1-800-361-1720 1100 Via Callejon, Suite A, San Clemente, CA 92673All Surety Bonds. All States. All Credit.

                                                  

                                   California Tax Preparer Bond Application

 

$5000 CA Tax Preparer Bond     

Any person who, for a fee, assists with or prepares tax returns for another CA taxpreparer surety bondperson, 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. 

 

Purchase your Tax Preparer Bond Online using our Secure Web Application


A credit card is required for online processing. Please note a 6% service fee will be charged. You may print this application and mail with a check to avoid the fee.

Please note: All surety bonds require manual execution (Original Signature and Seal). Most Tax Preparer bonds are executed by the following business day. 

Secure Online Application:

5 Year Term for $100
No Shorter Terms Available


Effective Date**
Applicant:
Street Address:
City:
State:
Zip Code:
Business Phone:
Business Fax:
Email Address:
We will email your new bond directly to this email address upon request, usually within 1 business day.
Comments
Name on Credit Card:
Credit Card Billing Address: (If different from above)
City:
State:
Zip:
VISA or Master Card Account Number
Credit Card Expiration Date:
3 Digit Security Code
For Appointed Brokers*
Broker Code
Broker Name
*need filled in to receive commission
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If you currently have a CA Tax Preparer Bond with us please use the following:

ON LINE RENEWAL FORM

 

For Tax Preparer E & O Coverage please use the following:
TAX PREPARER E & O



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