The California Tax Preparer Bond is designed to protect the tax preparer's clients from any dishonest acts, fraud, misrepresentation, deceit, or any unlawful acts or omissions by the tax preparer in the preparation of tax returns up to $5,000.
Any person who charges a fee for preparing or for assisting with preparing tax returns for another person in the state of California is required to obtain a $5,000 Tax Preparer Bond. This requirement complies with the California Business and Professions Code, Sections 22250-22259.
This surety bond costs $100 for a 5-year term.
To apply for a Tax Preparer bond, simply complete our secure online application or request a PDF application via email to apps@southcoastsurety.com. If you are ready to move forward with paying the $100 for the tax preparer bond, please provide payment information where indicated.
Other names for this surety bond: CTEC Bond, Tax Prep Bond, Tax Bond
Any person who, for a fee, assists with or prepares tax returns for another person, is required to obtain a $5,000 Tax Preparer Bond and file it with CTEC, the California Tax Education Council. A tax preparer may not conduct business without having a current surety bond.
South Coast Surety has been proudly providing surety support to all fifty U.S. states for twenty years. Starting out as a small agency with a dream in San Clemente, California, we have steadily grown into one of the largest bond-only agencies in the nation. We write all commercial bonds and contract bonds for every American business and industry. Our greatest achievement is helping our clients grow their business alongside our own through coaching and obtaining larger bonding limits at the best rates. We work hard for our clients and take pride in bonding businesses that have been declined by our competitors.