Northfield NJ CPA – Tax, Accounting & Consulting Services (609) 641-4000 | email@example.com
Creating an account allows you to complete an application for a retirement plan valuation or a QDRO. You can respond to questions at your own pace and save a partially completed application for submission later. When you return you will be able to retrieve your saved information confidentially. Whenever there is a change in status of your request, you will receive an email. You will also have the ability to access the work product as soon as it is completed. To review the questions you will be asked after you create an account, refer to the Legacy Portal Documents.
Please only provide information for the project(s) for which you are prepared to pay for or split the payment for at this time.
Create an account with us allows you keep track of your payments in your online history. In the near future, we will have other services which you will be able to access with your credentials. Thank you.
In case of a question or concern regarding payments or your account.
March 19, 2020
To Our Valued Clients and Friends,
We are closely monitoring the situation regarding COVID-19 (Coronavirus). In order to protect the health and safety of our team members, our clients and the community at large, we have decided to close our physical office to the public, implement social distancing and service our clients via a virtual office, effective today.
We will be fully operational. It is our hope and expectation that the internal steps we are taking will be seamless to you.
In accordance with the Federal and State recommendations to prevent the spread of COVID-19, effective immediately, Capaldi Reynolds & Pelosi, P.A. will change in-person appointments and meetings to telephone calls or video conference calls. To reach a member of our team please feel free to call our main office number (609) 641-4000. If the team member is not available at the time of your call, please be assured that your call will be returned promptly.
We will keep you apprised of any changes. In the meantime, if you would like to discuss any of this in more detail, please feel free to contact us.
Capaldi Reynolds & Pelosi, P.A.