*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
185 N College Ave
Fort Collins, Colorado 80524
We?ve had a positive experience working with this CPA firm, especially when it comes to our business taxes?they?ve consistently been organized, responsive, and professional. There was some initial confusion on our end when it came to our personal taxes, but they?ve been patient and willing to guide us through the process. We appreciate their support and the time they take to help us better understand everything.
I just have to say, Unify is a total game-changer! We are beyond thrilled with the amazing support we have received from our incredible accountant, Anthony, and our awesome bookkeeper, Tara. They have been an absolute joy to work with and have made our small business journey incredibly rewarding. Their expertise and guidance have led to outstanding results, and we couldn't be happier with their services. Honestly, we can't recommend them highly enough!
Unify CPAs delivers outstanding service! Their team is responsive, knowledgeable, and truly cares about their clients. Highly recommend!
Unify has been our accountants at our local business, Curiosities, for over 22 years. They have been essential to the success of our business. We have always looked forward to their kind and helpful assistance when we have needed them. Unify has a fantastic team of very talented people. We highly recommend them to everyone!
I've had the pleasure of working with several folks from Unify and have been nothing but impressed. They certainly have a wealth of accounting knowledge but also are experts on running efficient and fun small businesses. Highly recommend.
I don't even know where to begin. I came to UNIFY with our two businesses in shambles, as our last accountant screwed us up. Anthony fought tirelessly and after blood sweat and tears we are finally fixed and our books have never looked so good. UNIFY has given us such confidence that it has freed up time for us to run our business. The communication from them is above and beyond expectations. They truly believe in saving you money and getting the most out of your taxes and business deductions. I can't recom
Unify has truly been fantastic! We struggled for years trying to find the right accounting firm that fit all of our needs. Unify has gone above and beyond for us. They are not just our provider, but our business partner when it comes to everything financial. Lisa, Tim and all of their team has been wonderful to work with and I highly recommend them!
The Colorado Room has been incredibly happy with our experience with Unify! They have been very helpful in all aspects of accounting. We are not very knowledgeable in the accounting portion of business and they have guided us every step of the way. We look forward to doing business with Unify for a long time to come!
I own a business in downtown Fort Collins and have used Unify for both my Payroll and CPA/Tax services for 3+ years now. They have a great team with solid CPA/bookkeeping experience. I particularly like their strong presence with many businesses in the area and working knowledge of service-based industry needs.
The staff members at Unify Payroll are highly competent and consistently congenial. Our nonprofit has used other payroll services through the years, and our experience with Unify Payroll is unsurpassed. We are pleased to recommend them.
I am a small business owner. When I was looking for a cpa/payroll company, I came across Unify. After meeting with a few different company's I chose to go with Unify! And am so glad I did!! They are a wonderful company with some amazing people! If you are looking for someone you can rely on , you can stop looking!!! They are fantastic!!
I am always happy to recommend Unify CPAs to clients and friends. Their staff is highly dedicated, intelligent, and responsive. You will be pleased that you contacted Unify for your business accounting needs.
If you're looking to scale your business you need a team of experienced advisors to help guide you through the process especially when it comes to accounting and tax strategy. Unify handles our businesses both here in CO and now in other states, as well. Highly recommend their services for Accounting, Tax and Payroll.
Unify Payroll has provided professional service. Their support staff is knowledgeable and prompt in responding. We have no regrets with our decision to outsource payroll with Unify.
While they appear knowledgeable in accounting, their approach felt overly rigid and lacked the flexibility needed to address the unique challenges of small businesses.
Very happy with the service and support we receive from Eugene and the entire Unify team. We utilize their services for multiple locations and they are a vital part of our success. Highly recommended.
(Translated by Google) For Plaza Bonita restaurant, partners, and personally, Unifycpa is a super professional and efficient company, in what it does, and transmits trustworthiness and honesty. It is always up to date with updates to simplify our professional relationship. They are also always willing to provide help with all enthusiasm and availability if necessary. I recommend this company 100% for the start and growth of any company that Unifycpa accounts for. (Original) Para Plaza Bonita restaurant, so
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.