Accountants / CPA Insurance - Let us find your best coverage - errors and omissions coverage for CPA and accounting firms
Accounting E&O claims usually come from tax errors, missed deadlines and audit work, and carriers price heavily on your mix of tax, audit and advisory services. Send us a few details and we will shop 50+ carriers for your best rate – no cost, no obligation. Prefer to talk? Call 800-616-3490.
Accountants / CPA Quote Request
Applicant Information:
Have these handy
- Revenue split by tax, audit, review, bookkeeping and advisory
- List of CPAs with license numbers
- Sample engagement letter
- Five years of loss runs
Related coverage
What Accountants / CPA coverage includes
Accounting E&O claims usually come from tax errors, missed deadlines and audit work, and carriers price heavily on your mix of tax, audit and advisory services.
- Professional liability - Claims that your advice, work or omission caused a client a financial loss.
- Defense costs - Attorney fees and court costs, even when the claim has no merit.
- Disciplinary proceedings - Defense before a licensing board or regulator.
- Tax penalty claims - Client penalties and interest caused by a preparation error.
- Cyber and privacy - Breach response and liability for client data you hold.
Good to know: firms with little or no attest work, signed engagement letters and a second-review process usually get the best rates.
Not covered: fraud or intentional acts, fees you charged, and investment or fiduciary roles such as acting as trustee on many policies.
Insurance Application:
Accountants / CPABegin Application
Required forms
Accountants / CPA Supplemental Application (PDF)Want to save and finish later? Complete it online
Download, complete and email to quote@societiesinsurance.com, or attach it with your quote request.
Prefer to talk?
- Toll-Free: 800-616-3490
- East Coast: 706-550-4418
- West Coast: 206-755-0101
- info@societiesinsurance.com
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