partner home image
Jackson Hewitt company logo

Professional Liability Insurance

For Jackson Hewitt Tax Preparers & Bookkeepers

The Landy Insurance Agency & Jackson Hewitt Tax Service have formed a partnership to provide members with exceptional professional insurance services. Professional  Liability Insurance is available for your business,  no matter the size, with the coverage features needed for today’s practices. Protecting your firm against a malpractice claim is critical in a litigious world, and our easy-to-apply for, cost-effective policies mean you’ll be protected should you ever be sued. The program features an exclusive risk management website offering important practice tips, sample professional letters, no cost webinars and CE credits, as well as a free & confidential Risk Management Hotline. Also available are Workers Compensation, Business Office Liability, Privacy/Cyber and Crime policies. We welcome Jackson Hewitt members and look forward to serving your professional insurance needs.

Our Professional Liability Insurance for Tax Preparers & Bookkeepers program covers Accountants, Bookkeepers, Enrolled Agents, and Tax Preparers. Our broad definition of Professional Services includes Accounting, Financial Planning, Consulting, Notary Public, Fiduciary, Investment Advisor and Arbitrator/Mediator.


Information & Highlights

Landy Insurance Highlights for Accountants

Landy Insurance Highlights for NEW YORK Accountants

Landy Insurance Cyber Insurance Highlights

Landy Insurance Accounting and Cyber Insurance Highlights - 2 sided


EXPRESS Applications - Fillable PDFs

EXPRESS Application (all states except CA, NM, NY)

EXPRESS Application - California

EXPRESS Application - New Mexico

EXPRESS Application - New York (Counties of New York, Bronx, Kings, Queens, Richmond)

EXPRESS Application - New York (EXCEPT Counties of New York, Bronx, Kings, Queens, Richmond)

A Note About Our EXPRESS Applications: Our self rating Express Application is available to qualified applicants with revenues of $1,000,000 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 use the appropriate STANDARD Application listed below or contact our office at 800-336-5422 for assistance.


Standard Applications and Supplements

Standard Application (all states except NY)

Standard Application - New York

General Supplement (all states except NY)

General Supplement - New York


Eat you for dinner

 

Accountants Risk Management


More Information

The Landy Insurance Agency is a national leader in providing professional insurance services for attorneys, real estate professionals and accountants. John Torvi can be reached at 781‐292‐5417 or johnt@landy.com. Or visit www.landy.com for more information.

If you are a business owner looking to obtain coverage, please click on the main header to visit our public website. You will find links to the appropriate information in the left hand, green, navigation area

If you are an insurance producer looking to register with us or obtain coverage for your client, please visit our Partner Resource Center for information.

Connect with Landy

I am interested in the following: