InterWest has insured tax and accounting professionals since 1992 — not as a side line, but as a dedicated desk that knows peak season, client data, and advice that creates real exposure.
01 · Core desk
Peak season, e-file, and guidance clients follow. We place professional liability and packages around how a tax desk really operates — one preparer or a multi-office shop.
02 · Recurring work
Your reputation is clean books. We cover the day a misposted quarter, payroll glitch, or client-system access issue shows up with your firm on the invoice.
03 · Advice that sticks
Liability starts when someone acts on your recommendation — not when a form is filed. Programs for planning, controversy, and advisory that go beyond prep.
04 · Your signature
Reviews, compilations, and related work put your firm on the line. Coverage for the report process — engagement quality, peer review pressure, and the signature itself.
05 · Higher stakes
Executor and trustee work, bonds, and securities-adjacent services rarely fit a standard E&O brochure. We place those with eyes open — including surety when the engagement demands it.
Many firms cut across the categories above. Tell us how you actually operate; we'll say what we can place and what we won't force into the wrong product.
Pick the policies that matter on our homepage — it takes about six minutes, and a licensed advisor finishes with you.
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