Professional Liability Insurance for Tax Preparers & Bookkeepers

Our Professional Liability Insurance for Tax Preparers & Bookkeepers program covers Accountants, Bookkeepers, Enrolled Agents, and Tax Preparers for services provided in their accounting practices. Our broad definition of Professional Services includes Accounting, Financial Planning, Consulting, Notary Public, Fiduciary, Investment Advisor and Arbitrator/Mediator.

 Accountants Professional Liability   Accountants Liability Insurance

Accountants Risk Management

Tax Preparers & Bookkeepers
Professional Liability Insurance Highlights

  • Two Year Policy Option for EXPRESS Insureds Reinstating Policy Limits and Locking In the Premium

  • Broad Definition of Professional Services Including Investment Advisor, Personal Fiduciary and Pro Bono Services

  • Policy Limits up to $5,000,000. Higher limits may be available

  • Deductible Reduction of 50% if Claim is Resolved through Arbitration or Non-Binding Mediation

  • Disciplinary Proceedings - $10,000 per disciplinary action/$20,000 per Policy Period

  • Security Incident Reimbursement - up to $10,000 per incident/$20,000 per Policy Period

  • Subpoena Assistance - $25,000 per Policy Period

  • And much more!

Our self rating Express Application is available to qualified applicants with revenues of $250,000 or less. If you can answer “true” to the 9 eligibility questions on the application, choose the correct revenue table and then choose the limit and deductible option you wish to purchase. One and Two year Policy options are available. A two year policy locks in the premium for two years and reinstates the limits of liability for the second policy term.

If you are unable to answer "True" to all the questions on the application, please contact our office at 800.336.5422 for assistance.


Next Webinar on September 26, 2018. Be sure to watch this area for all of our 2018 CE Webinars for CPA's, Accountants, Tax Preparers, Bookkeepers and Enrolled Agents.