Peer review form california board of accountancy 2026

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  1. Click ‘Get Form’ to open the peer review form in the editor.
  2. Begin by entering the Licensee/Firm Name, Business Telephone Number, Business Email Address, License Number, and License Expiration Date in the designated fields.
  3. Indicate whether the licensee operates as an accounting firm by selecting 'Yes' or 'No'. If 'Yes', choose the appropriate firm type from the options provided.
  4. For firms operating as accounting entities, specify the number of shareholders, partners, owners, and full-time licensees. Select from Sole Proprietorship, General Partnership, Limited Liability Partnership, or Corporation.
  5. Answer questions regarding previous accounting and auditing services performed since your last license renewal. Provide dates and ratings for any peer reviews conducted.
  6. Complete all remaining sections regarding peer review information and ensure you sign and date the document before submission.

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