Tax Preparers

First in Protecting, You and Your Profession. 

For Tax Preparers Professionals

Many tax preparers make the costly mistake of assuming they would be covered under their general commercial liability policy. However, some risks are only covered under a professional liability insurance policy. We live in a litigious environment and it doesn’t take much for someone to turn to a lawsuit to resolve an issue. Therefore, as a tax preparer – whether you’re an accountant or bookkeeper- it’s important you understand the liability risks associated with your profession. We can tailor a policy that will protect you against those risks.

Know the Facts


  • One New Lawsuit Happens Every 2 Seconds In the U.S.
  • Most General Liability Policies Exclude Lawsuits Related To Your Tax Preperation Work

Helpful Downloads

Here is a collection of documents, guides, and manuals that we currently have available for download. You can print or save this to your computer.