Insights

Niche Market Focus CARLOZO & COMPANY specializes in personalized tax minimization and financial advisory services for closely-held businesses and individual clients, presenting opportunities to offer advanced tax planning, wealth management, and strategic consulting tailored to their client base.

Mid-Sized Growth Potential With a revenue range of 10 to 25 million dollars and a dedicated team of up to 50 professionals, the firm is positioned for targeted engagement strategies that can expand service offerings such as digital transformation, process automation, and client experience enhancements.

Technology Stack Leverage The company's use of analytics, website tools, and user interface plugins suggests openness to adopting innovative tech solutions; presenting solutions in data security, client portal enhancements, or workflow automation could resonate well.

Competitive Positioning Operating in a competitive landscape alongside large firms like Deloitte and KPMG, CARLOZO & COMPANY can be targeted for customized, niche, and high-touch services that emphasize personalized client relationships and specialized industry expertise.

Relationship Expansion Given their emphasis on mutually beneficial relationships and team-oriented service approach, opportunities exist to introduce value-added services such as succession planning, employee benefit consulting, or digital marketing to deepen client engagement and loyalty.

CARLOZO & COMPANY, P.A. Tech Stack

CARLOZO & COMPANY, P.A. uses 8 technology products and services including UserWay, Open Graph, Google Fonts API, and more. Explore CARLOZO & COMPANY, P.A.'s tech stack below.

  • UserWay
    Accessibility
  • Open Graph
    Content Management System
  • Google Fonts API
    Font Scripts
  • Element UI
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Google Analytics
    Web Analytics
  • Responsive Nav
    Web Tools And Plugins
  • jQuery Validation Plugin
    Web Tools And Plugins

Media & News

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

Where is CARLOZO & COMPANY, P.A.'s headquarters located?

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CARLOZO & COMPANY, P.A.'s main headquarters is located at 20 East Timonium Road Suite 200 Timonium, Maryland United States. The company has employees across 1 continents, including North America.

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.

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

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CARLOZO & COMPANY, P.A.'s SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services 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 March 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 UserWayOpen GraphGoogle Fonts APIElement UIjQueryGoogle AnalyticsResponsive NavjQuery 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.

AccountingMaryland, United States11-50 Employees

CARLOZO & COMPANY is a CPA firm of dedicated professionals with a calling for service who have come together to help their fellow man build personal net worth. WE live OUR mission by focusing on minimizing tax liabilities whenever possible, providing sound financial recommendations and management consulting advice. In all aspects of OUR business, CARLOZO & COMPANY’s mandate of excellent service by all of US is a rule, rather than an exception. 

WE believe in OUR mission….WE are different…..WE ARE CARLOZO & COMPANY.


CARLOZO & COMPANY is committed to partnering with OUR clients’ view of “the big picture” by supporting their understanding of financial and tax environments and the corresponding impacts on decision-making. WE are dedicated to helping OUR business clients’ management motivate their work forces to achieve full potential through an emphasis on effective policy, procedure and human relations. WE are more than “number crunchers.” 

CARLOZO & COMPANY is built on a solid foundation of fundamentals. WE value discipline together with the genuine care and concern for the personal well-being of OUR clients and associates. WE believe in a team approach to problem solving, goal achievement, and effective communication. 

CARLOZO & COMPANY seeks mutually beneficial relationships with OUR clients and associates. WE faithfully practice respect for the individual as a premise for all OUR policies and actions. WE are a bona fide people-oriented firm which encourages all members of OUR team to “reach beyond their grasp” and “be the best they can be” for the benefit of OUR clients, OUR firm, and each individual's personal and professional development.

Section iconCompany Overview

Headquarters
20 East Timonium Road Suite 200 Timonium, Maryland United States
Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1989
Employees
11-50

Section iconMedia & News

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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