Tax Preparer Bonds

Tax Preparer Bonds

A $5,000 Tax Preparer Bond is required by the State of California Tax Education Council (CTEC) to protect the general public from negligence on the part of the tax preparer.  To apply for a Tax Preparer Bond, download the application form below to apply.

The low premiums for the Tax Preparers Bonds are as follows:
1 Year Premium – $45
2 Year Premium – $55
3 Year Premium – $70
4 Year Premium – $80

Tax Preparer Bond Application (PDF)

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You may also be interested in Tax Preparers’ Errors & Omissions Insurance.  

Tax Preparers’ clients wait until the last minute and expect to meet the IRS deadlines. There are not enough hours in the day and when the pressure is on, it’s easy to make mistakes.

Tax Preparers’ Errors and Omissions Insurance covers losses due to errors or omissions of persons who prepare tax returns for others for a fee, including incorrect or incomplete preparation of forms and calculation errors.

Tax Preparers Professional Liability App (PDF)

Fax or Email Instructions:
Complete fully, sign, and date as directed the applications.
DO NOT LEAVE FIELDS BLANK
Fax documents to: (877)577-1722 or (209)954-0800
or scan & email: bonds@sanguinettico.com
Please forward by the original signed forms and documentation.
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Mail Instructions:
Complete fully, sign, and date as directed the applications.
DO NOT LEAVE FIELDS BLANK
Mail the completed forms and documentation to:
  Sanguinetti & Co. Ins. 
  7337 Pacific Avenue 
  Stockton, CA 95207-1924

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(Tax Preparer; Tax Preparers Bond; Tax Preparer E&O; Tax Preparer Professional Liability)



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800-350-7700.

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