Membership Requirements
May 18, 2022 2022-06-14 8:46Membership Requirements
Membership Requirements
For Active & Associate Members
Active Members:
- Certified Public Accountants
- Enrolled Agents
- Registered Tax Preparer
- Accredited Accountants, Tax Advisors & Tax Preparers
Persons meeting the requirements of A, B, C, or D below shall be eligible for active membership and shall have full voting rights:
- A. Those possessing a valid license as a Certified Public Accountant, Licensed Public Accountant, or such title as State Law may grant for the practice of accounting for the public.
- B. Those who are enrolled to practice before the Internal Revenue Service, or accredited in accounting, or taxation by the Accreditation Council for Accountancy and Taxation.
- C. Those individuals who have completed the requirements for and are certified as Registered Tax Preparers by the Internal Revenue Service.
- D.Those who meet the following requirements:
- Have at least 3 years Public Accounting experience, and
- Hold themselves out to the general public as accountants, and
- Maintain an office for the rendition of Accounting as a Sole Proprietor, Partner, or a Corporate Officer, and
- are primarily Accountants by Occupation and
- Can furnish three references as to their character and ability
Refund Policy:
- All membership sales are final and not eligible for refunds.