📒 Bookkeepers & Tax Preparers

Bookkeepers & Tax Preparers Insurance

Professional liability and general liability insurance for bookkeepers & tax preparers in Arizona. Insurance for bookkeeping and tax preparation professionals.

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Unique Risks We Address

Every bookkeepers & tax preparers faces specific risks. We make sure you're covered.

Tax filing errors

Missed deductions

IRS penalty claims

Payroll mistakes

Financial reporting errors

Client audit triggers

Confidentiality breaches

Deadline misses

Coverage Options

Recommended Coverage

Tailored insurance products for bookkeepers & tax preparers operations.

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Professional Liability (E&O)

Protects against claims of negligence, errors, or omissions in your professional services.

Negligent advice
Service errors
Missed deadlines
Failure to perform

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General Liability

Covers bodily injury and property damage claims arising from your business operations.

Client slip & falls
Property damage
Premises liability
Completed operations

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Property & Equipment

Protects your office space, equipment, furniture, and business personal property.

Office equipment
Computers & tech
Furniture & fixtures
Business records

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Cyber Liability

Covers data breaches involving client data, payment processing, and digital records.

Client data breach
Payment card theft
System hack
Notification costs

Frequently Asked

Does E&O cover IRS penalties?

Professional Liability covers defense costs and damages from claims that your work caused IRS penalties. It does not pay the taxes themselves.

What about tax season employees?

Workers' Comp covers seasonal employees. Ensure your GL limits are adequate for increased client traffic during tax season.

Are we covered for prior-year returns?

Yes. E&O typically covers claims arising from past work, subject to the retroactive date on your policy.