Insurance for tax preparers.

E&O for filing and advice errors

A tax preparer's exposure is concentrated: a filing error, a missed deduction, a deadline, or advice that leads to penalties can become a client claim. Professional liability responds to that, and general liability does not. It is the core coverage for the work.

Cyber and taxpayer data

Tax preparers hold Social Security numbers, income data, and full financial pictures, a prime target for identity theft and fraud, and the IRS expects preparers to safeguard that data. Cyber coverage addresses a breach and the response, which is a serious exposure for any preparer.

Seasonality and growth

Tax work spikes seasonally, and many preparers add bookkeeping, payroll, or advisory services that broaden the exposure. We build the program around the data sensitivity and the full scope of services, and note that data-safeguarding obligations should be verified with the IRS and your state.