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
Where’s My Refund?
Are you still waiting for your income tax refund? It is that time of year when the fortunate among us are expecting refunds from the government. However, this anticipation can quickly turn to worry when the money you are expecting does not arrive. Federal refunds...
Client Profile – Karen Sherman and Carmen Rone
Restaurant Group DBA Tomatoes, The Lot, Done Take Out I caught up with Karen and Carmen on an overly humid May Thursday afternoon at the site their latest concept – born out of necessity - The Lot, located adjacent to Tomatoes’ Restaurant on the Margate Bayfront...
Advanced Child Tax Credit
On March 11, 2021, President Joe Biden signed a substantial relief bill, the American Rescue Plan Act (ARPA) of 2021. This expands the Child Tax Credit (CTC) for the 2021 tax year by increasing the credit amounts for many taxpayers. While this bill is good news for...
Tax Facts: the 2020 Edition
Happy 2021! Here are some key items relating to the 2020 tax year filing: Standard deduction is as follows: Single $12,400 Married filing joint $24,800 Head of household $18,650 Medical expense deduction threshold is 7.5% of adjusted gross income. SALT Deduction...
PPP Loan Forgiveness can be a Challenge in More Ways than One
Everyone from your hairdresser, your church pals, and your brother-in-law, to your car salesperson seems to be an expert on PPP loans. PPP discussions are unavoidable these days; even my eight year old heard about it from TikTok. She thought she was back to our...
4th Quarter 2020 Review – CRA Financial, L.L.C.
Overview What a year 2020 has been. We saw market volatility reach an historic high in March with the CBOE VIX Index registering a level of 82.69. This was the highest level ever recorded topping the 80.86 number recorded during the financial crisis in 2008. Investors...
Client Spotlight
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