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
Retirement Planning: The Accumulation Phase
Retirement Planning is by far one of the most important areas of financial planning and one that we allocate a good portion of our time and resources to address. We break retirement planning up into two distinct phases: 1) Accumulation Phase 2) Distribution Phase The...
You Hit the Jackpot! Now What?
On your recent vacation to Las Vegas or on your night out at The Borgata you finally hit the big jackpot that you’ve been waiting for! Now what are the tax implications? Gambling income can come from various sources such as lotteries, casinos, raffles, bingo, etc....
Quickbooks Tip of the Month: May
Did you know that you can save images of receipts using Quickbooks Online Mobile? This app can be downloaded free for Android devices from the Google Play Store or for iPad and iPhone devices from iTunes. Data such as expenses can be directly entered into Quickbooks...
Ask Your Accountant May 2016
I am opening a new business that will be operating as a partnership. How do I draw a paycheck? ~ Carrie Gill You don’t. Partners, and members of LLCs taxed as partnerships, are considered to be self-employed, not employees when performing services for the partnership....
What Every Board Member Should Know About 501(c)(3)
What it Means to be a Director of a Public Charity By: Donna Buzby, CPA What is a 501©(3) Organization? Being a 501(c)(3) organization means that the organization has been approved by the Internal Revenue Service as a tax-exempt, charitable organization. The IRS...
Choosing the Right Business Entity
By: Michael Salad There are numerous reasons why owners should form business entities. One of the most common questions that arise is what type of business entity a business owner should form. Many business owners wish to form a limited liability company (“LLC”)....
Client Spotlight
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