Capaldi Reynolds & Pelosi, P.A.

Southern New Jersey has been this accounting practice's home ground since 1935, and the firm says it has worked with several generations of the same families. It describes itself as a strategic financial partner, bringing financial order to clients' affairs through accounting, audit, tax, consulting and analytics.

Services for businesses at every stage

The firm supports companies from start-up through mergers to exit. Its accounting, audit and financial reporting team gives management and outside stakeholders a broad view of the numbers. Tax work covers strategy, planning and return preparation for individuals and businesses, aimed at saving tax while staying compliant. Consulting and analytics is described as a structured way of gathering facts to reduce costs, improve processes and lower risk, and financial planning is handled through an affiliated wealth management company.

Litigation support, valuations and QDROs

A specialist group handles forensic accounting, which draws on general accounting, taxation, business valuation and auditing. The same team deals with qualified domestic relations orders and retirement plan valuations, supported by an online portal for that work and a published process and fee schedule. Estate and trust services help with the planning and administration that follow death.

Industries it concentrates on

The firm names family businesses, healthcare services, sports and entertainment, casinos, mid-sized companies, nonprofit organizations, and labor unions with multi-employer benefit plans as its specialisms. For family firms it advises on tax planning, financial planning, change of ownership and exit planning. Its healthcare services group works with primary care and specialist practices, and it says the team chose to work in that industry and tailors services once it has got to know the client.

For individuals and families

Individuals receive help with money questions tied to life events such as property, marriage and divorce, retirement and death. Clients also have access to an online tax and accounting portal and an online payments facility. The firm adds that it helps clients through changing economic and regulatory conditions and complicated tax policy changes.

Capaldi Reynolds & Pelosi, P.A. is an accounting practice that has served southern New Jersey since 1935. It works with businesses across their life, from start-up through mergers to sale or exit, and also advises individuals and families on money matters tied to property, marriage and divorce, retirement and death.

Products and services

• Accounting, audit and financial reporting: audits and reporting work for management and outside stakeholders.
• Tax: planning, strategy and return preparation for people and companies.
• Litigation forensics, valuation and QDRO: forensic accounting, business valuations, retirement plan valuations and QDRO drafting, with an online portal for QDRO work.
• Estates and trusts: help with estate planning and administration.
• Consulting and analytics: structured fact-finding to cut costs, improve processes and reduce risk.
• Financial planning: wealth management through its affiliate, CRA Financial, LLC.

Customers and markets

Its stated specialisms include family businesses, healthcare services, sports and entertainment, middle-market companies, nonprofit organisations, and labour unions with multi-employer benefit plans.

Key facts

• Based in: southern New Jersey, USA
• Founded: 1935
• Affiliate: CRA Financial, LLC for wealth management
• Client tools: online tax and accounting portal