To obtain quotes for Accountants Professional Liability/Errors and Omissions (E&O) Insurance, please complete as much information as you can about your firm. Once you submit, expect a call from us within 24 hours.

Contact Information
  1. (valid email required)
Exposures
Areas of Practice
  1. Tax
  2. Bookkeeping
  3. Consulting
  4. Attestation
  5. Special Services
Coverage Information
Firm Information
  1. Is at least one member a CPA?
  2. Does one client exceed 10% of firm revenue?
  3. Mergers or divestitures last year?
  4. Does the firm conduct business under a separate entity?
  5. Anyone at the firm had license revocation, investigation or disciplinary action?
  6. Does the firm plan to bid for SEC clients in the next year?
  7. Any work for financial institutions in the last five years?
  8. Does the firm render Elder Care services as defined by the AICPA?
  9. Have you arranged debt or equity financing in the last three years?
  10. Have you acted as a business broker in the last three years?
  11. Have you performed actuarial services in the last three years?
  12. Any work on tax shelters or "reportable transactions" in the last five years?
  13. Has your work been used in a public or private offers?
Quality Control Practices
  1. Are engagement letters used on all engagements?
  2. Do engagement letters contain an ADR clause?
  3. Does the firm have an internal quality control document?
  4. Are disengagement letters utilized?
  5. Have you sued for fees in the last three years?
  6. Are checklists used?
  7. Does a second partner review all attest engagements?
 

Insurance coverage may not be available in all states and is subject to underwriting approval. Exact coverage available will be based on actual policy language.