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.


  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