Tax Preparer Bond

To apply for a Tax Preparer Bond, please download the form provided and follow the instructions below.

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

NOTE: Include with your application, a copy of the certificate of continuing education to show requirements met.

You may also be interested in

Tax Preparers Professional Liability Policy

   

Fax Instructions

  1. Complete the necessary forms.
    DO NOT LEAVE FIELDS BLANK
  2. Sign and date the forms.
  3. Fax the completed forms and documentation to
    1-877-577-1722 or
    (209) 954-0800

    Please forward by U.S. Mail the original signed forms and documentation in addition to your faxed items

Mail Instructions

  1. Complete the necessary forms.
  2. Sign and date the forms.
  3. Mail the completed forms and documentation to:
    Sanguinetti & Co.
    7337 Pacific Avenue
    Stockton, CA 95207-1924