Florida Senate - 2026                              CS for SB 364
       
       
        
       By the Committee on Regulated Industries; and Senators Gruters,
       Rodriguez, and Boyd
       
       
       
       
       580-01754-26                                           2026364c1
    1                        A bill to be entitled                      
    2         An act relating to public accountancy; amending s.
    3         473.301, F.S.; making a technical change regarding the
    4         purpose of ch. 473, F.S.; amending s. 473.302, F.S.;
    5         deleting the definition of the term “Uniform
    6         Accountancy Act”; amending s. 473.3035, F.S.;
    7         authorizing the Board of Accountancy to competitively
    8         procure contracted services with certain corporations
    9         not for profit for the performance of certain duties
   10         assigned to the Division of Certified Public
   11         Accounting of the Department of Business and
   12         Professional Regulation; authorizing the board to
   13         rescind such contracted services at any time by a
   14         majority vote; amending s. 473.306, F.S.; conforming a
   15         cross-reference; making a technical change; amending
   16         s. 473.308, F.S.; revising the education and work
   17         experience requirements for a certified public
   18         accountant license; directing the board to prescribe
   19         specified coursework for licensure; revising
   20         requirements for licensure by endorsement; revising
   21         requirements for licensure of international
   22         applicants; deleting obsolete language; amending s.
   23         473.312, F.S.; revising requirements for the approval
   24         of providers who administer continuing education on
   25         ethics for certified public accountants; requiring the
   26         board to give preference to certain providers;
   27         amending s. 473.3141, F.S.; revising requirements for
   28         certified public accountants licensed in another state
   29         or a territory of the United States to practice in
   30         this state without obtaining a license; amending s.
   31         473.309, F.S.; conforming cross-references; reenacting
   32         s. 473.311(1)(b), F.S., relating to renewal of
   33         license, to incorporate the amendment made to s.
   34         473.312, F.S., in a reference thereto; providing an
   35         effective date.
   36          
   37  Be It Enacted by the Legislature of the State of Florida:
   38  
   39         Section 1. Section 473.301, Florida Statutes, is amended to
   40  read:
   41         473.301 Purpose.—The Legislature recognizes that there is a
   42  public need for independent and objective certified public
   43  accountants and that it is necessary to regulate the practice of
   44  public accounting to assure the minimum competence of
   45  practitioners and the accuracy of audit statements upon which
   46  the public relies and to protect the public from dishonest
   47  practitioners and, therefore, deems it necessary in the interest
   48  of public welfare to regulate the practice of public accountancy
   49  in this state.
   50         Section 2. Subsection (9) of section 473.302, Florida
   51  Statutes, is amended to read:
   52         473.302 Definitions.—As used in this chapter, the term:
   53         (9) “Uniform Accountancy Act” means the Uniform Accountancy
   54  Act, Eighth Edition, dated January 2018 and published by the
   55  American Institute of Certified Public Accountants and the
   56  National Association of State Boards of Accountancy.
   57  
   58  However, these terms shall not include services provided by the
   59  American Institute of Certified Public Accountants or the
   60  Florida Institute of Certified Public Accountants, or any full
   61  service association of certified public accounting firms whose
   62  plans of administration have been approved by the board, to
   63  their members or services performed by these entities in
   64  reviewing the services provided to the public by members of
   65  these entities.
   66         Section 3. Subsection (1) of section 473.3035, Florida
   67  Statutes, is amended to read:
   68         473.3035 Division of Certified Public Accounting.—
   69         (1) All services concerning this chapter, including, but
   70  not limited to, recordkeeping services, examination services,
   71  legal services, and investigative services, and those services
   72  in chapter 455 necessary to perform the duties of this chapter
   73  are shall be provided by the Division of Certified Public
   74  Accounting. The board may, by majority vote, delegate a duty or
   75  duties to the appropriate division within the department or
   76  competitively procure contracted services pursuant to part I of
   77  chapter 287 for the performance of such duties, except for
   78  investigative services. All such contracted services must be
   79  fulfilled by corporations organized under chapter 617. The board
   80  may, by majority vote, rescind any such delegation of duties or
   81  contracted services at any time.
