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:

• 2-year at $45
• 3-year at $50
• 4-year at $64
• 5-year at $80

Tax Preparer Bond Application (PDF)

 

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 Application (PDF)

 

Fax or Email Instructions:

Complete fully, sign, and date the application.

Fax documents to: (877)577-1722 or (209)954-0800

Or scan & email: bonds@sanguinettico.com

 

Or mail to our office:

Sanguinetti & Co. Ins.

7337 Pacific Avenue

Stockton, CA 95207-1924