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.
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.