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
Postmark Changes
In recent weeks, we’ve heard about an adjustment in how mail will be postmarked by the United States Postal Service (USPS) and how this could affect customers. On December 24, 2025, the USPS adjusted how postmarked dates are determined. The mail will be postmarked...
How to Round in New Jersey
What happened to the penny bowl that used to be a fixture next to almost any business’s cash register? Gone, now that the cessation of penny production has led to a penny shortage. As a result, New Jersey now allows, but does not require, businesses to round up or...
2025 Car Loan Interest Deduction: What Taxpayers Need to Know
The 2025 tax year introduces a significant new opportunity for individuals to deduct car loan interest on their federal income tax returns. Here’s a comprehensive summary of the rules, eligibility, and reporting requirements for this deduction. Eligibility and Key...
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...
Team Updates at Capaldi, Reynolds & Pelosi
Hands-on cocktail making with expert mixologist Rita on the Rocks left our employees with new skills, great stories and a refreshed sense of connection.Our employees bring the perfect mix of fright and delight to our annual costume contest.Thanks to the generosity of...
Maximize Exit Wealth: The Enhanced Power of IRC Section 1202
For business owners, the sale of a business that they started, operated, and grew is a monumental event that warrants strategic planning to maximize the net exit value. The amendments to Internal Revenue Code (“IRC”) section 1202, with the enactment in July 2025 of...
Client Spotlight
Tilton Market: Where Everybody Knows Your Name
It’s not in Boston nor a bar, but in Northfield, NJ, there is one establishment where many of its customers frequent it regularly and everybody who works there knows their names. It’s that super friendly atmosphere and its high-quality foods that have become the...
Client Spotlight: Platt’s Beach House Furnishings
Platt’s Beach House Furnishings is a multigenerational business that first began in South Jersey in 1946. The business started as door-to-door sales in Atlantic and Cape May counties when Dave Platt Sr. moved his family from Philadelphia to Ocean City, NJ. By 1950,...
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...
