Tax Preparer/Bookkeeper

Tax Preparer/Bookkeeper  


How To Apply

Applying is just a click away! Get a no-obligation quote in less than 5 minutes by clicking on the "Apply Now" button and completing the online application. Why wait? Get your personal professional liability coverage today!


If you prefer, you can call 1-866-486-1946 to speak to a professional liability representative today.


At A Glance

Professional Liability Insurance, also known as errors and omissions insurance, or E&O for short, is an important coverage for tax preparers / bookkeepers. Here's why:

  • Coverage 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.
Tax Preparing/Bookkeeping

Professional Liability Insurance

What are the key features of this Professional Liability Insurance?

  • 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
    • * Broad definition of Bookkeeping Services
    • * Members of Tax Preparers Professional Association and Enrolled agents are a preferred risk




Answers about the plan, including eligibility, options, enrollment, customer service and more.

Contact Us

We're here to help! Please contact us in whatever manner is most convenient for you.

Mercer Consumer
12421 Meredith Drive
Urbandale, IA 50398
Toll Free: 1-855-429-8834
 M-F 8a-5p CT
Mercer's Role and Compensation

Details of Mercer disclosure of the compensation.