Insights

Growth Opportunities Mid-sized CPA firm focused on tax minimization and financial guidance presents a target for expanding advisory services, including tax planning, wealth management, and business consulting to SMBs seeking value beyond traditional accounting.

Tech Modernization Current tech stack includes cloud and web tools like AWS and Livewire with standard web technologies; potential upsell to advanced data analytics, cloud migration, security enhancements, and integrated ERP/CRM solutions to improve efficiency for clients.

Client Value Focus Emphasis on client relationships, personal well-being, and policy development indicates readiness for aligned services such as outsourced CFO, financial policy design, HR/payroll support, and performance management.

Financial Scale Fit Revenue in the mid-range and 11-50 employees positions the firm as a sweet spot for scalable services like tax structuring, cost containment, and revenue optimization programs tailored to growing firms.

Market Positioning Competitive landscape includes larger mid-market firms; CARLOZO & COMPANY can differentiate through personalized, service-driven engagements and industry-specific tax strategies to win notable SMB accounts.

CARLOZO & COMPANY, P.A. Tech Stack

CARLOZO & COMPANY, P.A. uses 8 technology products and services including UserWay, Amazon Web Services, Font Awesome, and more. Explore CARLOZO & COMPANY, P.A.'s tech stack below.

  • UserWay
    Accessibility
  • Amazon Web Services
    Cloud Hosting
  • Font Awesome
    Font Scripts
  • jQuery UI
    Javascript Libraries
  • Piwik PRO Core
    Web Analytics
  • Livewire
    Web Frameworks
  • Nginx
    Web Servers
  • jQuery Validation Plugin
    Web Tools And Plugins

CARLOZO & COMPANY, P.A.'s Email Address Formats

CARLOZO & COMPANY, P.A. uses at least 1 format(s):
CARLOZO & COMPANY, P.A. Email FormatsExamplePercentage
First@carlozo.comJohn@carlozo.com
67%
FLast@carlozo.comJDoe@carlozo.com
22%
First.Last@carlozo.comJohn.Doe@carlozo.com
11%

Frequently Asked Questions

What is CARLOZO & COMPANY, P.A.'s phone number?

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You can contact CARLOZO & COMPANY, P.A.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CARLOZO & COMPANY, P.A.'s official website and social media links?

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CARLOZO & COMPANY, P.A.'s official website is carlozo.com and has social profiles on LinkedIn.

How much revenue does CARLOZO & COMPANY, P.A. generate?

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As of July 2026, CARLOZO & COMPANY, P.A.'s annual revenue is estimated to be $10M - $25M.

What is CARLOZO & COMPANY, P.A.'s NAICS code?

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CARLOZO & COMPANY, P.A.'s NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does CARLOZO & COMPANY, P.A. have currently?

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As of July 2026, CARLOZO & COMPANY, P.A. has approximately 12 employees across 1 continents, including North America. Key team members include President & Ceo: J. V. C.Accountant: M. S.Cpa: P. C.. Explore CARLOZO & COMPANY, P.A.'s employee directory with LeadIQ.

What industry does CARLOZO & COMPANY, P.A. belong to?

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CARLOZO & COMPANY, P.A. operates in the Accounting industry.

What technology does CARLOZO & COMPANY, P.A. use?

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CARLOZO & COMPANY, P.A.'s tech stack includes UserWayAmazon Web ServicesFont AwesomejQuery UIPiwik PRO CoreLivewireNginxjQuery Validation Plugin.

What is CARLOZO & COMPANY, P.A.'s email format?

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CARLOZO & COMPANY, P.A.'s email format typically follows the pattern of First@carlozo.com. Find more CARLOZO & COMPANY, P.A. email formats with LeadIQ.

When was CARLOZO & COMPANY, P.A. founded?

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CARLOZO & COMPANY, P.A. was founded in 1989.
CARLOZO & COMPANY, P.A. logo

CARLOZO & COMPANY, P.A.

AccountingMaryland, United States11-50 Employees

CARLOZO & COMPANY, P.A. is a certified public accounting firm based in Luthville, Maryland, offering professional accounting services with a focus on tax minimization and prudent financial guidance. The firm emphasizes a client-centered approach, aiming to help individuals build personal net worth and assist business clients in understanding financial and tax environments to support decision-making and workforce management. It positions itself as more than a traditional number-cruncher, highlighting a team-oriented culture that prioritizes disciplined, respectful service and personal and professional development for clients and staff. The organization serves professional relationships through management consulting and sound financial recommendations, operating within the accounting industry as a people-oriented firm dedicated to mutual benefit for clients and associates. The company maintains a local footprint with a modestly sized professional team and has formalized its mission around service, communication, and long-term client partnerships.

Section iconCompany Overview

Phone number
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1989
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    CARLOZO & COMPANY, P.A.'s revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    CARLOZO & COMPANY, P.A.'s revenue is estimated to be in the range of $10M - $25M

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