Whether you are a bookkeeper, tax preparer, CPA, or another financial professional, you and/or your company may be at risk. While you are busy working with your clients, let us handle your insurance needs. Malpractice suits have been rising, and we are working with top companies in the region to find you the most comprehensive coverage for your business. At a time where people are concerned about their finances more than ever, they look for reasons to file suits to gain quick cash. Tax time approaches fast, and mistakes may be made.

The heirs of a wealthy investor brought suit against their accountant for not filing a tax return on time resulting in penalties and interest charged to the estate.

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The claim scenarios described here are offered solely to illustrate the types of situations that may result in claims. The precise coverage afforded by any insurer is subject to the terms and conditions of the policies as issued. Whether or to what extent a particular loss is covered depends on the facts and circumstances of the loss, the terms and conditions of the policy as issued and applicable law.