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.