Collins, Associates & You
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local
- Software?
- QuickBooks Desktop
Who they say they serve: real estate, retail (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 3 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Collins, Associates & You | home page | |
| Website | https://www.taxtrio.com/ | home page | |
| Office locality | Orem, UT | home page | |
| Phone | +18012269074 | home page | |
| Offers bookkeeping | Documented: ...to limit your tax liability, analyze your tax issues and offer appropriate solutions. BOOKKEEPING Bookkeeping is essential to a successful business yet can also be complicated and... | home page | |
| AP / AR | Documented: ...role as our Billing Manager. She previously served the team as a Project Manager and Accounts Receivable Specialist, and she’s excited to bring that experience-along with her... | /pages/about-tax-preparers-accountants-bookkeepe | 4 pts (max 4) |
| Payroll coordination | Documented: ...a successful business yet can also be complicated and time consuming. Let us help you!! PAYROLL SERVICES We provide business owners with accurate, confidential, and cost-effective... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...formation, entity selection and incorporation doesn’t have to be complicated. Free Financial Statement Analysis for businesses One hour free consultation for an IRS letter and... | home page | 6 pts (max 6) |
| Industries served (documented) | real estate, retail | /pages/services/utah-business-tax-preparation | 5 pts (max 5) |
| Software supported | QuickBooks Desktop | /pages/about-tax-preparers-accountants-bookkeepe | 5 pts (max 5) |
| Local / remote model stated | Local | /pages/about-tax-preparers-accountants-bookkeepe | 3 pts (max 3) |
| What is included / excluded | Documented: ...results you rightfully deserve and should certainly be able to expect. Our Services Include: | | | | | Collins, Associates & You, LLC - The Tax Trio serves clients across: Ogden... | home page | 5 pts (max 5) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: http://www.taxtrio.com/blogs/privacy-policy/1275248-privacy-policy | /blogs/privacy-policy/1275248-privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Named contact / team (0 pts, max 3).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for 'Collins, Associates & You' in OREM, UT on 2026-09-27: the one matching preparer record lists no CPA, EA, attorney or ERPA credential and no Annual Filing Season Program record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Communication channel / process (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Utah Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 19 of 21 evidenced items come from Collins, Associates & You's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.