   82         Section 4. Subsection (3) of section 473.306, Florida
   83  Statutes, is amended, and subsection (4) of that section is
   84  republished, to read:
   85         473.306 Examinations.—
   86         (3) An applicant is entitled to take the licensure
   87  examination to practice in this state as a certified public
   88  accountant if:
   89         (a) The applicant has completed 120 semester hours or 180
   90  quarter hours from an accredited college or university with a
   91  concentration in accounting and business courses as prescribed
   92  specified by the board by rule; and
   93         (b) The applicant shows that she or he has good moral
   94  character. For purposes of this paragraph, the term “good moral
   95  character” has the same meaning as provided in s. 473.308(6)(a)
   96  s. 473.308(7)(a). The board may refuse to allow an applicant to
   97  take the licensure examination for failure to satisfy this
   98  requirement if:
   99         1. The board finds a reasonable relationship between the
  100  lack of good moral character of the applicant and the
  101  professional responsibilities of a certified public accountant;
  102  and
  103         2. The finding by the board of lack of good moral character
  104  is supported by competent substantial evidence.
  105  
  106  If an applicant is found pursuant to this paragraph to be
  107  unqualified to take the licensure examination because of a lack
  108  of good moral character, the board must shall furnish to the
  109  applicant a statement containing the findings of the board, a
  110  complete record of the evidence upon which the determination was
  111  based, and a notice of the rights of the applicant to a
  112  rehearing and appeal.
  113         (4) The board shall have the authority to establish the
  114  standards for determining and shall determine:
  115         (a) What constitutes a passing grade for each subject or
  116  part of the licensure examination;
  117         (b) Which educational institutions, in addition to the
  118  universities in the State University System of Florida, shall be
  119  deemed to be accredited colleges or universities;
  120         (c) What courses and number of hours constitute a major in
  121  accounting; and
  122         (d) What courses and number of hours constitute additional
  123  accounting courses acceptable under s. 473.308(4).
  124         Section 5. Subsections (4) through (10) of section 473.308,
  125  Florida Statutes, are amended to read:
  126         473.308 Licensure.—
  127         (4)(a) An applicant for licensure must meet at least one of
  128  the following requirements:
  129         1.Complete have at least 150 semester hours of college
  130  education, including a baccalaureate or higher degree conferred
  131  by an accredited college or university, with a concentration in
  132  accounting and business as prescribed in the total educational
  133  program to the extent specified by the board.
  134         2.Hold a master’s degree in accounting or finance
  135  conferred by an accredited college or university with a
  136  concentration in accounting and business as prescribed by the
  137  board.
  138         3.Hold a baccalaureate degree in accounting or finance
  139  conferred by an accredited college or university with a
  140  concentration in accounting and business as prescribed by the
  141  board.
  142         4.Hold a baccalaureate degree in any major course of study
  143  conferred by an accredited college or university and have
  144  completed coursework required for a concentration in accounting
  145  and business as prescribed by the board.
  146         (b)The board shall prescribe the coursework required for a
  147  concentration in accounting and business. The board may deem an
  148  applicant to have satisfied requirements for such coursework if
  149  the applicant receives a baccalaureate or higher degree in
  150  accounting or finance conferred by an accredited college or
  151  university in a state or territory of the United States. An
  152  applicant receiving a baccalaureate or higher degree with a
  153  major course of study other than accounting or finance must
  154  complete the coursework required for a concentration in
  155  accounting and business as prescribed by the board.
  156         (5)(a) An applicant for licensure who completes the
  157  education requirements under subparagraph (4)(a)1. or
  158  subparagraph (4)(a)2. after December 31, 2008, must show that he
  159  or she has had 1 year of work experience. An applicant who
  160  completes the education requirements under subparagraph (4)(a)3.
