Professional Liability Insurance for Tax Preparers
Insurance for Tax Preparers and Bookkeepers helps protect your tax preparation and bookkeeping business from risks not typically covered by general commercial liability policies. This insurance offer is for one or more Tax Preparers and Bookkeepers who focus 100% of their professional services in Tax Preparation and Bookkeeping Services.* We offer coverage that gives you peace of mind to do your job.
Read more about our coverage details.
*Bookkeeping services available only if purchased and render on behalf of clients of Named Insured.
Quick and Easy

Dependability
We’re backed by a global leader in insurance brokerage and risk management, helping us provide coverage you can depend on.
Peace of Mind
Because we’re a leading provider of professional liability insurance, you can count on us to deliver solid protection and financial security.
Coverage Details
Extensive Insurance Limits
Protection ranging from $10,000/$20,000 up to $100,000/$200,000.
Deductible Feature
$250 per claim/$500 aggregate per policy period.
Broad Activity Coverage
- Prior Acts Coverage
- Members of Tax Preparers professional Association and Enrolled agents are a preferred risk
- Broad definition of Bookkeeping Services
Additional Insurance Options
- General Liability
- Workers’ Compensation
- Cyber Liability
