Licensees

CA CPA Licensees

• License Renewal Handbook
• License Renewal and Continuing Education
• An Overview of the Renewal Process
• Inactive License Disclosure
• Retired Status
• Information for Military Applicants and Licensees
• New Fingerprint Requirement Information
• Disciplinary Guidelines
• Enforcement Handbook for Licensees
• Refund Anticipation Loans (RALs)
• Forms
  • Address Change
  • Name Change
  • Wall Certificate/Pocket ID Replacement Request
  • Status Conversion Form
  • Board-Approved Regulatory Review Course List
  • Peer Review Reporting Form (PR-1)
  • CE Reporting Worksheet-for Renewal
  • CE Extension/Exemption Request
  • Attest Experience Acknowledgment Request
  • Request for License Verification
  • Authorization for the Release of CBA Records
  • Reportable Events-Licensee Reporting Form
  • Retired Status
  • Restoration from Retired to Active Status
  • Reportable Events
    • Licensee Reporting Form
    • Insurer/Licensed Insurance Broker Form
    • Court Clerk Reportable Form
• Additional Licensee Information
  • Peer Review
  • Assessing the Quality of Employee Benefit Plan Audits
• Individual Licensees FAQs

CA Firm Licensees

• License Renewal Handbook
• Accountancy Corporations
• Accountancy Partnerships
• Fictitious Name Registration
• Out-of-State Accounting Firm Registration
• Enforcement Handbook for Licensees
• Forms
  • Check Sheet and Licensure Application for:
  • Accountancy Corporation
  • Accountancy Corporation Name Change
  • General Partnership/Limited Liability Partnership
  • General Partnership/Limited Liability Partnership with Name Change
  • Peer Review Reporting Form (PR-1)
  • Fictitious Name for Sole Practitioner
  • Out-of-State Accounting Firm Registration
  • Address Change Form
  • Wall Certificate/Pocket ID Replacement Request
  • Authorization for the Release of CBA Record(s)
  • Request for License Verification
• Additional Firm Information
  • Peer Review
  • California Secretary of State
  • California Franchise Tax Board
  • Assessing the Quality of Employee Benefit Plan Audits
• Firms FAQs

Out-of-State Licensees

• Practice Privilege Handbook
• Practice Privilege Reporting Requirements
• Forms
  • Practice Privilege Pre-Notification of Listed Events Form
  • Notification of Cessation of Practice Privilege Form
  • Practice Privilege Notification of Pending Criminal Charges
  • Out-of-State Accounting Firm Registration
• Out-of-State FAQs