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Tax Preparer Insurance

Insurance Marketplace for Tax Preparers

Protect Your Tax Preperation Business

Tax preparer insurance protects tax preparers against lawsuits, legal claims, and damages specific to the financial services industry.
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Protect Yourself From Risks

  • General Liability
  • Professional Liability available upon request

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Ensure The Future Of Your Business

Don’t let a simple error wipe your financial resources away. Pick your tax preparer insurance coverage with Insurance Canopy

Learn More About Tax Preparer Insurance

Why should I carry Tax Preparer Insurance?

  • You may face some liability risks unique to tax preparers such as errors and omissions on tax filings
  • Liability insurance gives you a layer of defense against claims such as mistakes or negligence
  • Liability insurance gives you a layer of defense against claims such as bodily injury claims or property claims.
  • Financial peace of mind
  • Ability to pay legal costs for defenses, even in cases where you were not negligent. For example, if your client contributed to the negligent action by failure to disclose

Choosing the right insurance is critical.

You can’t afford gaps in your coverage that could put you out of business.
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Tax Preparer Insurance

Prepare Yourself For Anything -Don’t get caught holding the bag for legal claims. Get insured today and build your business with confidence.

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    Exclusions

    This policy is not designed to cover:

    • Industrial control engineers
    • Defense contractors
    • Medical software companies
    • Crypto exchanges
    • Gambling platforms
    • Physical security system installers
    •  Heavy equipment integrators

     

    Not available if you manage or control systems involving:

    • Pressure or ventilation systems
    • Fire suppression or explosives
    • Hazardous materials
    • Radiation or pharmaceuticals
    • Water supply or waste management
    • Energy, fuel, mining, construction
    • Environmental systems
    • Aircraft, drones, spacecraft
    • Watercraft, trains, automobiles, motorcycles
    • If you build firmware or embedded software controlling industrial physical equipment.
    • If you support:
    • Military operations
    • National defense
    • Homeland security
    • Law enforcement
    • Weapons
    • Anti-terrorism
    • Public safety
    • Surveillance
    • Crime detection
    • Emergency response
    • Physical security systems
    • If more than 25% of your revenue comes from:
      • Federal government work
      • Military or defense operations
    • If more than 50% of your revenue comes from:
    • Equipment installation
    • Maintenance
    • Physical service work



    Restricted if you work in:

    • Ride-sharing platforms
    • Equipment sharing platforms
    • For-rent-by-owner platforms
    • Help-for-hire platforms
    • Delivery services
    • Banking or financial services
    • Cryptocurrency / blockchain / NFTs
    • Geospatial mapping / aerial photography
    • GPS systems
    • Gambling or gaming
    • Dating or sexually suggestive content
    • Violence-related content
    • Alcohol, marijuana, CBD
    • Tobacco / nicotine / e-cigarettes
    • Flammable or electrical products
    • Food-related services

    Our licensed, U.S.-based agents are here for you from 8 a.m. to 8 p.m. Eastern, Monday through Friday, so they can enjoy evenings and weekends with the people who matter most.