Fran Kelly Professional Liability, LLC

As millions of businesses and individual owners compile their 2011 numbers, it's important to remember: even careful tax preparers can make mistakes.  Tax Preparers' Errors & Omissions Insurance is an affordable way for tax preparers to protect themselves from the consequences of IRS penalties and corresponding legal action.  A policy starts at only $154.70 annually ($10,000 single loss/$20,000 annual aggregate).  Please contact our office for available limits and coverage options.

Our Tax Preparers' Policies:

1. Cover tax preparers and their clients  up to the policy limit.
2. Cover defense costs (subject to policy limitations).
3. Cover both full-time and part-time employees, even if they only work during tax season.
4. Include one year complimentary retroactive coverage with the option to buy a second year of retroactive coverage.
5. Offer the option for bookkeeping coverage to extend protections beyond tax work.
6. Allow discounts for Enrolled Agents and members of a Tax Preparer Association.

Applying for coverage is fast and easy.  Simply complete and return the one page application you find below.