Capaldi Reynolds & Pelosi, P.A.

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