BBAKERInsurance and Bonds LLC

Accountants Professional Liability (E&O)

Wholesale accountants E&O for CPA firms, bookkeepers, and tax preparers. Place professional liability through Baker and start the application online.

Professional liability (E&O) for accounting firms, CPAs, bookkeepers, and tax preparers, placed wholesale through Baker. Fill out the application yourself or send your client a secure link.

What we can cover

  • →Claims alleging errors, omissions, or negligence in accounting, tax, or advisory work
  • →Defense costs for covered claims, including suits a firm ends up winning
  • →Prior acts coverage when the firm has had continuous E&O, subject to the carrier

Who it's for

  • ✓CPA firms and sole-practitioner accountants
  • ✓Bookkeeping and payroll service firms
  • ✓Tax preparers and enrolled agents
  • •Firms with audit, attest, or investment-advisory work should note those revenues on the application

How to place it through Baker

  • →Fill out the application yourself, or send your client a secure link
  • →It comes back to our desk with you listed as the producer

** Terms used here are a summary only. Availability varies by location and risk, and all coverage is subject to underwriting. Always refer to the policy for actual terms, conditions, and exclusions.

Ready to apply?

Complete the application yourself or send a secure link to your client to fill out.

Complete or send this application →