Professional Liability Insurance for Tax Preparers & Bookkeepers

Accountants Basic Coverage for Professional Liability Insurance      The Accountants Basic Coverage offers Professional Liability Insurance for Tax Preparers,      Bookkeepers, and Small Accounting firms. Full or part time Professionals are eligible to      apply. Not available in: Alaska, New York or Louisiana.

 

Policy Limits Available (Per Claim/Aggregate)

  • $100,000 / $200,000
  • $250,000 / $500,000
  • $500,000 / $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
  • Independent Contractors
  • Reviews (optional)
  • Predecessor Firms
  • Tax Engagements
  • Bookkeeping
  • Tax Planning
  • 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.