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.

Tax Preparer Bond Application (343k)

Credit Card Authorization Form (optional)

Fax Instructions

  1. Complete the necessary forms.
  2. Sign and date the application.
  3. Fax the completed form and a copy of your certificate of continuing education to:
    1-877-577-1722 or
    (209) 954-0800

 

Mail Instructions

  1. Complete the necessary forms.
  2. Sign and date the application.
  3. Mail the completed form and a copy of your certificate of continuing education to:
    Sanguinetti & Co.
    7337 Pacific Avenue
    Stockton, CA 95207-1924

Bond customers outside of California,
please contact our office at
1-800-350-7700 or (209) 475-5182
before completing your application.

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We are licensed in the following States/Provinces:
California, Colorado, Montana, Nevada, Oregon, and Tennessee

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Site Last Updated:
February 18, 2008