Errors & Omissions Insurance for Bookkeepers and Tax Professionals

Changing how you select your Professional Insurance

McGowanPRO is pleased to offer Errors & Omissions Insurance designed specifically for today’s small Accounting Firms, Bookkeepers and Tax Professionals.

McGowanPRO specializes in providing Professional Liability Insurance and Errors & Omissions (E&O Insurance) on a national basis.

Program Benefits:

– Short Form Application
– Fast approval & quote process
– Comprehensive policy form
– “A” rated Insurance carrier

Hanover Small Firm Application – complete to obtain a formal quote for insurance.

Certified Bookkeeper Designation

Learn how the Certified Bookkeeper Designation can add to your market value, increase your importance to company or clients, put “CB” after your name to show your professional status. American Institute of Professional Bookkeepers (AIPB)

Applications / Forms

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Bookkeepers E&O Applications & Forms

Applications, Forms, & Highlights by Insurance Carrier.

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Employee Dishonesty Applications & Forms and Business Service Bonds

Employee Dishonesty Insurance covers acts of dishonesty by employees, or owners, of the named insured of client property.  A Business Services Bond is for a sole practitioner who is required to maintain a bond to protect theft of client property. Some clients may require proof of this coverage.

Bookkeepers / Tax Preparers Resources

discount for AIPB members

AIPB Discount

Exclusive discount on professional liability insurance for American Institute of Professional Bookkeepers.

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Tax Preparer Program

The CNA Surety Program is designed specifically for Tax Preparers and offers limit options from $10,000/$20,000 to $100,000/$200,000. Not available in California.