As millions of businesses and individual owners compile their annual numbers, it’s important to remember: even careful tax preparers can make mistakes.  Tax Preparers’ Errors & Omissions Insurance is an affordable way for tax preparers to protect themselves from the consequences of IRS penalties and corresponding legal action.

A policy starts at only $154.70 annually ($10,000 single loss/$20,000 annual aggregate).  Please contact our office for available limits and coverage options.

OUR TAX PREPARERS’ POLICIES:

  1. Cover tax preparers and their clients  up to the policy limit.
  2. Cover defense costs (subject to policy limitations).
  3. Cover both full-time and part-time employees, even if they only work during tax season.
  4. Include one year complimentary retroactive coverage with the option to buy a second year of retroactive coverage.
  5. Offer the option for bookkeeping coverage to extend protections beyond tax work.
  6. Allow discounts for Enrolled Agents and members of a Tax Preparer Association.

Applying for coverage is fast and easy.  Simply complete and return the one page application:

>> Tax Preparers’ Professional Liability Application