Professional Liability Insurance for Tax Preparers and Bookkeepers - Professional Liability Insurance

Professional Liability Insurance for Tax Preparers & Bookkeepers

The Accountants Basic Coverage offers Professional Liability Insurance
for Tax Preparers, Bookkeepers, and Small Accounting firms.
Not available in: Alaska, New York or Louisiana

For Insurance Agents

Policy limits available:
Per Claim / Aggregate	Per Claim / Aggregate
$100,000 / $200,000	$500,000 / $500,000
$250,000 / $500,000	$1,000,000 / $1,000,000
Deductible:
$1,000.00 for loss and claim expense
Full Prior Acts protection is available
Insurance is provided for:
Compilations	Tax Engagements
Independent Contractors	Bookkeeping
Reviews (optional)	Tax Planning
Predecessor firms	Write-ups
Notary Public if in connection with your Accounting Services.
Eligibility:
Applicant does no work for financial institutions.
Applicant does no work for SEC/Syndications or bonds.
Applicant has had no more than 2 claims in the past 2 years.
Applicant has had no more than $10,000 paid for any single claim.
This document has been prepared for illustrative purposes only. The policy will govern the terms and conditions of the insurance coverage that is provided.

The Insurance is provided by General Star Indemnity or General Star National Company. The General Star Companies are subsidiaries of General Reinsurance Corporation, a Berkshire Hathaway Company. The General Star companies maintain A ++ ratings from A.M. Best and AAA ratings from Standard & Poors.
Select information, applications or forms that you need from the list below. All material is provided in Adobe Acrobat PDF format. If you do not have Adobe Acrobat Reader, Click here to install free.
Click to download the ABC Professional Liability Insurance Application for your state
Click to obtain specimen ABC policy (for all states except Connecticut)
Click to obtain specimen ABC policy (for Connecticut)

If you are an insurance agent and are not registered with us
Please click here to complete our online agency profile form

Insurance agents may obtain program information, sample policies, applications and helpful marketing material by visiting the Agents Resource Center.
Visit our Resource Center

Compliance with Professional Standards Reduces the Risk of Liability
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