October 11, 201X Ms. Samantha Smith 1455 S. Elm Street San Diego, California 92101 Dear Samantha: I enjoyed speaking with you earlier regarding … The circumstances seem to represent a great opportunity. Facts This is a summary of important information upon you are basing your letter and/or the information the client provided to you. Only relevant facts belong here; do not begin your analysis in this section. Issue This section contains the questions you will be answering or the problem you will be trying to solve, in question format. No other information should be included in this section. Analysis In this section, you will provide your reasoning, analysis, and support for your conclusions. In other words, this section will contain any information that you used to help answer the questions posed in the Issue section. If you are quoting, paraphrasing, or referring to any accounting standards, etc., they will generally be in this section and properly cited. Conclusion In this section, you will summarize and conclude with any answer(s) to the question(s) raised in the Issues section, so that your reader fully understands. You will then close with a friendly closing such as: If you have any questions or need additional information, please give me a call. Sincerely, Mary Smith, CPA Your new client, Addy Totals, has extensive corporate accounting experience (over 10 years), but recently moved to California and has not passed her CPA exam (none of the four parts). She has a few questions that she recently wrote you about, and she is expecting you to write back soon. In fact, you should send the letter by the end of this class period. Here is her letter: Totals Accounting LLC 1357 Career Blvd. San Diego, CA 91111 September 27, 20XX [Your name] 2468 SDSU Lane San Diego, CA 92222 Dear [Your name]: Subject: Question about getting a CPA license As you know, I just finished by BSBA in Accounting from East Coast University and now I need to look into how to become a CPA in California. Since you are already licensed, I thought you might be able to answer a few questions and provide any other details I might have missed. I included my questions below. Thanks in advance! What are the educational requirements to sit for the CPA exam in California? I cannot seem to tell if a Bachelor’s is adequate or do I need 150 hours? I cannot seem to make heads or tails of the California Business and Professions Code Section 5090-5094. Does California have an experience requirement? How long? What do I have to file with the Board to show I have the experience? Who “signs off” on my experience? Am I required to get any certain kind of experience? Do all CPAs have to have that experience? Does the Board have any opportunity to review/audit my experience? Once I have passed the CPA exam, are any other exams required for licensure? If so, what kind of exams? How are those exams administered and by whom? I know that all this information can be found at http://www.dca.ca.gov/cba/index.shtml (Links to an external site.), but I can’t seem to sort it all out. Thank you! Sincerely, Addy
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