No. A CPA is not required to prepare or file federal or state income tax returns. Many professional tax preparers are not CPAs. Tax preparation is regulated by the IRS, not limited to CPA license holders.

Yes. We are authorized to prepare and sign tax returns as a paid tax preparer with an active IRS Preparer Tax Identification Number (PTIN). A CPA license is not required to sign or file tax returns.

The IRS requires paid tax preparers to maintain a valid PTIN and comply with federal tax laws and ethical standards.

Additional credentials such as CPA, Enrolled Agent (EA), or attorney reflect areas of specialization.

Our CEO and Founder is actively pursuing the CPA designation to further deepen our firm’s technical knowledge, expand future service offerings, and add an additional layer of professional credibility.