Tax Preparers Professional Liability Insurance Program
Insurance Applications

You can complete all applications online then Save, Print, Sign & Submit to TaxPreparers@TargetProIns.com or Fax to
(630) 961-0284.

Please Note: This coverage is limited to tax professionals whose bookkeeping services do not exceed 80% of revenue. If your firm’s revenue consists of more than 80% from bookkeeping services, Target‘s Accountants Professional Liability Coverage (for full-time, private practice firms) may better suit your needs. While we do not work with insurance agents on Tax Preparers business, our Accountants E & O policy is available exclusively through agents & brokers. If you don’t have an agent, we’d be happy to offer you a referral.

Tax Preparers & Bookkeepers Applications

  • New Policy Application
    (MT ONLY)
  • New Policy Application
    (AL, AZ, AR, CA, CO, CT, D.C., DE, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY, WV ONLY)
  • Supplemental Claim & Error Reporting Form
    (AL, AZ, AR, CA, CO, CT, D.C., DE, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY, WV ONLY)

 
 
 


HAVE QUESTIONS ABOUT AN INSURANCE APPLICATION?
CONTACT TARGET’S TAX PREPARER’S PROFESSIONAL LIABILITY INSURANCE EXPERT

Shelley Cvek, Underwriter
Send me an email | Phone: (331) 333-8240 | Fax: (630) 961-0284

Insurance for Particular Professionals

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