Get Instructions For Initial Firm Registration - Oregon

The instructions for initial firm registration in Oregon guide users through the necessary steps to successfully complete and submit their registration. This guide will provide a user-friendly walkthrough of each section of the form, ensuring clarity and support throughout the process.

Follow the steps to complete your registration form online easily.

1. Click the ‘Get Form’ button to access the form. This opens the registration document in your editor for completion.
2. Enter the general information section: Fill in the name of your business organization, mailing address, physical address, contact person, phone number, fax number, and email address. Ensure that all details are accurate and complete.
3. Indicate whether the firm’s principal place of business is in Oregon by checking 'Yes' or 'No'. If applicable, provide the name and license number of the licensed CPA or PA responsible for the management of your firm.
4. Select the type of business organization that applies to your firm by checking all relevant boxes, such as 'Sole Proprietor' or 'Limited Liability Company'.
5. Complete the firm litigation report by answering all questions regarding any past actions taken against licensees or the firm. Attach any required documentation for 'Yes' answers.
6. Provide details on any commissions, referral fees, or contingent fees that the firm pays or receives. Include licensing details if required by any regulatory authority.
7. List all licensed accountants working in an Oregon office or serving Oregon clients, noting their names, license numbers, and issuing states. Make sure to add information for non-CPA/PA owners if applicable.
8. Sign and date the exemption from peer review requirement, ensuring that you are certifying the information is true and accurate.
9. Complete the attestation and compilation services section by stating approximate engagement numbers for various services provided.
10. Indicate whether your firm is enrolled in a peer review program and provide necessary information regarding the organization that administers this review.
11. Fill out the certification section as required, ensuring that the firm owner or manager's signature, Oregon license number, and date are all included.
12. Once you have filled in all necessary fields and reviewed the form for accuracy, proceed to save changes, download the completed document, or print it for submission.

Complete your initial firm registration online and ensure compliance with the Oregon Board of Accountancy today.