Services

PEER REVIEW

Our Peer Review Committee oversees the peer reviews of over 1,400 enrolled firms and has received national recognition for its work. We administer the peer review program for all CPA firms in North Carolina that do not provide services to publicly traded companies.
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ADVOCACY

Our advocacy efforts focus on supporting legal issues at the state and federal levels, which positively impact the accounting profession. Additionally, we have numerous resources available to educate and involve our members. Learn more

CPAmobility.org

The AICPA and National Association of State Boards of Accountancy jointly developed CPAmobility.org, a website providing helpful up-to-date information on state practice privilege requirements for CPAs, commonly referred to as “mobility” laws, for all 50 states and five US jurisdictions. Find out if your existing home-state registration is mobile, or if paperwork must be completed prior to practicing in other jurisdictions.

PROFESSIONAL LIABILITY INSURANCE

Below is a list of professional liability insurance options. NCACPA does not sponsor nor endorse a specific company due to the differing needs of your practice.

AICPA Liability Coverage
AmerInst Professional Services, Ltd.
AON Insurance Services (AICPA)
Betty Harder & Associates Inc.
CAMICO
Carolina Casualty Insurance Co.
CPA Mutual Insurance Company of America Risk Retention Group
CNA Insurance
❖ Davis-Garvin Agency
ECM Solutions
Herbert L. Jamison & Co. – The Home Insurance Companies
The Herbert H. Landy Insurance Agency
Marsh Affinity Group Services
Monitor Liability Managers
Pearl Insurance
Protexure Accountants

If you would like to be listed, please email your request to membership (at) ncacpa (dot) org.

Tools

TAX TOOLKIT

Access a repository of our Taxation Committee’s annual DoR and IRS meetings, IRS bulletins, forms, and other helpful tax tools.  Learn more!

Listen to tax podcasts with information on federal tax legislation, court cases, and other developments.

COMFORT LETTER TO LENDERS

Many CPAs today are faced with a unique challenge of providing a loan broker or lender with a “comfort” letter on behalf of a client.

AICPA’s Third-Party Verification Toolkit

PRACTICE CONTINUATION

Your association has developed a sample Practice Continuation Agreement (PCA) with supporting implementation checklists, and we encourage you to take a look at the model and seriously consider the benefits of a PCA. Take the time to preserve the good works of your firm so it may serve those who depend on you when you are not able.

Continuation Checklists:
Master | Valuation | Analysis | Clients | Tax Clients | Successors | Agreement

Information

NC State Board of CPA Examiners

The North Carolina State Board of Certified Public Accountants is an occupational licensing board that grants certificates of qualification (CPAs) to those individuals who meet the satisfactory requirements. The Board also adopts and enforces the Rules of Professional Ethics and Conduct to be observed by CPAs in the state. Other functions of the Board include registration of CPA firms; renewal of CPA certificates and CPA firm registrations; administration of the Uniform CPA Examination; administration of the continuing professional education (CPE) compliance program; disposition of administrative hearings with respect to State statutes and rules; and administration of other provisions of NCGS 93.

2016 NATIONAL MAP SURVEY RESULTS

The PCPS/TSCPA National Management of an Accounting Practice (MAP) Survey, conducted by the AICPA Private Companies Practice Section and the Texas Society of CPAs, offers practitioners, especially in smaller firms, the opportunity to benchmark their financial results, and practice management policies and procedures against those of other firms. The 2016 MAP Survey results are now available.

Tar Heel Tax Reform

In 2013, NCACPA launched a new initiative to educate North Carolinians about the issue of tax reform. The initiative is called “Tar Heel Tax Reform,” and it’s designed to cut through the noise and provide an objective, nonpartisan perspective on the tax reform debate and the various proposals that are introduced. Learn more