Errors and omissions insurance for tax preparers

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Counting the cost

As a tax preparer, you do a solid job of keeping your clients out of trouble. You’re professional, reliable and you stay on top of all the regulations and changes to the IRS code.

You take great care of your clients and over the work you do for them. But what happens when things go wrong? Who takes care of you?

Say a client claims you failed to report a 1099 and they got audited by the IRS. Now, you know you asked for all their 1099s and you filed them on time. It makes no difference. Because even if it was your client’s error, not yours, you’ll still have to pay for an attorney to defend you.

If you have errors and omissions insurance, your legal defense, plus any damages you’re liable for, could be covered. Can you afford to be without it?

What our customers say about us

Errors and omissions insurance made easy

  • Errors and Omissions - whether actual or alleged
  • Claims and damages
  • Defense costs - including appointing an attorney if necessary
  • Claims arising from past work
  • Worldwide coverage - as long as the claim is filed in the United States, a U.S. territory or Canada

What is errors and omissions insurance?

  • Errors and omissions insurance is for business owners who don't like sleepless nights.
  • It protects you if a disgruntled client or third party sues you because they think your company has done something wrong. Even if it hasn't.
  • You get an expert lawyer to fight your corner and, if it turns out you have made a mistake, your coverage pays any compensation or damages you're liable for.
  • So you can keep running your business, safe in the knowledge you’ll still have one when it’s all over.

What am I covered for?

  • Errors and omissions - whether actual or alleged
  • Claims and damages
  • Defense costs - including appointing an attorney, if necessary
  • Claims arising from past work
  • Worldwide coverage - as long as the claim is filed in the United States, a U.S. territory or Canada
  • We should be able to find coverage for virtually any accountancy related line of work

Feel free to give us a call at 978.344.4215 and we'll help you figure out how to protect your business.

I'm Matt - I'm here to help you

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For advice, a quote or just a quick question, feel free to call me.

I'm Matt - I'm here to help you.

My direct line is: 978 344 4220.
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