It's that time of year. Your clients wait until the last minute... and expect you to meet the IRS deadline. There aren't enough hours in the day. And when the pressure's on, it's easy to make mistakes.

Over 10,000 tax preparers are insured by on the largest bond companies in the United States. More and more, tax preparers are finding that they need protection against legal action. Even in an unjustified case, the legal fees incurred simply to defend oneself can be staggering.

For example:

• An insured made an error in calculating the beginning accounts receivable balance, which resulted in an understatement of gross receipts, which was carried through to the return. The state assessed a penalty of 20%. The company settled the claim for over $2,500.

• Another insured filed a fourth quarter sales tax return late, causing the state to assess a penalty of over $2,000. The claim was paid under the terms of the insured's policy.

• An insured's client was penalized by the IRS, and interest was assessed when the insured incorrectly used the cash method of accounting when the accrual method should have been used. The company settled the claim for over $1,500.

The Tax Preparers' Professional Liability Policy give you the protection you need, when you need it most. You get the assurance of protection, and the peace of mind that comes from knowing you're covered.

The Tax Preparers' Policy:

• Covers claims against you and your clients up to the policy limit.

• Covers defense costs (subject to policy limitations)

• Covers both your full-time and part-time employees, even if they only work during the tax season.

• Protects you against errors and omissions.

• Has been endorsed by national tax preparers' associations.

Don't wait until it's too late to get the protection you need. Download/complete the application, and mail or fax to our office for prompt issue. 

We write small fidelity and surety bonds and errors and omissions insurance with a conservative underwriting philosophy, and provide superior one-day service to our clients.

Facts About the Company

• One-day service to all new business. You bond is completed the day we receive it.

• The company writes more bonds than any other company in the United States

• Specialized in the bond business since 1900.

• Experienced claim specialists for bonds and errors and omissions insurance.

• The company's Best's rating is A+ Superior

For questions regarding bonds, please call:
Dallas Local -(972) 271-5522
Toll-Free Texas- 1-888-869-4904