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United Tax Solutions

Evidence Score 28/100 at 86% evidence coverage 6 of 7 on the Allentown-Bethlehem area list How the score works

What we could verify

Registered business?
Not found in the state registry search
CPA license or firm permit?
Not verified
Publishes prices?
Not stated on its website
Local or remote?
Local + remote
Software?
None named on its website

Who they say they serve: restaurants, contractors (self-reported, from the firm's own website)

1 of 5 answered from a dated source.

Documents 1 of 5 core services; IRS preparer record found for a named person.

Score breakdown

Documented services + buyer fit12 of 40 pts, 40 checked
Independently verifiable qualifications6 of 20 pts, 6 checked
Operational + pricing transparency6 of 25 pts, 25 checked
Verified identity + continuity4 of 15 pts, 15 checked

Dark bar: points earned. Grey bar: the weight we could check.

Evidence

Unless a row says otherwise, the source is the named page of United Tax Solutions's own website (self-reported), read Sep 26, 2026.
ClaimWhat the source showsSourcePoints
Business name United Tax Solutions home page
Oct 17, 2026
Website https://www.unitaxsol.com/ home page
Office locality Allentown, PA home page
Service area United States (stated by the firm) /contact-us
Phone +14842746782 home page
Offers bookkeeping Documented: ...on what really matters. We offer Business Consulting, Taxes, Audit, Accounting and Bookkeeping Solutions! Contact us now! Tax Returns We manage your personal and Business Tax... home page
Payroll coordination Documented: ...Whether you're an individual filing your annual return or a small business navigating payroll, audits, and compliance, United Tax Solutions has the expertise you need right here in... home page 4 pts (max 4)
Industries served (documented) restaurants, contractors home page 5 pts (max 5)
Local / remote model stated Local + remote /contact-us 3 pts (max 3)
Bookkeeping designation (AIPB/NACPB) or IRS preparer record IRS preparer record for Klever P. Ortiz · Enrolled Agent, Annual Filing Season Program record (on the IRS record) · business name on the record: UNITED TAX SOLUTIONS INC IRS preparer records
Third-party
Sep 27, 2026
6 pts (max 6)
Named contact / team Klever Ortiz, CEO /about-us 3 pts (max 3)
Communication channel / process Documented: ...You can schedule: In-person appointments at our office Virtual appointments by phone or video call Drop-off or email service if you prefer to send your documents and have us... /faqs 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-policy 2 pts (max 2)

Checked and not found

  • Not documented. Checked 7 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); AP / AR (0 pts, max 4); Month-end close + reporting (0 pts, max 6); Software supported (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4).
  • Not verified. Searched Pennsylvania Department of State current registered businesses (data.pa.gov xvd7-5r2c) for 'United Tax Solutions' on 2026-09-26: no matching record (State business registry): Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).

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): Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6).

Check it yourself on the state's own records: 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 Klever P. Ortiz under the business name 'UNITED TAX SOLUTIONS INC' in Allentown, PA. The record lists: Enrolled Agent, Annual Filing Season Program record. It is one individual's IRS preparer record, not a firm license or a directory listing. 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

  • 21 of 25 evidenced items come from United Tax Solutions'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.