Professional Liability Insurance for Tax Preparers & Bookkeepers
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.
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.


