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
Possible Pitfalls in the New Jersey Inheritance Tax
While New Jersey eliminated the estate tax in 2018, the inheritance tax is still alive and well. The New Jersey inheritance tax is a tax on inheritances left to non-lineal, Class C and Class D beneficiaries[1]. If you are a New Jersey resident and you plan on leaving...
A Review of NJ Estate and Inheritance Taxes
When you think of the state of New Jersey and taxes, you usually expect them to be on the higher side relative to other states. When it comes to the “death tax” or estate taxes, New Jersey has surprisingly become more favorable over time. Many of our clients have...
Bonus Depreciation Phase-Out
As we all may be aware, the 2017 Tax Cuts and Jobs Act (TCJA) benefited businesses by providing 100% bonus depreciation on certain qualified assets. As this provision started phasing out at the end of 2022, businesses should already be thinking about how this will...
Interest Rate Risk: Why your bonds are worth less now
Investors expect volatility in the stock market. It’s something that investors accept when they decide to invest in stocks, with the hopes of achieving greater returns than with other investments. With bonds, it’s a different story. This part of a portfolio is...
I’m Researching a Nonprofit Organization. Where do I Go?
Have you ever wanted to research a nonprofit organization to “see where the money goes?” Have you ever questioned whether you can receive a tax deduction for a contribution to a nonprofit organization or the tax exempt status of a nonprofit organization? The following...
Relief from Losses from Hurricane Ian
Many local taxpayers own homes and other property in the areas impacted by Hurricane Ian. In the wake of Hurricane Ian, the states of Florida, South Carolina, and North Carolina have been declared federal disaster areas. Individuals who have property that was...
Client Spotlight
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