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Author: Serge Filatov

A Guide to Establishing Accounting Corporations in California, Part 4

By: Serge Filatov & Jack W. Easterbrook, Esq. An accountancy corporation must have at least one shareholder with an active California CPA/PA license. Generally, each director, shareholder, and officer must hold a valid license to practice public accountancy, but non-licensees may be shareholders or...
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A Guide to Establishing Accounting Corporations in California, Part 3

By: Serge Filatov & Jack W. Easterbrook, Esq. Accountancy corporations must renew their licenses every two years to retain practice rights and good standing in California. The CBA will mail renewal forms with instructions approximately two months before the license expiration date. Failure to...
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A Guide to Establishing Accounting Corporations in California, Part 2

By: Serge Filatov & Jack W. Easterbrook, Esq. Your firm’s name must meet the requirements set forth in the California Business and Professions Code [https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=BPC&sectionNum=5060] and California Code of Regulations [https://www.dca.ca.gov/cba/about/regulations.shtml#75.5]....
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A Guide to Establishing Accounting Corporations in California, Part 1

By: Serge Filatov & Jack W. Easterbrook, Esq. Before practicing or holding out to the public as an accountancy corporation, the corporation must be approved for licensure by the CBA. The application packet, available on the Firm Applicants page, includes a Check Sheet to...
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Accounting Partnerships in California: What You Need to Know, Part 4

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 renewal of licensure as well as how to dissolve a partnership. Partnership Renewal and Dissolution A partnership...

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