Accounting Firm Insurance in Granada Hills
Insurance Options Catered to your Business
Accounting firm insurance covers California CPA and tax practices around the financial weight their work carries for clients. Its core is professional liability, or accountants errors and omissions, which responds when advice, tax preparation, an audit, or bookkeeping is alleged to cause a client a financial loss. It typically pairs with a business owners policy, cyber liability, and workers’ compensation.
Whether you run a solo tax practice or a growing CPA firm, your work carries real financial weight for your clients. A missed filing, a math error, or a disputed tax position can turn into a claim, even when you did nothing wrong.
Coverages accounting firms usually need:
- Professional liability (accountants errors and omissions), the core coverage for accounting work.
- Business owners policy (BOP) or property, bundling general liability with coverage for your office, computers, and furnishings.
- Cyber liability, protecting against breaches involving client financial records and tax data.
- Workers’ compensation, required in California once you have any employees.
- Employment practices liability (EPLI), for claims of wrongful termination, discrimination, or harassment.
Who needs it? Solo tax practices and growing CPA firms across California.
How we help: We take time to understand your services, your client mix, and your staffing so we can help you match coverage to your real exposures.
