Tax-Preparer-Bookkeeper

Tax-Preparer-Bookkeeper  

Overview

How To Apply

Applying is just a click away! Get a no-obligation quote in less than 5 minutes by clicking on the "Apply Now" button and completing the online application. Why wait? Get your personal professional liability coverage today!

 

If you prefer, you can call 1-866-486-1946 to speak to a professional liability representative today.

 

At A Glance

Professional Liability Insurance, also known as errors and omissions insurance, or E&O for short, is an important coverage for tax preparers / bookkeepers. Here's why:

  • Coverage helps protect your tax preparation and bookkeeping business from risks not typically covered by general commercial liability policies.
  • This insurance offer is for one or more Tax Preparers and Bookkeepers who focus 100% of their professional services in Tax Preparation and Bookkeeping Services.
Tax Preparing/Bookkeeping

Professional Liability Insurance

What are the key features of this Professional Liability Insurance?

  • Extensive Insurance Limits: Protection ranging from $10,000/$20,000 up to $100,000/$200,000
  • Deductible Feature: $250 per Claim/$500 Aggregate per Policy Period
  • Broad Activity Coverage:
    • * Prior Acts coverage
    • * Broad definition of Bookkeeping Services
    • * Members of Tax Preparers Professional Association and Enrolled agents are a preferred risk

 

 

 

FAQs

Answers about the plan, including eligibility, options, enrollment, customer service and more.

Contact Us

We're here to help! Please contact us in whatever manner is most convenient for you.

 Address
Mercer Consumer
12421 Meredith Drive
Urbandale, IA 50398
 Phone
Toll Free: 1-866-486-1946
 Hours
 M-F 8a-5p CT
 Email
LH.Admin@Mercer.com
  • What is Professional Liability insurance?

    Professional Liability Insurance protects you against covered claims arising from real or alleged errors or omissions, including negligence, in the course of your professional duties as a tax preparer or bookeeper.

     

    Regardless if a mistake was actually made, Professional Liability Insurance for tax preparers / bookkeepers can help cover the legal cost that can pile up while trying to defend a lawsuit. As most tax preparers / bookkeepers tend to feel that their potential liability is somewhat low, we are able to provide Professional Liability Insurance with premiums starting as low as $185 annually.

  • Why should I consider a Tax Preparers/Bookkeepers Professional Liability Insurance Plan from Mercer Consumer?

    Mercer Consumer has handled the insurance needs of Accountants, CPAs and Tax Preparers for the past 20+ years. As a trusted name in the Professional Liability marketplace, Mercer Consumer has earned a reputation defined by superior products and quality service.
  • How do I apply?

    Applying is just a click away! Get a no-obligation quote in less than five minutes by clicking on the "Apply Now" button and completing the online application.

     

    You may also call 1-866-486-1946 to speak to a professional liability representative. 

 
 
 
 
Mercer's Role and Compensation

Details of Mercer disclosure of the compensation.