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Click ‘Get Form’ to open the CPA Change of Status in the editor.
Select the application type you are requesting: Voluntary Relinquish License, Become Inactive, or Reactivation Application. Ensure you understand the fees associated with each option.
Fill out your personal information completely, including your Social Security Number, License Number, Date of Birth, and Full Legal Name. Avoid using nicknames or initials.
Provide your mailing address and contact information accurately. This includes your residence phone number, business phone number, and email address.
Answer the background question honestly. If applicable, provide explanations for any offenses and ensure all required documentation is attached.
If you are voluntarily relinquishing your license, check 'YES' and affirm that you meet all conditions stated in the form.
Sign and date the application to certify that all information provided is true and complete before submitting it through our platform.
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Inactive CPAs are more limited on how they can use their credential professionally. In fact, any reference to CPA must include the inactive modifier. Unfortunately, this often results in the CPA dropping the credential altogether.
How do I write an accountants termination letter?
Writing out your termination letter A clearly stated intention to move to another account/accounting firm. The dates on which this transition will take place. The information that your current account will need to provide for your new one. Your expectations for any current tasks to be completed.
Can I just leave my accountant?
Yes, you can change accountants at any time, including mid-tax year or while your Self Assessment return is being prepared. You dont have to wait for a year end or HMRC deadline. That said, switching is usually easiest when: Youve just filed your Self Assessment.
How do you tell your CPA you are leaving?
How should I communicate my decision to my accounting company? Schedule a meeting or call with your accounting company to discuss your decision in a professional and respectful manner. Express your reasons for ending the relationship clearly and succinctly.
Are states changing CPA requirements?
As of 2025, several states are implementing sweeping changes to CPA requirements that will affect thousands of accounting students and professionals. These modifications touch everything from educational prerequisites to experience requirements, fundamentally altering the path to becoming a Certified Public Accountant.
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Though it sounds like a lengthy process, there are only 3 main steps required to change accountants: Find a new accountant. Inform your existing accountant. Wait for your new accountant to transfer your information.
How do I cancel an accountant?
The process of changing and switching accountant Inform your current accountant where possible, end things with your current accountant on good terms and let them know that youre moving on, as this will make the whole process much smoother.
How to end a relationship with an accountant?
Be direct: Its perfectly fine to be upfront. A simple, Weve decided to switch accountants and appreciate all youve done, works. Most accountants understand that clients come and go. Being professional and polite is key.
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OPERATORS MANUAL
change their status to sleeping. An indication of AIS target activated capacity limit is given well before it is docHubed. When 95% of 50 targets are
(e) An individual on CPA-retired status may change to active status by: (1) furnishing the Board with evidence of satisfactory completion of 40 hours of CPE
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