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

Like-kind Exchanges – IRC Section 1031

Like-kind Exchanges – IRC Section 1031

A 1031 exchange, named after section 1031 of the U.S. Internal Revenue Code, is a way to postpone capital gains tax on the sale of a business or investment property by using the proceeds to buy a similar property.  It is also sometimes referred to as a “like-kind”...

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Client Spotlight: DeSatnick Real Estate

Client Spotlight: DeSatnick Real Estate

Todd deSatnick began investing in real estate in 1996 when he purchased his first home in West Cape May.  After working with his family’s business, deSatnick’s Window Fashions, for a decade, Todd ventured into a full-time career in real estate in 2003.  In November of...

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Big, Big News from the IRS on August 24

Big, Big News from the IRS on August 24

In an effort to free up resources to address a huge backlog of returns to process and other pending issues, the IRS announced major relief for most taxpayers with certain failure to file penalties and International Information return penalties for tax returns for the...

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Roth IRA Conversion

Roth IRA Conversion

During the pandemic, the value of many traditional IRAs dropped with the decline in the stock markets, so it may be time to consider a Roth IRA conversion. Lower income in the conversion year could also be a factor in this decision, since the conversion amount could...

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Client Spotlight

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