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Form your CPA PLLC in New York — solo practitioner to multi-partner firm

Built specifically for certified public accountants. We manage NYSED pre-approval, guide compliant naming, file precisely with the Department of State, complete the six-week publication, and deliver your bank-ready package — all for $885. No hidden fees. No call centers. New York experts who do this every day.

NYSED Pre-ApprovalCompliant NamingNon-CPA Ownership CompliantLegal Publishing IncludedEIN + Bank-Ready Docs
Start your CPA PLLC — $885Talk to us first

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Built around the realities of launching an accounting practice

Starting a CPA firm means more than a business card — it's securing office space, onboarding clients, and meeting peer-review timelines. We handle the PLLC formation so you can focus on building your book of business.

NYSED Pre-Approval Done Right
We prepare a clean NYSED pre-approval package — name, scope, ownership structure, and professional statements aligned to your practice areas (audit, tax, advisory, and more).
Naming & Ownership Guidance
Navigate New York's strict rules around using “CPA” in your firm name and the 2024 non-CPA ownership law. We help you pick a compliant name and structure ownership to pass NYSED review the first time.
Precise, CPA-Specific Filings
Articles crafted for accounting firm requirements and filed properly with NYSED and the Department of State — with plain-English updates at each milestone.
Required Publishing — Included
We handle the full six-week newspaper publication, gather affidavits, and file the Certificate of Publication. Learn about publishing requirements. It's all included in $885.

Everything you need to open and grow your accounting firm

A complete, bank-ready formation package designed for lenders, landlords, and peer-review boards.

Complete Formation
NYSED pre-approval support, Articles of Organization, EIN, and six-week publication — end-to-end and handled for you.
Operating Agreement
CPA-specific Operating Agreement for solo practitioners or multi-partner firms — ready for partner onboarding, bank review, and peer-review requirements.
Bank-Ready Package
EIN confirmation, filed Articles, publication affidavits, and Certificate of Publication — what banks and landlords typically require to move forward.
Start your CPA PLLC — $885

CPA PLLC FAQs

Clear, accountant-specific answers for forming a Professional Limited Liability Company in New York.

Do CPA firms need NYSED pre-approval before filing a PLLC?

Yes. New York requires review by NYSED’s Office of the Professions (State Board for Public Accountancy) before the Department of State will accept your filing. We assemble a clean pre-approval package — name, scope, and professional statements — so it clears quickly and avoids back-and-forth.

Who may own a New York CPA PLLC?

Licensed CPAs must hold a simple majority of both ownership interest and voting rights. Since June 2024, New York allows non-CPA minority owners — but they must be actively working in the firm (no passive investors), and the president, board chair, and CEO must all be licensed CPAs. We help structure ownership to comply with these rules.

What is the CPA firm registration requirement?

After your PLLC is formed, you must separately register with NYSED’s Professional Corporations Unit using Form 6R. This is required for any firm that uses “CPA” in its name, provides attest services, or offers public accountancy services to New York clients. This registration is handled directly with NYSED and is separate from the PLLC formation process.

Can I use "CPA" or "Certified Public Accountant" in my firm name?

Yes, but only if all owners are licensed CPAs. If your firm adds non-licensee owners, the “CPA” or “Certified Public Accountant” designation must be removed from the name. We help you choose a compliant name that clears NYSED review and reflects your brand.

Is the six-week newspaper publication included in the price?

Yes. We coordinate publication in two newspapers designated by your county clerk, manage proofs and affidavits, and file the Certificate of Publication. All included in the $885 flat fee — no surprise add-ons later.

What ongoing compliance does a CPA PLLC require?

CPA firms must file annual updates (Form 6PR) and renew their firm registration every three years (Form 6T) with NYSED. We make sure your PLLC formation documents are structured to support smooth renewals down the road.

What will I receive to open a bank account and sign a lease?

You receive a bank-ready package: EIN confirmation, filed Articles, publication affidavits, and the Certificate of Publication — the documents banks and landlords typically request for office leases and credit applications.

How long does the CPA PLLC formation process take?

Timelines vary with NYSED review volume and the mandatory six consecutive weeks of publication. We start immediately, keep you informed at each milestone, and move each step forward as quickly as state processes allow.

Start your CPA PLLC — $885

This information is general and not legal advice.

We're here for New York CPAs

From NYSED pre-approval through publication and bank-ready documents, our team understands how accountants launch and scale practices — solo tax shops, advisory firms, multi-partner attest practices, and firms with non-CPA owners.

We're based in New York and responsive by phone and email. No scripts. No bots. Just experienced help for licensed professionals like you.

Start now — $885Talk to us first

We are not a law firm and do not provide legal advice.