Select the policies that matter to your practice. Pick one or more to get started.
No portals to wrestle, no forms shouting in red. A short conversation, paperwork pulled in for you, and a licensed advisor at the end.
Choose the coverage above — one line or five. We'll work outward from there, and you can always add more later.
Public records, dec pages, documents you've already shared. You confirm — you don't re-type.
A short application is all it takes to see your rate — no commitment until you decide to move forward.
Browse by practice type. Each row opens the full directory — this is not a coverage selector.
Our experience is your guide.
“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
Plain answers. Nothing here is a coverage grant — if your practice is unusual, call and we'll say so.
Errors and omissions (E&O) — also called professional liability — is coverage for claims that your tax, bookkeeping, or advisory work caused a client financial harm. A missed election, a bad piece of advice, or a filing error can become a demand letter. Whether a specific claim is covered depends on the policy form, the work you did, and the facts. An advisor maps that for your practice; this site does not bind coverage.
If clients rely on your returns, elections, or advice, you have professional exposure. Enrolled Agents, paid preparers, and small firms are the core of this program. We treat professional liability as the starting line, then add cyber, a business owners policy, workers' compensation, or bonds only when the practice actually needs them.
E&O responds to professional-services claims. Cyber responds to a different event: client Social Security numbers, returns, or bank details exposed, or systems held for ransom. Breach notification, forensics, and recovery costs usually sit on the cyber form, not the E&O form. If you e-file or keep client data — on a server, a laptop, or a portal — ask about both.
A business owners policy bundles general liability, business personal property, and often business-interruption coverage. It is the office, equipment, and premises policy — not a substitute for professional liability. If you have a lease, a waiting room, computers, or a sign on the door, a BOP is the usual way to cover that layer.
Workers' compensation pays medical bills and lost wages when an employee is injured on the job. Most states require it once you have staff — including seasonal preparers in many cases. Owners and officers are treated differently by state. If you are hiring, or already have a W-2 team, say so on the quote; we will not guess your state's rule in a FAQ.
Fidelity bonds protect against loss from employee dishonesty. Surety bonds guarantee an obligation — for example a PTIN / tax-preparer bond some jurisdictions require, or a bond tied to executor, trustee, or other fiduciary work. The homepage Bonds card is a starting point, not a list of every bond a practice might need.
No. The picker only pre-selects lines on the quote at quote.taxproeando.com. You still complete a short, non-binding application. Nothing is bound until you and the carrier agree. You can add or drop lines with the advisor after you start.
The marketing picker takes a minute. The quote application is designed to take about six minutes if your business details are handy. A licensed advisor finishes with you — there is no portal to wrestle, and no commitment until you decide to move forward.
InterWest Insurance Services is a full-service brokerage founded in Northern California in 1992. The firm is licensed in all 50 states (CA license 0B01094) and works with A+ rated carriers on this program. Dineen Fraser is the advisor named on this site. Call (877) 877-0770 or email taxproeando@iwins.com, 8:30am–5:00pm Pacific, Monday to Friday.
Yes. InterWest is a partner of the National Association of Tax Professionals. NATP members can start from the NATP landing page, which tags the quote so the perk is applied. The coverage is still underwritten on the practice — membership is not a guarantee of a rate.
Tax preparers and Enrolled Agents, bookkeeping and payroll shops, planning and representation, attestation and assurance, and fiduciary or specialty roles (trustees, bonds, securities-adjacent work). Hybrid desks, remote firms, franchise offices, and part-time preparers are in market too. The directory on Who we serve is the full list we publish; if you do not see yourself, call and describe the work.
No. Rates depend on revenue, services, prior claims, state, and the carrier form. Anyone quoting a number from this marketing site is guessing. Start a quote or call Dineen — those are the two ways to get a real indication.
Coverage terms are defined in the glossary.