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For the Public

Welcome to the Oklahoma Society of CPAs – your trusted resource for financial guidance and well-being! Whether you're navigating the complexities of tax season or looking to enhance your fiscal fitness, we've got you covered. Your success is our priority!

Find Your CPA Match

Searching for a certified public accountant (CPA) who understands your unique needs? Our comprehensive directory makes it easy to connect with skilled professionals across Oklahoma. From tax planning to financial consulting, discover the right CPA to guide you through every financial challenge.

Financial Fitness Kit

Embark on a journey to financial well-being with our Financial Fitness Kit! Uncover valuable resources, expert insights, and interactive tools designed to strengthen your financial health. From budgeting exercises to investment strategies, our kit empowers you to take control of your financial future from the comfort of your home.

Ethics

How to File an AICPA Ethics Complaint
 

If you believe you have a complaint that warrants investigation, first read this page carefully. It’s important to know what the AICPA does and does not have the authority to investigate. It’s also important that you provide all information relevant to your complaint.

The purpose of the ethics investigation process is to

  1. protect the public,
  2. maintain confidence in the profession, and
  3. declare and uphold ethical standards in the profession.

Investigation authority

The AICPA has the authority to investigate complaints against its members and those of certain US state CPA societies involving potential violations of the AICPA or state societies’ codes of professional conduct.

The AICPA does not have the authority to

  • resolve fee disputes,
  • award damages,
  • prosecute in a criminal action,
  • settle claims between parties, or
  • decide on matters involving litigation that have not been adjudicated by a court of law.

Information we need from you to consider an investigation

You’ll need to gather the following information in preparation for submitting your complaint:

  1. The name of the person you are filing a complaint against or the name of the firm that performed the services you believe to be problematic.
  2. Whether the person is an AICPA member. Call the AICPA's member services department at 888.777.7077 to determine this.
  3. Contact information for the person, including phone number, address, and name of firm, if appropriate.
  4. A summary of your complaint with as much detail as possible.
  5. Relevant documents supporting your complaint. Our online form allows you to upload and send documents.

AICPA complaint

When you have this information ready, fill out this online complaint form and submit it. 

If you prefer to mail in a hard copy, send it to:

AICPA
220 Leigh Farm Road
Durham, NC 27707
Attn: Professional Ethics Division

 

Other Helpful Links

Oklahoma State Board of Accountancy
AICPA Ethics site

Why Hire a CPA?

Distinguishing Between Accountants and CPAs:

While the terms "accountant" and "CPA" are often used interchangeably, it's crucial to understand the significant difference between the two. The Certified Public Accountant (CPA) designation stands out as one of the most widely recognized and highly trusted professional qualifications in the business world. CPAs are set apart from other finance professionals by their adherence to stringent qualification and licensing standards.

The Role of a CPA:

CPAs are not merely number crunchers and tax preparers; they are dynamic business and financial strategists adept at guiding both businesses and individuals. Beyond managing finances and taxes, businesses enlist CPAs for insights into new product lines, diversifying investments, and various consulting and business services. Individuals, on the other hand, turn to CPAs for tax and financial planning, investment advice, and estate planning.

Key CPA Services:

Explore the diverse services that CPAs offer, ranging from business and personal financial services to tax advisory and management consulting. Whether it's accounting and auditing, estate planning, or business valuation, CPAs provide a comprehensive array of services to meet your unique needs.

Choosing the Right CPA:

Before selecting a CPA, consider essential factors such as their active CPA license, compatibility with your needs, relevant experience, and involvement in professional organizations. Membership in respected organizations like the American Institute of CPAs and the Oklahoma Society of CPAs ensures adherence to a strict code of professional ethics.

Maximizing Value with a CPA:

To get the most value from your CPA engagement, be prepared with clear goals and objectives. Gather pertinent documents and stay updated on life changes that may impact your financial goals. Transparent discussions about fees are encouraged, considering factors like service type, community costs, CPA expertise, and work complexity.

The Value of Employing a CPA:

CPAs aren't exclusive to public accounting; they bring unparalleled professional competency to every industry. Investing in a CPA is an investment in excellence for both the individual and their employer. Discover how the Oklahoma Society of CPAs can support and enhance the impact of CPAs within your company.

Learn more about how the OSCPA can support CPAs at your company.