Welcome

Thank you for visiting our website.

Tough times require clear thought. A CPA is an integral part of your team. We want to be that part of your team.

We are a firm dedicated to providing our clients with professional, personalized service and guidance on a wide range of both personal and business financial needs.

On this website, you will find information about our firm, including our list of services. We have also provided you with online resources to assist in the tax preparation process and financial decision-making. These tools include downloadable tax forms and publications, financial calculators, news and links to other useful sites.

Please note, under the "Links" tab is a resource to easily track the status your Federal or State refund. Please have a copy of your return handy to provide the information that will be required.

One of the greatest concerns of people is that they don't overpay their taxes. We will work with you toward that goal. In doing so, we will further work under the "umbrella" of all the entities in which you are involved and our goal will extend to reduce the TOTAL of all the different taxes paid by all the different entities.

An old friend once told me, "You can be the brightest advisor in the world, but if the client is too intimidated to call you, you won't be able to help them."

We pride ourselves in being easy to talk with. Our office is casual and friendly. A big part of our job is to give you back your life. That means, when you come home from working a full day, you can relax and enjoy your family and friends without worrying about the details.

We welcome any questions or comments you may have. Feel free to contact us at any time:

Daniel E. Carleo, CPA, LLC
503 N. Main St, Suite 514
Pueblo, Colorado 81003

You can also send us a message directly through the Contact page of this website.