Insurance for Tax Preparers

Home / Professional Liability / Tax Preparers

Ready to Apply

You may submit an application online by clicking the “GET A QUOTE” button, or download and fill out the application and supplemental documentation. If you download the application you may either submit them via email, fax or postal mail.

Applications Personal Liability Application

Become a Producer

We write the tough risks and producers reap the rewards. Whatever the unique underwriting characteristics that make a risk difficult to place, we adapt to specific needs and concerns.

Learn More about becoming a producer.

A Producer agreement is not necessary to receive a quote. However, an agreement must be completed in order to bind coverage.

Liability Coverage For Tax Preparers Professionals

accountant

Many tax preparers make the costly mistake of assuming they would be covered under their general commercial liability policy. However, some risks are only covered under a professional liability insurance policy. We live in a litigious environment and it doesn’t take much for someone to turn to a lawsuit to resolve an issue. Therefore, as a tax preparer – whether you’re an accountant or bookkeeper- it’s important you understand the liability risks associated with your profession. We can tailor a policy that will protect you against those risks.

accountant

Questions to Consider:

Does your existing insurance coverage address all of your needs?

Many traditional insurance policies restrict certain aspects of liability coverage that tax preparers, accountants, certified public accounts and consultants should have in place. Standard policies have exclusions and limitations and you might not have the coverage.

Know the Facts

One New Lawsuit Happens Every 2 Seconds In the U.S.

Most General Liability Policies Exclude Lawsuits Related To Your Tax Preparation Work

Ready to Apply

You may submit an application online by clicking the “GET A QUOTE” button, or download and fill out the application and supplemental documentation. If you download the application you may either submit them via email, fax or postal mail.

Applications Personal Liability Application

Become a Producer

We write the tough risks and producers reap the rewards. Whatever the unique underwriting characteristics that make a risk difficult to place, we adapt to specific needs and concerns.

Learn More about becoming a producer.

A Producer agreement is not necessary to receive a quote. However, an agreement must be completed in order to bind coverage.