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Below you will find links to Company PDF documents that can be saved to a local directory on your PC. These files contain hyperlinks to additional information located on the Agency Marketing Website, which will be updated on a regular basis. Please contact us and let us know if you would like a new document created specifically for your needs.
 

E&O COVERAGE TAX PREPARERS

Coverage Considerations


The E&O Coverage Tax Preparers elect makes the difference when it comes to a mistake that may not be intentional.  At any given time, tax preparers can be one small error away from a lawsuit.  It doesn’t take much – a lost return, numbers that don’t add up, a valuable deduction is overlooked.  All can lead to financial ruin. All E&O coverages are not created equal and it takes sound advice like that given by Agency Marketing professionals to highlight the differences.

  • Not all E&O coverage tax preparers hold provide legal defense.  It’s often to a tax preparer’s advantage to be fully covered.  After all, if a claim is brought against them alleging fraudulent practices, it would be helpful for the E&O insurance to pay legal costs of the proceedings.
  • Not many tax preparers hold E&O insurance, even though it is beneficial.  Unlike accountants who have a host of exposures, they often view themselves to be above the normal scope of such problems.

When just one mistake can make or break a career, it makes sense to properly insure.  Contact Agency Marketing for a quick and competitive E&O quote.

Speak to an E&O Coverage Tax Preparers Specialist at Agency Marketing:  1-800-542-2805.

   

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