Professional Services
CPA licensing, PTIN requirements, and advertising restrictions. Your accounting website is regulated.
State CPA boards regulate how accountants present themselves online. License display, credential accuracy, and service scope claims all matter.
What regulators look for on accounting and cpa websites
Using CPA designation without active license
Missing PTIN for tax preparers
Service claims beyond license scope
Confidentiality and engagement disclaimer gaps
Who regulates accounting and cpa websites
We review your website against requirements from each of these regulatory bodies. This is an informational review, not legal advice. Consult with your attorney for guidance specific to your situation.
Source regulations
What we check
Common questions about accounting and cpa websites
Does my CPA firm website need to display my license?
Most state CPA boards require active license display on advertising materials. Your website should include your CPA license number, the issuing state, and your firm registration if applicable.
Do tax preparers need a PTIN on their website?
All paid tax preparers must have a valid PTIN issued by the IRS. While the IRS does not specifically require it on your website, displaying it demonstrates legitimacy and compliance with IRS requirements.
What confidentiality disclaimers does my accounting website need?
Your website should include engagement disclaimers clarifying that viewing website content does not create a client relationship, and contact form submissions are not protected by accountant-client privilege until an engagement is established.
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