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.
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.
Be sure to watch for our next CE Webinar on December 6 with all new content.
"Hookers, Cocaine and Racehorses: the Life of an Accountant - spotting employee embezzlement at a client" - December 6, 2017.