A tax preparer, also known as a document preparer helps individuals and businesses with:
- Preparing tax returns
- Providing financial statement preparation
- Assisting with legal matters such as document or application preparation (not acting as a legal authority)
- Even bankruptcy petition documentation
A surety bond is currently only required in California and Nevada.
This surety bond is part of each states licensing process and it's purpose is to hold the tax preparer or document preparer accountable to the:
- State laws regarding financial document preparation
- And to the promises made to their customer base
If you're required to purchase the California tax preparer bond or the Nevada document preparer bond, click below and learn more about the bond for your state.
You can also get pricing and purchase your bond today.
