An accountant email signature for everyone at your CPA firm

What to include

• Name with CPA only for a licensed CPA, and EA only for an enrolled agent.
• Title on its own line: Partner, Senior Accountant, Staff Accountant, Enrolled Agent.
• The firm name, with "CPAs" only where the owners and the firm's license allow it.
• Direct phone, email and the firm's website.
• Drop the old Circular 230 disclaimer, which Treasury expected to disappear from email after 2014.

What the rules say about an accountant's email signature

These are the primary sources, quoted or summarized. State boards set their own rules. Signatoro is not a law firm, and this is not legal advice.

• Treasury and IRS, TD 9668 (2014): with the covered-opinion rules removed, "Treasury and the IRS expect that these amendments will eliminate the use of a Circular 230 disclaimer in email and other writings." 79 FR 33685 (2014)
• Circular 230, 31 CFR 10.30(a)(1): enrolled agents "may not utilize the term 'certified' or imply an employer/employee relationship with the Internal Revenue Service." "Enrolled to practice before the Internal Revenue Service" is one acceptable description. 31 CFR 10.30 (eCFR)
• California, B&P Code 5055: only licensees may use "C.P.A.", and no one else may use "any other title, designation, sign, card, or device tending to indicate" CPA status. Cal. B&P Code 5055
• New York, 8 NYCRR 29.10: representing CPA status includes "any oral, electronic, or written communication within the control of the licensee", letterheads, business cards and websites among them. 8 NYCRR 29.10 (Cornell LII copy)
• New York, Education Law 7408(2): a firm may not use "CPA" in its name unless each owner is a certified public accountant in good standing. NY Education Law, Article 149
• AICPA Code of Professional Conduct 1.800.001: "A member shall not practice public accounting under a firm name that is misleading." AICPA Code of Professional Conduct

Sources checked 2 October 2026.