  161  or subparagraph (4)(a)4. must show 2 years of work experience.
  162         (b)Such work This experience includes shall include
  163  providing any type of service or advice involving the use of
  164  accounting, attest, compilation, management advisory, financial
  165  advisory, tax, or consulting skills, all of which must be
  166  verified by a certified public accountant who is licensed by a
  167  state or territory of the United States. This experience is
  168  acceptable if it was gained through employment in government,
  169  industry, academia, or public practice; constituted a
  170  substantial part of the applicant’s duties; and was verified by
  171  a certified public accountant licensed by a state or territory
  172  of the United States. The board shall adopt rules specifying
  173  standards and providing for the review and approval of the work
  174  experience required by this subsection section.
  175         (b)However, an applicant who completed the requirements of
  176  subsection (4) on or before December 31, 2008, and who passes
  177  the licensure examination on or before June 30, 2010, is exempt
  178  from the requirements of this subsection.
  179         (6)(a) An applicant for licensure must shall show that he
  180  or she the applicant has good moral character. For purposes of
  181  this paragraph, the term:
  182         (7)(a) “good moral character” means a personal history of
  183  honesty, fairness, and respect for the rights of others and for
  184  the laws of this state and nation.
  185         (b) The board may refuse to certify an applicant for
  186  failure to satisfy this requirement if:
  187         1. The board finds a reasonable relationship between the
  188  lack of good moral character of the applicant and the
  189  professional responsibilities of a certified public accountant;
  190  and
  191         2. The finding by the board of lack of good moral character
  192  is supported by competent substantial evidence.
  193         (c) When an applicant is found to be unqualified for a
  194  license because of a lack of good moral character, the board
  195  shall furnish to the applicant a statement containing the
  196  findings of the board, a complete record of the evidence upon
  197  which the determination was based, and a notice of the rights of
  198  the applicant to a rehearing and appeal.
  199         (7)(8) The board shall certify as qualified for a license
  200  by endorsement an applicant who:
  201         (a)Is not licensed and has not been licensed in any state
  202  or territory and who has met the requirements of this section
  203  for education, work experience, and good moral character and has
  204  passed a national, regional, state, or territorial licensing
  205  examination that is substantially equivalent to the examination
  206  required by s. 473.306; or
  207         (b)1. holds an active a valid license in good standing to
  208  practice public accounting issued by another state or a
  209  territory of the United States, if the applicant has maintained
  210  good moral character and, at the time of licensure by such other
  211  state or territory, the applicant was required to show evidence
  212  of having obtained at least a baccalaureate degree from an
  213  accredited college or university and having passed the Uniform
  214  CPA Examination criteria for issuance of such license were
  215  substantially equivalent to the licensure criteria that existed
  216  in this state at the time the license was issued;
  217         2.Holds a valid license to practice public accounting
  218  issued by another state or territory of the United States but
  219  the criteria for issuance of such license did not meet the
  220  requirements of subparagraph 1.; has met the requirements of
  221  this section for education, work experience, and good moral
  222  character; and has passed a national, regional, state, or
  223  territorial licensing examination that is substantially
  224  equivalent to the examination required by s. 473.306; or
  225         3.Holds a valid license to practice public accounting
  226  issued by another state or territory of the United States for at
  227  least 10 years before the date of application; has passed a
  228  national, regional, state, or territorial licensing examination
  229  that is substantially equivalent to the examination required by
  230  s. 473.306; and has met the requirements of this section for
  231  good moral character.
