[mdcpa89]

I worked part time (20-25 hrs a week) in a small CPA firm while I was in college for almost three years under NYS licensed CPA. I have passed two parts and I hoping that I’ll pass all parts by next year. The CPA that I worked under is very old and physically not stable at the moment (Severe medical conditions). He is still working though. I am not being mean or anything but what if he dies before I pass all parts of the exam. He owns the firm and the only licensed CPA. Can I get the experience form signed before I pass all the parts? I don’t know if anyone who had this kind of situation.

[soyanks]

You can, with couple of potential issues……

So basically, if your experience looks like this (by the time you complete the exams):

1) Worked for Small CPA PT for 3 Years (20X1 – 20X4)

2) Currently working for Big 4 firm (20X4-current)

Form 4B only requires you to get experience part certified by a CPA (of the state you are applying your license for) for the years that you want to get certified. Assuming you will need only 1 year, you can choose to get #1 from Small CPA firm above, or #2.

Only issues are:

1) Not sure what the work exp requirement is for PT work

2) The Form 4B needs to be notarized at the time of signing. If you get the signature now, but by the time you are ready to apply for the license, your old boss passes away (because upon his death, he will no longer be licensed), the CPA license number may be invalid or expired at that point in time.

FAR - 86
REG - 85
BEC - 90
AUD - 84

[mdcpa89]

Thank you for your response.

Rules for part time experience says that two week part time will be considered one week full time. So I'm good there.

The only issue here is what if he passes away? Wouldn't it be unfair to me because I have completed the experience requirement but the CPA is not alive (assuming) now?

[Anonymous]

In my state (KY), you can get the experience form signed at any time, even long before you start the exams, so unless NYS says otherwise, I'd try to get it signed now.

[Anonymous]

Louisiana allows you to get your experience letter signed before you pass. I had mine a year before I actually finished. I don't think it is out of line for you to ask him for it now. If the state will accept it, then by all means, ask him for it. He knows he's old and he knows better than anyone what his health situation is, so I don't think you are being rude to ask.

[mdcpa89]

Thank you everyone!

[Author]

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