Insurance for Accountants

As an accountant, tax preparer, or finance professional, your success depends on your clients trust in the services, advice or counsel you provide to maintain their financial health. But even with the best of intentions and double checking every number, mistakes happen and things can quickly go wrong.

A customer claims that something you’ve done has cost them money or caused them harm—and they sue.

CPA insurance protects you — and your personal assets — from damages and claims alleging misrepresentation, breach of contract or wrongful business practices.

Provide your information and a HUB Broker will contact you about a custom insurance solution.

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What does CPA insurance cover?

It covers many expenses usually not provided for by your general liability policy, including:

The cost to hire experts to guide you through the investigation, negotiation and litigation processes
Legal fees incurred while defending yourself and your business
Settlements and judgments against your business

Did You Know?

A well-written business contract that describes what is and is not included in the professional services you offer can prevent unfounded claims in the future.

There's no such thing as a one-size-fits-all CPA insurance policy.

Accounting firms have their own unique risks, exposures and potential coverage gaps. When you engage a broker, ensure that they follow these four best practices. Your policy should:

Be unique to your profession

Look for a broker who specializes in CPA insurance. Be wary of those who don't complete a thorough analysis of your firm and potential exposures prior to quoting policy limits.

Correctly identify all aspects of your profession

The policy's definition of professional services should include everything you do - otherwise you could be denied coverage.

Take into account all your insurance coverage

When all your policies line up together, gaps in coverage will be minimized.

Let's assess your professional liability.

Together, we can tailor a CPA insurance policy to protect you from potentially devastating malpractice claims.

Contact a HUB Broker