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.

• 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.