Tax & Tax Planning

Whether you are an individual or a business, tax planning should be an important consideration as part of a well-rounded financial plan. Our consultants stay current on the latest tax changes and will help you create a plan that will take the hassle out of tax time.

Tax Planning for Business

We take pride in providing strategies, planning and tax return preparation that result in tax savings and compliance for our clients. Our tax specialists possess expertise unique to a vast array of industries and business structures and are committed to keeping in step with the ever-changing federal, state and local tax laws.

Capaldi Reynolds & Pelosi provides tax services and opportunities to corporations, partnerships/ limited liability companies, and individuals throughout the United States, as well as consultation relating to their foreign activities. We assist our clients with resolution of tax controversies, preparation of tax returns, and state and local tax (SALT) compliance. Our focus on planning and quality tax preparation has resulted in the successful financial growth for our clients since 1935.

Tax Planning for Individuals

When was the last time you modified your tax planning strategy?

Reviewing your tax plan regularly is key to proper wealth management. Capaldi Reynolds & Pelosi will help you consider a variety of tax strategies that position you to meet financial goals and preserve wealth, no matter what the future may bring.

Our tax consultants stay up-to-date with the ever-changing federal and state tax laws, and will help you make sense of it all so that you can make informed choices about your financial future. Some options we often discuss with our clients include:

  • Potential ways to reduce tax liability
  • Possible ways to offset capital gains
  • Implications of new tax rates and laws
  • Health care considerations
  • and more

There is no “one size fits all” approach to tax planning. Let us help you craft a plan that meets your needs and lays a solid foundation for your future.

Meet Our Tax & Tax Planning Experts

Joseph P. Marino, CPA

Joseph P. Marino, CPA

Partner

Terri L. Marakos CPA, CHBC

Terri L. Marakos CPA, CHBC

Co-Managing Partner

Industry Insights

New Jersey Property Tax Relief

New Jersey Property Tax Relief

In September of 2023, we reported on the existing and pending legislation offering property tax relief to New Jersey homeowners and tenants . A Stay NJ Task Force was appointed to develop recommendations for “establishing and funding uniform property tax relief to all...

read more
The Sunset of the Tax Cuts of 2017

The Sunset of the Tax Cuts of 2017

During the first Trump presidency there was a major change in how businesses and individuals were taxed, but that was not a permanent change. The Tax Cuts and Jobs Act of 2017 (TCJA) is scheduled to sunset in 2025 and, if it does, the regulatory framework will revert,...

read more
Getting Organized: 2024 Taxes

Getting Organized: 2024 Taxes

Happy 2025! This year we will again be implementing a deadline for all our individual tax return clients to provide us their tax documents in order for us to get our work completed by the original due date of April 15,2025. Please provide your tax documents no later...

read more
An Update on Employee Retention Credit Claims

An Update on Employee Retention Credit Claims

Did you claim the ERC (Employee Retention Credit) and are you still waiting for it to be processed? The IRS suspended processing of ERC claims submitted after September 14, 2023, amid allegations of widespread fraud. There is good news for the businesses that were...

read more