Discussion:Do you have to be a CPA?

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Revision as of 16:31, 31 October 2009
Death&Taxes (Talk | contribs)
(I said NC becaus)
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Revision as of 19:31, 31 October 2009
KatieJ (Talk | contribs)
(For sure not Cal)
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{{ForumReplyPost|UserID=Death&Taxes|Date=31 October 2009|Text=I said NC because I had a case in the past where, despite my EA credentials, they would not talk to me because I was out of state, and to represent the client I would have had to travel to Raleigh. The issue was not one that required a 'sit down' but I had to tell the client to find someone local. This was perhaps 15 years ago.}} {{ForumReplyPost|UserID=Death&Taxes|Date=31 October 2009|Text=I said NC because I had a case in the past where, despite my EA credentials, they would not talk to me because I was out of state, and to represent the client I would have had to travel to Raleigh. The issue was not one that required a 'sit down' but I had to tell the client to find someone local. This was perhaps 15 years ago.}}
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 +{{ForumReplyPost|UserID=KatieJ|Date=31 October 2009|Text=For sure not California. California returns can be prepared (for compensation) by a CPA, attorney, EA, or other preparer who is registered with the California Tax Education Council (CTEC). A CPA or attorney does not have to be registered in California. See http://www.ftb.ca.gov/professionals/taxnews/2008/0308/0308_3.shtml.}}

Revision as of 19:31, 31 October 2009

Discussion Forum Index --> Basic Tax Questions --> Do you have to be a CPA?
Discussion Forum Index --> Tax Questions --> Do you have to be a CPA?

Moon101 (talk|edits) said:

30 October 2009
Do you have to be a CPA to sign a C-corp tax return? I know you don’t have to be a CPA to sign a individual, partnership, or S-Corp return.

Kmikeburns (talk|edits) said:

30 October 2009
No

Kevinh5 (talk|edits) said:

30 October 2009
There was one state, two or three years ago, which tried to say the answer was 'yes' because the corp return required a balance sheet, which implied 'accounting', and in that state, only licensed individuals could do the 'A' word. For 100 points, name that state.

Moon101 (talk|edits) said:

30 October 2009
I'll guess New York

Death&Taxes (talk|edits) said:

30 October 2009
and I would guess North Carolina

MWPXYZ (talk|edits) said:

31 October 2009
for 100 pints, Harry will tell you.

Kyea (talk|edits) said:

31 October 2009
My money is on California.

Blrgcpa (talk|edits) said:

31 October 2009
It wasn't NYS.
NYS just started to require tax preparers to register with the Dept of Tax and Finance.

Death&Taxes (talk|edits) said:

31 October 2009
I said NC because I had a case in the past where, despite my EA credentials, they would not talk to me because I was out of state, and to represent the client I would have had to travel to Raleigh. The issue was not one that required a 'sit down' but I had to tell the client to find someone local. This was perhaps 15 years ago.

KatieJ (talk|edits) said:

31 October 2009
For sure not California. California returns can be prepared (for compensation) by a CPA, attorney, EA, or other preparer who is registered with the California Tax Education Council (CTEC). A CPA or attorney does not have to be registered in California. See http://www.ftb.ca.gov/professionals/taxnews/2008/0308/0308_3.shtml.