opportunity to profit off of an...
Tips from the IRS for Your Protection
It seems that calls to protect my car with an extended warranty are now outnumbering the threatening calls I once got, supposedly from the IRS. Unfortunately, that doesn’t mean that scammers have given up pretending to be collection agents for the IRS. For our...
Who Needs Another PIN
For years the IRS has issued Identity Protection PINS to proven victims of tax-related identity theft. The number is mailed to the taxpayer every year and is used to file all federal returns, both electronic and paper. This year the IRS will allow eligible taxpayers...
Don’t Buck the Fed
As the saying goes in the investment community, you "Don't Buck the Fed", but rather you follow their lead and take advantage of what they give you. Well, what more important investment do employers have than their own companies? Therefore, my recommendation is that...
Risk Management for Your Organization
In order to fulfill their charge to provide direction and guide an organization, the Board of Directors must manage risk. Effective risk management involves a process of planning, prioritizing and protecting. In the planning stage, it’s important to identify all the...
Contributions From IRAs
Background The Pension Protection Act of 2006 first allowed taxpayers age 701/2 or older to make tax-free charitable donations directly from their IRAs. Technically, these taxpayers were allowed to exclude from gross income otherwise taxable distributions from their...
