Accountants Professional Liability Program

Accountants Professional Liability Program

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Service Details

LocationTacoma, Washington 98402
CategoryInsurance Services
Delivery Time1


Our exclusive Accountants Professional Liability program is available to CPAs, bookkeepers and tax preparation firms nationwide, except VT. The Liability limit is available up to $5M with risk management services available, competitive installment plans, and flexible down payment options. We deliver access to a quality Accountants Professional Liability Insurance Program through Aspen American Insurance Company.

Program Highlights

Reduced deductible if engagement letter used for services other than audit or attestation services
Reduced deductible when claim resolved within one year of report
Supplemental coverages for Privacy Breach and Remediation, Non-Profit Directors and Officers and Employment Practices Defense
Risk Management Services
800 Hotline for pre-claims assistance
Access to HR / Advantage Advisory
Engagement letter review by a law firm with expertise in insurance for accountants
Minimum premium: Professional Liability – $315


Nationwide, excluding VT

Target Classes

Enrolled agents
General accounting practices
Tax preparation firms
Part-time practices


Professional Liability: limits up to $5,000,000
Defense Outside of the Limits and First Dollar Coverage available
Subpoena Assistance Coverage
Worldwide Coverage
Innocent Insured Protection

Submission Requirements

Supplemental Application
Acceptance of competitor’s application
5 Years of currently valued Loss Runs