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We now offer special Errors and Omissions Insurance for Tax Preparers. We recommend that you purchase this coverage for your business. Often times a small mistake can wipe out your profit for an entire season.
This policy covers claims made by your clients and legal fees incurred in defense of alleged errors and omissions, up to the policy limit. The policy covers both your full and part-time employees, even if they only work during the tax season.
Don’t take a chance! When the pressure’s on, mistakes can be costly. Complete the application, and return it to us today. We’re glad to be able to provide this valuable protection to you.
Claims and lawsuits against tax preparers are becoming more prevalent; even the most careful tax preparers can get sued. To apply, simply complete the application, and return it to us today.
Enrolled Agent 0.9 factor
Tax Preparer 0.9 factor
Association Member
Enrolled Agent and 0.85 factor
Association Member
| Number of Employees | $10,000 Single $20,000 Aggregate | $25,000 Single $50,000 Aggregate | $50,000 Single $100,000 Aggregate | $100,000 Single $200,000 Aggregate |
|---|---|---|---|---|
|
Number of Employees
1 - 3
|
$10,000 Single $20,000 Aggregate
$182
|
$25,000 Single $50,000 Aggregate
$363
|
$50,000 Single $100,000 Aggregate
$556
|
$100,000 Single $200,000 Aggregate
$737
|
|
Number of Employees
4
|
$10,000 Single $20,000 Aggregate
$226
|
$25,000 Single $50,000 Aggregate
$451
|
$50,000 Single $100,000 Aggregate
$686
|
$100,000 Single $200,000 Aggregate
$909
|
|
Number of Employees
5
|
$10,000 Single $20,000 Aggregate
$270
|
$25,000 Single $50,000 Aggregate
$539
|
$50,000 Single $100,000 Aggregate
$817
|
$100,000 Single $200,000 Aggregate
$1,086
|
|
Number of Employees
6
|
$10,000 Single $20,000 Aggregate
$314
|
$25,000 Single $50,000 Aggregate
$627
|
$50,000 Single $100,000 Aggregate
$947
|
$100,000 Single $200,000 Aggregate
$1,260
|
|
Number of Employees
7
|
$10,000 Single $20,000 Aggregate
$358
|
$25,000 Single $50,000 Aggregate
$715
|
$50,000 Single $100,000 Aggregate
$1,078
|
$100,000 Single $200,000 Aggregate
$1,434
|
|
Number of Employees
8
|
$10,000 Single $20,000 Aggregate
$402
|
$25,000 Single $50,000 Aggregate
$803
|
$50,000 Single $100,000 Aggregate
$1,209
|
$100,000 Single $200,000 Aggregate
$1,608
|
|
Number of Employees
Each additional
|
$10,000 Single $20,000 Aggregate
$44
|
$25,000 Single $50,000 Aggregate
$88
|
$50,000 Single $100,000 Aggregate
$131
|
$100,000 Single $200,000 Aggregate
$174
|
| $10,000 Single $20,000 Aggregate | $25,000 Single $50,000 Aggregate | $50,000 Single $100,000 Aggregate | $100,000 Single $200,000 Aggregate | |
|---|---|---|---|---|
|
1 Year Retroactive
|
$10,000 Single $20,000 Aggregate
complimentary
|
$25,000 Single $50,000 Aggregate
complimentary
|
$50,000 Single $100,000 Aggregate
complimentary
|
$100,000 Single $200,000 Aggregate
complimentary
|
|
2 Year Retroactive
|
$10,000 Single $20,000 Aggregate
$125
|
$25,000 Single $50,000 Aggregate
$250
|
$50,000 Single $100,000 Aggregate
$375
|
$100,000 Single $200,000 Aggregate
$500
|
|
Bookkeeping
|
$10,000 Single $20,000 Aggregate
1-10%
|
$25,000 Single $50,000 Aggregate
1.15 factor
|
$50,000 Single $100,000 Aggregate
|
$100,000 Single $200,000 Aggregate
|
|
|
$10,000 Single $20,000 Aggregate
11-25%
|
$25,000 Single $50,000 Aggregate
1.25 factor
|
$50,000 Single $100,000 Aggregate
|
$100,000 Single $200,000 Aggregate
|
|
|
$10,000 Single $20,000 Aggregate
25%+
|
$25,000 Single $50,000 Aggregate
1.33 factor
|
$50,000 Single $100,000 Aggregate
|
$100,000 Single $200,000 Aggregate
|
|
Extended Reporting
|
$10,000 Single $20,000 Aggregate
.0.5 factor
|
$25,000 Single $50,000 Aggregate
.0.5 factor
|
$50,000 Single $100,000 Aggregate
.0.5 factor
|
$100,000 Single $200,000 Aggregate
.0.5 factor
|