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 to protect yourself 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
Cover tax preparers and their clients up to the policy limit
Cover defense costs (subject to policy limitations)
Cover full-time and part-time employees, even seasonal staff
One year complimentary retroactive coverage included
Option to buy a second year of retroactive coverage
Optional bookkeeping coverage to extend protections beyond tax work
Discounts for Enrolled Agents and Tax Preparer Association members
Fast, easy one-page application process

Applying for coverage is fast and easy. Simply complete and return the one-page application below.
Download Application

Contact Us for a Quote