California Tax Preparer Bond - $5,000 (1 year)
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-approval for a one year $5,000 California Tax Preparer Bond for only $25. See above 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, assist with, or prepare 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.
note that California Tax Preparer Bonds cannot be backdated, they can
only use the current date or a future date that you specify.
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.
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.
year, even throughout our busiest season, we
will e-mail your
official pre-executed California
Tax Preparer Bond the same business day if your order is
Once your bond is purchased, it is non-refundable. All premiums and fees are fully earned. Any changes that have to be made after the bond is issued are subject to a fee.
If you have not received the bond in your email within this time frame, please check your spam folder.
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.
Click Here For The Fast & Easy Online Application