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Terms Used In Vermont Statutes Title 26 Sec. 15

  • Firm: means a sole proprietorship, a corporation, a partnership, association, or any other entity that practices public accountancy. See
  • Person: shall include any natural person, corporation, municipality, the State of Vermont or any department, agency, or subdivision of the State, and any partnership, unincorporated association, or other legal entity. See
  • Practice of public accounting: means the performance or the offering to perform by a person or firm holding itself out to the public as being licensed, registered, or otherwise authorized under this chapter, for a client or potential client, of one or more kinds of services involving the use of accounting or auditing skills, including the issuance of reports on financial statements, or of one or more kinds of management advisory, financial advisory, or consulting services, or the preparation of tax returns or the furnishing of advice on tax matters. See
  • Public accountant: means a certified public accountant or a registered public accountant until July 1, 2003, after which the title of registered public accountant will still exist for those licensed as registered public accountants or having received conditional credit toward licensure as a registered public accountant by that date, but will no longer be a title granted by the Board. See
  • report: includes any form of language that disclaims an opinion when the form of language is conventionally understood to imply any positive assurance as to the reliability of the attested information or compiled financial statements referred to or special competence on the part of the person or firm issuing the language; and it includes any other form of language that is conventionally understood to imply such assurance or such special knowledge or competence. See
  • State: includes the states of the United States, the District of Columbia, Puerto Rico, Guam, the U. See

§ 15. Exemptions

Nothing in this chapter shall prohibit:

(1) A federal, State, or municipal officer or employee from performing the lawful functions and duties of any office or service required.

(2) An officer, employee, partner, or principal of any organization from:

(A) signing a statement or report in reference to the affairs of that organization, with wording designating the title held in the organization; or

(B) describing himself or herself by title.

(3) A person from offering or rendering to the public bookkeeping and tax services, including devising and installing systems, recording and presenting financial information or data, preparing financial statements, schedules, reports, and exhibits, and similar services.

(4) An individual person from using a title previously held as a public accountant licensed or certified in this or any other state, provided that the person’s license or certificate was not revoked or suspended, and provided further that the person is not currently engaged in the practice of public accounting and does not use the title for the purpose of practicing public accounting.

(5) Other licensed or certified professionals from carrying on in the usual manner any of the functions of their professions.

(6) A firm, which does not hold a valid registration under section 74 of this title and which does not have an office in this State, from providing its professional services and from practicing public accounting in this State as long as the firm complies with the requirements of subsection 74(b) of this title. (Added 1975, No. 89, § 9; amended 1981, No. 161 (Adj. Sess.), § 2; 1991, No. 167 (Adj. Sess.), § 3; 2001, No. 129 (Adj. Sess.), § 6; eff. June 13, 2002; 2007, No. 29, § 6; 2009, No. 35, § 6.)