Accountancy partnerships in California are subject to specific rules and regulations that must be followed to remain in compliance. In this blog, we will provide guidance on handling changes that may occur in the partnership.
Managing Changes in Your Partnership
Whenever there is a change in partners, address, or telephone number, the California Board of Accountancy (CBA) [https://www.dca.ca.gov/cba/] must be notified in writing within 30 days. A General Partnership/Limited Liability Partnership Name Change Application must be submitted for any name changes, along with a $150 application fee.
If there is a change in partners or shareholders, the CBA must be notified within 30 days in writing, signed by a current shareholder or partner, and containing the full name, license number, and date of association or disassociation for each partner or shareholder change.
Out-of-state partners wishing to practice in California must file an application for licensure and meet specific requirements set forth by the BPC and CCR.
Navigating the complexities of establishing and maintaining an accountancy partnership in California can be challenging. It is essential to remain in compliance with the CBA’s rules and regulations to ensure the continued success of your partnership. This blog is intended as an introduction to the subject and is not a comprehensive description of all such requirements.
This blog is written as of June 2025. Recommendations and legal requirements are changing rapidly, so please continue to review our legal updates or review postings on relevant government websites.
All blogs on this site are for educational purposes only, do not constitute legal advice or opinion, and should not be applied to your situation or any specific situation without consultation with counsel. Strategy Law, LLP does not provide any legal advice concerning any matter discussed in a blog except upon formal engagement, including, without limitation, execution of Strategy Law, LLP’s formal legal services agreement, and with respect to specific factual situations. No blog constitutes a guaranty, warranty, or prediction regarding the result of any legal matter discussed in the blog or any representation.
