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
Our team of specialists has extensive experience with the unique needs of the gaming industry. We offer a comprehensive range of accounting services, including internal audits, compliance, income tax provision calculations, revenue enhancement/expense reduction analytics, cash flow analyses, due diligence, and consulting.
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
With a focus on public goals and funding streams, the nonprofit industry has particular challenges and opportunities unlike other businesses. We have the expertise to help you navigate the complexities of your program activities, safeguard your assets, and achieve your mission. We can help you attain transparency in management and operations necessary to enhance your stewardship responsibilities and meet the challenges of complex and changing government and IRS regulations and requirements.
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
Cannabis Business Income Taxes
Generally income tax returns are constructed to report business income, and then subtract cost of sales (the cost of producing or purchasing the product being sold) and the expenses of carrying on the business (things like employee wages, rent, and office supplies)....
New Jersey Cannabis Law Update
Despite approval of three cannabis bills, including adult use legalization, following a four hour hearing held before the joint session of the New Jersey Senate and Assembly Budget and Appropriation Committees on November 26, 2018, it appears unlikely that marijuana...
When to File a Gift Tax Return
If you give someone money or property during your lifetime, you may be subject to federal gift tax. The federal gift tax exists for one reason: to prevent taxpayers from avoiding the federal estate tax by giving away their money before they die. When it comes into...
Quickbooks Tip: Use Customer Notes to Help Your Business Thrive
If your business is actively invoicing and billing clients, the “Note” function in Quickbooks online may be something you want to use. This function could become a powerful selling tool for your business. You can keep notes on all client contacts and even the...
Divorce and Retirement Plans
Retirement plans are often one of the most valuable assets a couple acquires during a marriage. If a couple divorces and there is an agreement or judgment that requires all or a portion of the employee spouse’s retirement plan to be shared with the spouse or former...
Is Your Nonprofit Governance Up to Date?
Like everything else in the world, concepts about governance in nonprofit organizations are evolving. In the US corporate world, The Sarbanes-Oxley Act (SOX) represented an attempt to legislate some basic principles designed to protect the interests of stakeholders by...
