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
Client Spotlight: Northfield-Linwood Kiwanis Foundation, Inc.
Northfield Linwood Kiwanis Foundation is the charitable arm of the Kiwanis Club of Northfield Linwood. The Club and Foundation are part of Kiwanis International, a century- old, U.S. based, global organization dedicated to improving the lives of children one child and...
2026 Year-End Tax Planning for Medical Practices
Year-End Tax Planning for Medical Practices: 2026 Edition The 2025 tax act made 100% bonus depreciation permanent, raised the Section 179 limit, widened the QBI phase-in range, and increased the SALT cap. Because health care is a "specified service trade or business"...
Esoteric Issues in the News
Two obscure tax items have crossed our desks lately. The first involves possible refund claims arising from COVID-19 deficiencies, an issue raised by ongoing litigation in the Kwong matter. Protective refund claims under the Kwong v. United States, due by July 10,...
The Changing Landscape of Scamming
Most of us believe we would never fall for a scam. Yet last year, losses from scams in the United States alone totaled $2.1 billion—eight times the 2020 figure according to the Federal Trade Commission (FTC). Social media sources accounted for 30% of those scams, with...
The Bond Market Has Had a Challenging Year
Investors expect volatility in the stock market. It is something they accept when investing in stocks with the hope of achieving greater returns over time. Bonds, however, often serve a different purpose. They are generally intended to provide income, preserve capital...
National Payroll Week: Understanding the Financial System, Financial Literacy, and Optimizing Your Compensation
The Economic Foundation of the American Workplace Every year, during the full business week coinciding with Labor Day, organizations across the United States observe National Payroll Week. Established in 1996 by PayrollOrg (formerly the American Payroll Association),...
Client Spotlight
Client Spotlight: Northfield-Linwood Kiwanis Foundation, Inc.
Northfield Linwood Kiwanis Foundation is the charitable arm of the Kiwanis Club of Northfield Linwood. The Club and Foundation are part of Kiwanis International, a century- old, U.S. based, global organization dedicated to improving the lives of children one child and...
Client Spotlight: The Atlantic Pops Community Band
The Atlantic Pops was originally formed as the Atlantic County Symphonic Band in 1997 under the direction of retired Mainland Band Director K. Michael Skwarlo. The group was formed to provide an outlet as well as camaraderie for area musicians of all ages. In 1999,...
Client Spotlight: Bayview Garden Nurseries
Bayview Garden Nurseries has been a trusted name in Southern New Jersey landscaping for more than seven decades. Founded in March of 1952 by Harry and Betty Cummings, the company began with a shared passion for plants and a desire to spend their days working outdoors...