  232         (8)(9)An international applicant who seeks licensure as a
  233  certified public accountant in this state must meet at least one
  234  of the following requirements:
  235         (a)Hold an active license in good standing to If the
  236  applicant has at least 5 years of experience in the practice of
  237  public accountancy in the United States or in the practice of
  238  public accountancy or its equivalent in a foreign country that
  239  the International Qualifications Appraisal Board of the National
  240  Association of State Boards of Accountancy has determined has
  241  licensure standards that are substantially equivalent to those
  242  in the United States, or has at least 5 years of work experience
  243  that meets the requirements of subsection (5), the board must
  244  waive the requirements of subsection (4) which are in excess of
  245  a baccalaureate degree. All experience that is used as a basis
  246  for waiving the requirements of subsection (4) must be while
  247  licensed as a certified public accountant by another state or
  248  territory of the United States or while licensed in the practice
  249  of public accounting, accountancy or its equivalent, in a
  250  foreign country that the International Qualifications Appraisal
  251  Board of the National Association of State Boards of Accountancy
  252  has determined has licensure standards equal that are
  253  substantially equivalent to those in the United States, and the
  254  international applicant has passed an exam pursuant to s.
  255  473.306(5).
  256         (b)Hold an active license in good standing to practice
  257  public accounting, or its equivalent, in a foreign country that
  258  the International Qualifications Appraisal Board of the National
  259  Association of State Boards of Accountancy has not determined
  260  has licensure standards equal to those in the United States, and
  261  the international applicant has met the requirements for
  262  education, work experience, and good moral character under
  263  subsections (4), (5), and (6) and has passed the Uniform CPA
  264  Examination. The board shall have the authority to establish the
  265  standards for experience that meet this requirement.
  266         (9)(10) The board may refuse to certify for licensure any
  267  applicant who is under investigation in another state for any
  268  act that would constitute a violation of this act or chapter
  269  455, until such time as the investigation is complete and
  270  disciplinary proceedings are have been terminated.
  271         Section 6. Paragraph (c) of subsection (1) of section
  272  473.312, Florida Statutes, is amended to read:
  273         473.312 Continuing education.—
  274         (1)
  275         (c) At least Not less than 5 percent of the total hours
  276  required by the board must shall be in ethics applicable to the
  277  practice of public accounting. This requirement shall be
  278  administered by providers approved by the board, and a majority
  279  of the hours must shall include a review of the provisions of
  280  chapter 455 and this chapter, chapter 455, and the related
  281  administrative rules. Such requirement must be administered by
  282  reputable providers approved by the board. The board shall give
  283  preference to corporations not for profit organized under
  284  chapter 617 which are exempt from taxation under s. 501(c)(6) of
  285  the Internal Revenue Code and which demonstrate their
  286  experience, integrity, knowledge, practice, professional
  287  responsibility, and representation of the largest numbers of
  288  certified public accountants in this state.
  289         Section 7. Subsections (1) and (3) of section 473.3141,
  290  Florida Statutes, are amended to read:
  291         473.3141 Certified public accountants licensed in other
  292  states.—
  293         (1) Except as otherwise provided in this chapter, An
  294  individual who holds an active license in good standing to
  295  practice public accounting in another state or a territory of
  296  the United States and who does not have an office in this state
  297  has the privileges of Florida certified public accountants and
  298  may provide public accounting services in this state without
  299  obtaining a license under this chapter or notifying or
  300  registering with the board or paying a fee if, at the time of
  301  licensure by such other state or territory, the individual was
  302  required to show evidence of having obtained at least a
  303  baccalaureate degree and having passed the Uniform CPA
  304  Examination:
  305         (a)Holds a valid license as a certified public accountant
  306  from a state that the board or its designee has determined by
  307  rule to have adopted standards that are substantially equivalent
  308  to the certificate requirements in s. 5 of the Uniform
  309  Accountancy Act in the issuance of licenses; or
  310         (b)Holds a valid license as a certified public accountant
  311  from a state that has not been approved by the board as having
  312  adopted standards in substantial equivalence with s. 5 of the
  313  Uniform Accountancy Act, but obtains verification from the
  314  board, or its designee, as determined by rule, that the
  315  individual’s certified public accountant qualifications are
  316  substantially equivalent to the certificate requirements in s. 5
  317  of the Uniform Accountancy Act. The board shall define by rule
  318  what constitutes an office.
