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Tax Preparers Insurance - Let us find your best coverage - errors and omissions for tax preparers
Tax preparer claims come from penalties and interest after a filing error, and carriers look at return volume, credentials and the types of returns you prepare. 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.
Tax Preparers Quote Request
Applicant Information:
Have these handy
- Number and types of returns
- PTIN and credentials such as EA or CPA
- Seasonal staff count
- Five years of loss runs
Related coverage
Coverage details
What Tax Preparers coverage includes
Tax preparer claims come from penalties and interest after a filing error, and carriers look at return volume, credentials and the types of returns you prepare.
- 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 caused by a preparation error.
- Cyber and privacy - Breach response and liability for client data you hold.
Good to know: keeping returns to individual and small business clients and using professional tax software usually means low premiums.
Not covered: the tax owed itself, refund anticipation loans, and investment advice outside tax work.
Insurance Application:
Tax Preparers
Required forms
Tax Preparers Supplemental Application (PDF)
Download, complete and email to info@societiesinsurance.com, or attach it with your quote request.
Contact details
Prefer to talk?
- Toll-Free: 800-616-3490
- East Coast: 706-550-4418
- West Coast: 206-755-0101
- info@societiesinsurance.com
- Mon-Fri 8:00am - 6:00pm, Sat 9:00am - 12:00pm