Tax Preparer Insurance

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Tax Preparers
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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.

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One application, multiple quotes

Insureon helps tax preparation businesses compare insurance quotes from top U.S. carriers online. Get several quotes with one application.

What types of business insurance policies do tax preparers need?

These policies provide coverage for the most common tax preparer risks.

General liability insurance icon

General liability insurance

This policy covers common tax preparer risks, including customer property damage and injuries. Bundle with property insurance for savings in a business owner’s policy (BOP).

  • Slip-and-fall accidents
  • Damaged customer property
  • Libel or slander lawsuits
Errors and omissions insurance icon

Errors and omissions insurance

Tax preparer errors and omissions insurance (E&O), also called professional liability insurance, can cover legal expenses related to work performance, such as a missed deadline.

  • Errors on a tax form
  • Missed filing deadlines
  • Accusations of negligence
Cyber liability insurance icon

Cyber liability insurance

This policy helps tax preparers survive data breaches and cyberattacks. It can help pay for recovery expenses, client notification costs, and more.

  • Data breach lawsuits
  • Cost of notifying affected clients
  • Fraud monitoring expenses
Workers’ compensation insurance icon

Workers’ compensation insurance

Most states require workers' comp for tax preparation businesses that have employees. It also protects sole proprietors from work injury costs that health insurance might deny.

  • Employee medical expenses
  • Missed wages
  • Legal costs
Looking for different coverage? See more policies.

Why do tax preparers need insurance?

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.

How much does insurance cost for tax preparers?

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Several factors will have an impact on insurance costs, including:

  • Tax preparation services offered
  • Business equipment and property
  • Revenue
  • Location
  • Number of employees
View Costs
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