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

Pandemic Funding Changes and Opportunities

Pandemic Funding Changes and Opportunities

October 2020 has arrived, and with it not only are there signs of seasons changing, but also continued change in the pandemic funding landscape. It is certainly not time to go into hibernation, or you might miss some of the more recent funding opportunities or the...

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Qualified Small Business Stock (QSBS) Exemption

Qualified Small Business Stock (QSBS) Exemption

A non-corporate taxpayer generally can exclude up to 100% of gain realized from the sale or exchange of qualified small business stock held more than five years. Sounds interesting, but how do you determine if you are able to take the Qualified Small Business Stock...

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Another Shot at Funding

Another Shot at Funding

“The Department of Health and Human Services (HHS) has been focused on distributing funding in a way that is fast, fair and transparent,” according to HHS Secretary Alex Azar. Extending the application deadline for the Phase 2 general distribution to Medicaid,...

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Don’t Panic!

Don’t Panic!

Over the past month, many of us, accountant and client alike, have received a notice from the IRS for underpayment of taxes related to a Form 1041 (U.S. Income Tax Return for Estates and Trusts) that was filed electronically with a balance due. If you filed your...

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Client Spotlight

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