CPA & Accounting Insurance
Professional protection for accounting, tax, bookkeeping, and advisory practices.
Insurance for the Professional Trust You Earn
CPA firms and accounting practices are trusted with sensitive information, important deadlines, financial records, and advice that affects their clients. A business insurance program should reflect the professional work you perform and the information you safeguard.
From an allegation related to a tax filing or financial report to a data incident, office loss, or employment matter, a single event can disrupt your practice. Coverage can help address the risks connected to your services, subject to policy terms and limits.
Insure Pacific works with professional practices across Oregon and the American West. As an independent agency, we can help you compare coverage options for your services, client base, team, and growth plans.
Who Needs CPA & Accounting Insurance?
CPA Firms
Practices providing tax, audit, assurance, accounting, and advisory services.
Accounting Firms
Teams handling bookkeeping, payroll, controller, and outsourced accounting work.
Tax Professionals
Preparers and enrolled agents serving individuals, families, and small businesses.
Advisory Practices
Professionals providing reporting, compliance, consulting, and business guidance.
Coverage to Discuss for Your Practice
Review Coverage Before the Next Practice Year
- Review tax, audit, bookkeeping, payroll, advisory, and reporting services along with planned changes.
- Update professional staff, payroll, revenue, client types, offices, remote-work arrangements, and contractor relationships.
- Review client records, banking and tax information, security safeguards, cloud systems, privacy practices, and vendor agreements.
- List computers, office equipment, furnishings, files, and other owned or leased business property.
- Discuss new service lines, contracts, client requirements, incidents, claims, and growth plans before renewal.
CPA & Accounting Insurance FAQs
Common questions about insurance for CPA and accounting practices.
Why do accountants need professional liability insurance?
Professional liability, often called errors and omissions coverage, may help respond to covered allegations that a professional service, recommendation, filing, or financial work caused a client financial loss. Terms and exclusions vary by policy.
Do CPA firms need cyber liability coverage?
Many practices store tax records, payroll details, banking information, and other confidential data. Cyber coverage can help address certain expenses from a covered data incident, subject to the policy terms.
What information is useful for an insurance review?
Bring information about your services, annual revenue, staff, client types, data-security practices, prior coverage, and contract requirements. These details help identify relevant coverage options.
How can Insure Pacific help an accounting practice?
Insure Pacific is an independent insurance agency. We can learn about your practice and compare available options from multiple carriers so you can evaluate coverage for your professional and business risks.
Protect Your CPA & Accounting Practice
Tell us about your practice and compare coverage options with Insure Pacific.
Get in Touch
Ready to protect what matters most? Contact us today for a no-obligation insurance review. Our experienced agents are here to help you find the right coverage for your needs.
