Bookkeeper and Tax Preparer Insurance

Insurance Made for Bookkeepers and Tax Preparers

You handle important financial documents and give helpful advice to your clients every day. We know you want to give them the best service possible, and to do so, you need an insurance company that has your back.

Who Needs Tax Preparer and Bookkeeping Insurance?

Our tax preparer, bookkeeping, and accounting insurance coverage can help protect:

• Tax preparers
• Bookkeepers
• Accountants

What Types of Insurance Do Tax Preparers Need?

Common business insurance coverages for bookkeepers, professionals in accounting, and tax preparers can include:

Business Owner’s Policy (BOP)

A BOP combines general liability and commercial property insurance to help protect your business from property damage, bodily injury, and other risks.

Cyber Insurance

This coverage helps protect your business from data breaches and cyber-attacks that can lead to the theft of sensitive client information.

Professional Liability Insurance

Also known as errors and omissions insurance, this coverage helps protect your business from claims of mistakes, errors, or omissions in your professional services.

Valuable Papers & Records Coverage

This helps cover the cost to restore important documents and records that might be damaged or lost due to covered events like fire or water damage.

Covering Your Tax Preparer Operations

Having a tax preparation business means dealing with personal information regularly. Making sure you have the right tax preparer insurance will ensure you’re protected. Coverage can include:

• Data Breach
• Unhappy Clients

Taking Care of Your Tax Preparer Team

No matter how hard you try to prevent accidents, they’re bound to happen. Whether an employee falls in your office or develops carpal tunnel from hours on the computer, having the right type of insurance will ensure they’re covered – and you’re protected. Coverage can include:

• Employee Injuries

Protecting Your Tax Preparer Property

Making sure your business is covered starts with having the right insurance. We’re here to keep your property protected from theft and other common issues you deal with at your tax preparation business. Coverage can include:

• Theft
• Property Damage