---
title: "Who we serve"
description: "InterWest Tax Pro programs for preparers, Enrolled Agents, bookkeepers, advisory firms, attestation practices, and fiduciary specialty work."
canonical_url: "https://www.taxproeando.com/who-we-serve"
last_updated: "2026-09-02"
---

# If your work is other people's numbers, you're in the right place.

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.

## Tax preparers & Enrolled Agents

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.

- Individual & entity returns
- Estate and trust tax
- Enrolled Agent firms
- Seasonal staffing risk
- Prior acts continuity
- Client data on the premises

## Bookkeeping & payroll firms

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.

- Monthly write-ups
- Payroll & payroll tax
- Cloud bookkeeping stacks
- Fractional controller roles
- Client portal access
- Subcontractor arrangements

## Planning & representation

Liability starts when someone acts on your recommendation — not when a form is filed. Programs for planning, controversy, and advisory that go beyond prep.

- Tax strategy & planning
- IRS and state representation
- Entity and M&A support
- Projections & modeling
- Client advisory services
- Business consulting retainers

## Attestation & assurance

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.

- Reviews & compilations
- Non-public assurance work
- Agreed-upon procedures
- Engagement letter discipline
- Quality control exposure
- Peer review readiness

## Fiduciary & specialty roles

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.

- Executor & trustee services
- Fidelity and surety bonds
- Limited partnership work
- Securities-related activity
- Registered representative roles
- Life & health license side work

## Hybrid desks and niche books — still our market.

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.

- Multi-location firms
- Franchise tax offices
- Fully remote practices
- NATP member desks
- Nonprofit bookkeeping
- Real-estate tax niches
- Part-time preparers
- Hybrid CAS + tax shops

Start a quote from the [homepage](https://www.taxproeando.com/index.md) or [contact](https://www.taxproeando.com/contact.md) the desk.

## Sitemap

See the full [sitemap](/sitemap.md) for all pages.