Insurance for tax professionals

What coverage do you need?

Select the policies that matter to your practice. Pick one or more to get started.

No policies selected
Takes about 6 minutes  ·  No commitment  ·  You can always add more later
Dineen FraserYour guideDineen Fraser · InterWest“Not sure what you need? That's exactly what I'm here for.” (877) 877-0770taxproeando@iwins.com8:30am – 5pm, Mon to Fri
Not sure what to pick?

Tell me a little about your business and I'll map your coverage for you.

Call with Dineen
15-minute call  ·  she recommends, you decide  ·  no commitment
How it works

Pick your policies. We handle the rest.

No portals to wrestle, no forms shouting in red. A short conversation, paperwork pulled in for you, and a licensed advisor at the end.

i.
Step one

Pick your policies.

Choose the coverage above — one line or five. We'll work outward from there, and you can always add more later.

ii.
Step two

We pre-fill what we can.

Public records, dec pages, documents you've already shared. You confirm — you don't re-type.

iii.
Step three

Sign a quick, non-binding application.

A short application is all it takes to see your rate — no commitment until you decide to move forward.

Get covered
Practices we know

Built for tax professionals — not a general desk.

Browse by practice type. Each row opens the full directory — this is not a coverage selector.

Tax practicesReturns, elections, and advice clients actually file — where a single miss can cost five figures.Bookkeeping shopsMonthly books and payroll are the product. Coverage when a posting error lands on your letterhead.Advisory workPlanning and representation create liability the moment a client acts on what you said.AttestationYour signature is on the report. We insure the name underneath the opinion.Fiduciary & specialtyTrustees, bonds, and engagements that usually arrive with extra paperwork — and higher stakes.Beyond the usualHybrid firms, niche verticals, part-time desks. If the work is about other people's numbers, talk to us.

Full practice directory →

Since 1992

Our experience is your guide.

Founded
1992 Northern California
Licensed in
50 states
On the team
370 people
Lines covered
P&C · benefits · surety
National Association of Tax Professionals

“NATP is proud to partner with a company that specializes in customized, and affordable, insurance coverages for their members.”Partner of the National Association of Tax Professionals · Working only with A+ rated carriers