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Insurance Program


There isn't room for error when preparing a client's taxes and no matter how careful you are, mistakes and misunderstandings can occur, resulting in penalties, interest, audits, even lawsuits. Professional Liability Insurance (E&O) covers this threat to your livelihood while also protecting your clients from financial losses within limits. With our ala carte approach, buy only what you need with the application with customized options.

  • Tax preparation as low as $230 per year. Why pay more for coverage not needed?
  • Tax advice as low as $85 per year. Buy only what you need.
  • Bookkeeping starting at $26 per year.
  • Disciplinary proceedings - included.
  • Enrolled agents - included.
  • Limits (self-rating) from $10K/$20K to $100K/$300K. Higher limits available on request.
  • Retroactive coverage included for continuously insured.
  • No retroactive coverage? Buy as much as four years retroactive coverage for 1-time charge.
  • General Liability may be added to the claims-made policy.
  • Need other insurances? Email or call Gretchen McAlinden, 800.842.3653, x223

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