Bookkeeper and Tax Preparer Insurance

Tax Preparer Insurance

Insurance Made for Bookkeepers and Tax Preparers

You handle important financial documents and give helpful advice to your clients every day. We know you want to give them the best service possible, and to do so, you need an insurance company that has your back.
Tax Preparer Insurance
Bookkeeping Insurance

Who Needs Tax Preparer and Bookkeeping Insurance?

Our tax preparer, bookkeeping and accounting insurance coverage can help protect:
  • Tax preparers
  • Bookkeepers
  • Accountants
How Much Does Tax Preparer Insurance Cost

What Types of Insurance Do Tax Preparers Need?

Common business insurance coverages for bookkeepers, professionals in accounting and tax preparers include:
Insurance for Bookkeeping Business

How Much Does Tax Preparer Insurance Cost?

There are several factors that can influence the cost of your insurance coverage, like your business’:
  • Size
  • Location
  • Claims history
  • Number of employees
To learn how much this insurance will cost, get a quote today or call us at 855-829-1683.
Errors and Omissions Insurance for Tax Preparers

Here for You, 24/7

Many clients want to see proof of coverage before they’ll work with you. That’s why we offer an easy way to get your certificate of insurance through our online system.

Covering Your Tax Preparer Operations

Having a tax preparation business means dealing with personal information on a regular basis. Making sure you have the right tax preparer insurance will ensure you’re protected.
Cybercrime costs businesses $13 million each year.1
Tax Preparation Business Insurance

Data Breach

“Doing taxes means collecting personal data. Of course we have a secured system, but when someone hacked into it, they got away with hundreds of my customers’ private information.”
Cyber insurance helps protect your business from data breaches and theft of personal information.
Tax Preparer Liability Insurance

Unhappy Clients

“A married couple came to us for help filing their taxes. They had various sources of incomes and assets that required a professional’s help. We were detailed with everything we submitted, but a month later we found out they were filed wrong. They owed the IRS thousands, and so of course they sued us.”
Errors and omissions insurance for tax preparers is also known as professional liability insurance. It can help cover legal fees if you’re sued because of errors, omissions or mistakes in your professional services.

Taking Care of Your Tax Preparer Team

No matter how hard you try to prevent accidents, they’re bound to happen. Whether an employee falls in your office or develops carpal tunnel from hours on the computer, having the right type of insurance will ensure they’re covered – and you’re protected.
Every seven seconds a worker is injured on the job.2
Can a Tax Preparer Be Liable

Employee Injuries

“Our bookkeeper has been working for our company for 40 years, spending most of her time typing. So, when she was diagnosed with carpal tunnel and told she needed physical therapy, it wasn’t that much of a surprise.”
Workers’ compensation insurance can help pay medical costs for your injured employees. It also gives you a network of over one million healthcare professionals and easy access to prescriptions with over 65,000 pharmacy locations.

Protecting Your Tax Preparer Property

Making sure your business is covered starts with having the right insurance. We’re here to keep your property protected from theft and other common issues you deal with at your tax preparation business.
89% of fraud in businesses includes employees stealing property and cash.3
E&O Insurance for Bookkeepers


“I had some new computers installed and realized one of the older ones I put in the storage room was missing. I checked the security cameras to see one of my employees loading it into his car.”
Your commercial property insurance can help cover loss of equipment from theft.
Professional Indemnity Insurance for Bookkeepers

Property Damage

“We had a terrible fire that destroyed a few rooms in the office before they could get it put out. Turns out one of my employees left the coffee pot on overnight.”
Your commercial property insurance can help cover lost income while your business is temporarily closed.

Get Better Benefits With Our Tax Preparer Insurance

Many providers offer insurance for bookkeeping businesses, but with The Hartford, you’ll not only find a team dedicated to your industry, but great benefits you’ll appreciate as a small business owner. Speak with one of our insurance agents to get more details on how we can help protect you.
What Kind of Insurance Does a Bookkeeper Need

Find the Best Insurance for Bookkeeping Businesses

Preparing a client’s tax documents comes with a lot of risk. That’s why you’ll want the right business coverages for your company.
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The Hartford shall not be liable for any damages in connection with the use of any information provided on this page. Please consult with your insurance agent/broker or insurance company to determine specific coverage needs as this information is intended to be educational in nature.
The information contained on this page should not be construed as specific legal, HR, financial, or insurance advice and is not a guarantee of coverage. In the event of a loss or claim, coverage determinations will be subject to the policy language, and any potential claim payment will be determined following a claim investigation.
Certain coverages vary by state and may not be available to all businesses. All Hartford coverages and services described on this page may be offered by one or more of the property and casualty insurance company subsidiaries of The Hartford Financial Services Group, Inc. In TX, this insurance is written by Sentinel Insurance Company, Ltd., Hartford Casualty Insurance Company, Hartford Lloyd’s Insurance Company, Property and Casualty Insurance Company of Hartford, Hartford Underwriters Insurance Company, Twin City Fire Insurance Company, Hartford Accident and Indemnity Company and Hartford Fire Insurance Company. In Arizona, New Hampshire, Washington and California, the insurance is underwritten by Hartford Accident and Indemnity Company, Hartford Casualty Insurance Company, Hartford Fire Insurance Company, Hartford Insurance Company of Illinois, Hartford Insurance Company of the Midwest, Hartford Lloyd’s Insurance Company, Hartford Underwriters Insurance Company, Maxum Casualty Insurance Company, Maxum Indemnity Company, Navigators Insurance Company, Navigators Specialty Insurance Company, Pacific Insurance Company, Property and Casualty Insurance Company of Hartford, Sentinel Insurance Company, Ltd., Trumbull Insurance Company and Twin City Fire Insurance Company. The Hartford® is The Hartford Financial Services Group, Inc. and its subsidiaries, including Hartford Fire Insurance Company.
The Hartford® is The Hartford Financial Services Group, Inc. and its property and casualty subsidiaries, including Hartford Fire Insurance Company. Its headquarters is in Hartford, CT.
* Customer reviews are collected and tabulated by The Hartford and not representative of all customers.