California Tax Preparer Bond - $5,000 (1 year)
Tax Preparers are required by the state of California to possess a California Tax Preparer Surety Bond for $5,000 before you can be licensed as a California Registered Tax Preparer. Under SB1307, you can obtain your California Tax Preparer Surety Bond before you obtain your completion certificate from tax school.
With Bonds Express, you are guaranteed pre-approved for a one year $5,000 California Tax Preparer Bond for only $25. Check below for the California tax Preparer Surety Bonds in multi-year increments (up to five years) to increase your savings!
The State of California Franchise Tax Board mandates that you must register as a California Tax Preparer if you, for a fee, assists with or prepares state and/or federal income tax returns. Exempt preparers are California Certified Public Accountants (CPAs), attorneys who are members of the State Bar of California, Enrolled Agents, and certain other specified banking or trust officials.
In addition to the California Tax Preparer Surety Bond, there are other requirements necessary to become licensed as a California Tax Preparer. You must take a 60 hour qualifying education course from a California Tax Education Council (CTEC) approved provider. For every renewal year , you must also take a minimum of 20 hours of continuing education that is to include no less than 12 hours of federal tax curriculum and 4 hours of California tax curriculum.
A surety bond protects the party requesting the bond, the Obligee, against any financial losses as a result of poor financial decisions, damages, unethical decisions, or a failure to follow state and local laws on the part of you, the Principal. The California Tax Preparer Bond holds you accountable for your business decisions.
By possessing a California Tax Preparer Bond, you are telling your Obligee that you can be trusted as a Principal and that you stand behind your business decisions.
|All year, even throughout our busiest season, we e-mail your official pre-executed California Tax Preparer Bond the same business day if your order is received before 1pm EST.|
Multi-year bonds are delivered free; 1 year bonds have a $5 processing and delivery charge.
Please note that this bond type cannot be backdated; the effective date will be the day that we process you bond.
Once your bond is purchased, it is non-refundable. All premiums and fees are fully earned. Any changes that have to be made after it is
issued are subject to a $5 fee.
Otherwise, we will mail you your California Tax Preparers Bond, printed on the official bond form that your Obligee requires, by the end of our business day if your order is received before 1pm EST. If you have not received this bond in you email within this time frame, please check your spam folder. Please note that these bonds cannot be opened on a smart phone so please check on your home computer.
All California Tax Preparer Bond orders received after 1pm EST will be processed, then emailed within 1 business day.
All California Tax Preparer Bonds are provided by surety companies listed on the US Treasury list of approved companies.
No one is turned down. We do NOT need your Social Security Number and there is NO credit check.
Click on the link below to get your California Tax Preparer Bond issued.