  319         (3) An individual certified public accountant from another
  320  state or a territory of the United States who practices pursuant
  321  to this section, and the firm that employs that individual, must
  322  shall both consent, as a condition of the privilege of
  323  practicing in this state:
  324         (a) To the personal and subject matter jurisdiction and
  325  disciplinary authority of the board;
  326         (b) To comply with this chapter and the applicable board
  327  rules;
  328         (c) That if the individual’s license as a certified public
  329  accountant from another the state or a territory of the United
  330  States becomes invalid of the individual’s principal place of
  331  business is no longer valid, the individual must will cease
  332  offering or rendering public accounting services in this state,
  333  individually and on behalf of a firm; and
  334         (d) To the appointment of the state board that issued the
  335  individual’s license as the agent upon whom process may be
  336  served in any action or proceeding by the board or department
  337  against the individual or firm.
  338         Section 8. Paragraph (c) of subsection (1), paragraph (d)
  339  of subsection (2), and paragraph (c) of subsection (3) of
  340  section 473.309, Florida Statutes, are amended to read:
  341         473.309 Practice requirements for partnerships,
  342  corporations, and limited liability companies; business entities
  343  practicing public accounting.—
  344         (1) A partnership may not engage in the practice of public
  345  accounting, as defined in s. 473.302(8)(a), or meet the
  346  requirements of s. 473.3101(1)(b), unless:
  347         (c) At least one general partner is a certified public
  348  accountant of this state and holds an active license or, in the
  349  case of a firm that must have a license pursuant to s.
  350  473.3101(1)(c), at least one general partner is a certified
  351  public accountant in some state and meets the requirements of s.
  352  473.3141 s. 473.3141(1)(a) or (b).
  353         (2) A corporation may not engage in the practice of public
  354  accounting, as defined in s. 473.302(8)(a), or meet the
  355  requirements of s. 473.3101(1)(b), unless:
  356         (d) At least one shareholder of the corporation is a
  357  certified public accountant and holds an active license in this
  358  state or, in the case of a firm that must have a license
  359  pursuant to s. 473.3101(1)(c), at least one shareholder is a
  360  certified public accountant in some state and meets the
  361  requirements of s. 473.3141 s. 473.3141(1)(a) or (b).
  362         (3) A limited liability company may not engage in the
  363  practice of public accounting, as defined in s. 473.302(8)(a),
  364  or meet the requirements of s. 473.3101(1)(b), unless:
  365         (c) At least one member of the limited liability company is
  366  a certified public accountant and holds an active license in
  367  this state or, in the case of a firm that must have a license
  368  pursuant to s. 473.3101(1)(c), at least one member is a
  369  certified public accountant in some state and meets the
  370  requirements of s. 473.3141 s. 473.3141(1)(a) or (b).
  371         Section 9. For the purpose of incorporating the amendment
  372  made by this act to section 473.312, Florida Statutes, in a
  373  reference thereto, paragraph (b) of subsection (1) of section
  374  473.311, Florida Statutes, is reenacted to read:
  375         473.311 Renewal of license.—
  376         (1)
  377         (b) A nonresident licensee seeking renewal of a license in
  378  this state shall be determined to have met the continuing
  379  education requirements in s. 473.312, except for the
  380  requirements in s. 473.312(1)(c), if the licensee has complied
  381  with the continuing education requirements applicable in the
  382  state in which his or her office is located. If the state in
  383  which the nonresident licensee’s office is located has no
  384  continuing education requirements for license renewals, the
  385  nonresident licensee must comply with the continuing education
  386  requirements in s. 473.312.
  387         Section 10. This act shall take effect July 1, 2026.