Unify CPA
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Publishes prices
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks Online
2 of 5 answered from a dated source.
Documents 3 of 5 core services; IRS preparer record found for a named person; publishes prices.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Unify CPA | home page | |
| Website | https://www.unifycpa.com/ | home page | |
| Office locality | Fort Collins, CO | home page | |
| Phone | +19704849655 | home page | |
| Offers bookkeeping | Documented: ...Contact Client Login Fort Collins · Colorado CPAs · Small Business Advisory Go beyond bookkeeping. Build a more profitable business. Most accountants file your taxes and move on.... | home page | |
| Monthly bookkeeping | Documented: ...pages. Here's the summary. Your monthly fee includes All-in · No add-ons · No surprises Monthly bookkeeping, sales tax & close Reconciled books, P&L and balance sheet timely... | /pricing-philosophy | 8 pts (max 8) |
| Payroll coordination | Documented: ...me money. Their tax planning is the real deal. They even caught an error my previous payroll company made on my ERC filing - that mistake would have cost me a very large check if... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...pairs with this Advisory works best when the foundation is in place. Bookkeeping Clean monthly close gives every advisory conversation real numbers to work from. Learn more Tax... | /advisory-services | 6 pts (max 6) |
| Software supported | QuickBooks Online | /bookkeeping | 5 pts (max 5) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Mariela D. Aballay · CPA (self-reported to the IRS, not a state license) · business name on the record: Unify CPAs | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Pricing approach published | Publishes prices: "$700-$2,000 / mo" | /pricing-philosophy | 6 pts (max 6) |
| What is included / excluded | Documented: ...a staff accountant who know you and your business. No mysterious backroom accountants. Not included in the flat fee: personal tax returns, payroll services, and retirement plans... | /pricing-philosophy | 5 pts (max 5) |
| Onboarding described | Documented: ...planning, and the kind of advice that actually changes outcomes. Book a Call See Our Process Firm News Unify CPAs Announces Merger with Steven J. Wick & Associates, P.C. Effective... | home page | 4 pts (max 4) |
| Named contact / team | Mariela Aballay, CPA | home page | 3 pts (max 3) |
| Communication channel / process | Documented: ...01 What kind of support do I get? Q. 02 How quickly do you respond? Q. 03 Do I get a dedicated point of contact? Q. 04 Can I reach someone during tax season crunch time? Category... | /faq | 3 pts (max 3) |
| 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: Privacy Policy | /privacy | 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): Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Industries served (documented) (0 pts, max 5); Local / remote model stated (0 pts, max 3); Reporting cadence stated (0 pts, max 4).
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); 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: Colorado State Board of Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Mariela D. Aballay under the business name 'Unify CPAs' in Fort Collins, CO. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Unify CPA's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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