California Tax Preparer Surety Bond

California Tax Preparer Surety Bond

Other names for this surety bond: CTEC Bond, Tax Prep Bond, Tax Bond, Errors & Omissions Policy Bond (E&O)

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.

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 below or download the PDF application and 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, or click the following link to be directed to our payment options.