Capaldi Reynolds & Pelosi, P.A.

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Your Firm of Choice for Accounting, AUDIT, TAX, AND 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

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

TAX STRATEGY, PLANNING & PREPARATION

LITIGATION FORENSICS, VALUATION & QDRO

Family businesses are an important part of our economy and make up a large number of small businesses Since 1935, our accounting firm has enjoyed working with multiple generations of family-owned businesses We understand family businesses and can help with your accounting needs, serving as your trusted advisor We present sound, practical solutions for a range of questions and challenges from tax planning to financial planning, including complex issues such as change of ownership and exit planning

The Healthcare Services Group provides comprehensive services which address your concerns about your business and your future We take the time to understand your needs, get to know you and your business, and then tailor our solutions and services accordingly

Our team of professionals have chosen specifically to work with those in the Healthcare industry to find solutions that work Our clients include primary care practitioners, sub-specialty practices, multi-specialty practices, ambulatory surgical centers/urgent care centers, fitness/wellness centers, chiropractors, dental and oral specialists, hospital and healthcare agencies, laboratories, pharmacies, veterinarians, medical imaging centers, optometrists, nursing agencies, and medical device manufacturers and sellers

Small and medium size enterprises, SMEs, represent the fundamental building block of US and world economies They account for the majority of all existing enterprises, and numerous academic and government studies show that they are responsible for most of the job growth, innovation, and creative output in an economy Today, SMEs represent ever larger share of the US export, unabated by the financial crisis or external shocks to the global economy However, SMEs face a unique set of challenges to both retain sustainable long-term growth prospect and proper management of expense side of their balance sheet At Capaldi, Reynolds & Pelosi, our clients rely on us to help their SMEs meet their goals by capturing appropriate opportunities with right tools and knowledge

We keep you up to date on critical industry developments and evolving best practices, helping you optimize funding resources Nonprofit organizations depend on the talent and motivation of their team and their reputation in the community; our knowledgeable accounting staff can help you identify and prioritize financial risk areas, developing management plans and policies that inspire trust from Directors, funders and other key stakeholders

LABOR UNIONS & MULTI-EMPLOYER BENEFIT PLANS

For more than 30 years, Capaldi Reynolds & Pelosi has been providing specialized audit and accounting services for organized labor unions and multi-employer benefit plans Our experts are well acquainted with the complex reporting and compliance requirements of these unique industries, and work to ensure that the organization is in compliance with all applicable regulations Our services provide accurate and timely information that allows management to make sound, informed decisions

As we all may be aware, the 2017 Tax Cuts and Jobs Act (TCJA) benefited businesses by providing 100% bonus depreciation on certain qualified assets As this provision started phasing out at the end of 2022, businesses should already be thinking about how this will

Relief from Losses from Hurricane Ian

Many local taxpayers own homes and other property in the areas impacted by Hurricane Ian In the wake of Hurricane Ian, the states of Florida, South Carolina, and North Carolina have been declared federal disaster areas Individuals who have property that was

INTEREST RATE RISK: Why Your Bonds Are Worth Less Now

Investors expect volatility in the stock market It’s something that investors accept when they decide to invest in stocks, with the hopes of achieving greater returns than with other investments With bonds, it’s a different story This part of a portfolio is

Number of Cash Balance Pension Plans Triples in Past Decade

Why have the number of Cash Balance Pension Plans tripled in the past decade? For many successful professional practices and business owners, Cash Balance Pension Plans can significantly reduce tax liabilities and can accelerate the growth of owner’s retirement assets

I’M Researching a Nonprofit Organization. Where Do I Go?

Have you ever wanted to research a nonprofit organization to “see where the money goes?” Have you ever questioned whether you can receive a tax deduction for a contribution to a nonprofit organization or the tax exempt status of a nonprofit organization? The following

CLIENT SPOTLIGHT: MCMAHON INSURANCE AGENCY