A mistake on a client’s tax return or a missed filing deadline could result in a costly lawsuit. Gain protection from professional mistakes and other risks with policies designed for tax preparers.
These policies provide coverage for the most common tax preparer risks.
Choose your state to learn about insurance requirements for tax preparers.
Whether you’re a tax preparer, a bookkeeper, an accountant, or a financial advisor, clients depend on your expertise and trust you with sensitive data. That means you could be held liable for tax filing mistakes, an audit, or a data breach. Tax preparer liability insurance shields against lawsuits and helps pay for expenses such as data breach notification costs.