Societies Insurance

Get a free quote

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:

Business Structure (Optional - choose one)

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

Coverage details

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 / CPA

Required forms

Accountants / CPA Supplemental Application (PDF)

Download, complete and email to info@societiesinsurance.com, or attach it with your quote request.

Accountant reviewing documents with a pen and calculator
Contact details

Prefer to talk?

Scroll to Top