Financial Planning & Collaboration

CPA (Certified Public Accountant)

Also known asCPAPublic accountant

Definition

A Certified Public Accountant (CPA) is a state-licensed accounting professional who has passed the Uniform CPA Examination and met experience and continuing-education requirements to provide audit, tax, and advisory services. CPAs are governed by state boards of accountancy and bound by AICPA professional standards.

By Olomon EditorialLast updated
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Key takeaways

  • CPA licensure is granted by individual U.S. states, not by AICPA.
  • CPAs can sign audit reports and represent taxpayers before the IRS.
  • Many CPAs specialize — small business, high-net-worth tax planning, audit, forensic accounting.
  • Confirm a CPA's license status with the state board of accountancy where they practice.

How Olomon thinks about this

CPAs do their best work when they have clean data to work from. Olomon's permissioned collaboration model gives your CPA scoped access to exactly what they need — entity balance sheets, K-1 storage, basis tracking, and document trails — so the relationship spends time on planning, not data wrangling.

In-depth definition

For households with operating businesses, multiple entities, or significant tax complexity, a CPA is often the most consequential professional relationship in their financial life. The right CPA is more than a tax preparer — they're a year-round advisor on entity choice, compensation, tax timing, and reporting.

Frequently asked questions

  • Anyone can call themselves an accountant. Only CPAs have passed the Uniform CPA Exam, met experience requirements, and hold a state license that authorizes audit and certain other services.

Sources

Primary, authoritative references.

  1. 1

    American Institute of Certified Public Accountants

    Requirements to become a CPA — AICPA

    Cited for: Authoritative source on CPA licensure

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Cite this page

APA
Olomon Editorial Team. (2026). CPA (Certified Public Accountant). Olomon Financial Glossary. https://olomon.com/financial-glossary/cpa-certified-public-accountant

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