Because of our virtual office, we field client calls from almost every State. Plus international calls from US citizens living abroad. A common question concerns us acting as CPAs in their State. Of course, that’s a logical concern. The short answer is yes, we can work with you, unless you live in California or Hawaii. But that’s only been the case for several years. Before that, a CPA license was generally restricted to the issuing State. I believe MDs still use the State by State model for licensure, as an example.
The AICPA (American Institute of Certified Public Accountants) and NASBA (National Association of the State Boards of Accountancy) worked tirelessly to create and implement the UAA (Uniform Accountancy Act). One aspect of UAA concerns mobility of the CPA licenses. Per the NASBA website:
Individual mobility is available (with no further filing or fee) if you hold an active unrestricted CPA license in your principal place of business. “CPA license” means a CPA license granted by the state board after all education, exam and experience requirements have been met.
As of the published date of this post, only California and Hawaii haven’t enacted UAA yet. So, even though I’m only licensed in NC, those are the only two States I can’t automatically offer services for. There are restrictions and caveats of course. But none worth mentioning, given the scope of our services.
So, if like our virtual office model, we can privide services to you, almost anywhere you live. I see tax services becoming specialized by expertise, not by locality. If you like what you read, and don’t have a local CPA, consider calling us for a free phone consult at (910) 399-2705.