Tax and Financial Services Professional Liability Insurance

The EZ Insurance Solutions Professional Liability coverage, or errors & omissions (E&O) coverage, is available to firms and individuals performing tax return preparation, advice, and client representation before the IRS or any governmental taxing authority; bookkeeping services; payroll processing services; data processing services; notary public services; and recommending and installing hardware and software, including training your client.

Optional coverage is available for services performed as a financial planner, registered investment advisor, registered representative, and life insurance agent when services are rendered to implement a written financial plan. EZ Insurance Solutions offers high quality coverage and service, a simplified application process, and rates developed especially for these types of practices.

We offer an easy approach to insuring your professional liability exposures. If your professional practice consists of the services described above, EZ Insurance Solutions provides the coverage you need in one insurance policy. There is no need to have one policy to cover tax services, one policy to cover your activities as a life agent, and one policy to cover your financial planning services. Even if you are only in practice part-time, we have low limit options and low minimum premiums designed for you. Our pricing adjusts depending on your revenues and is not just based on the number of professionals insured. With EZ Insurance Solutions, you have only one policy and only one deductible.

If you are wondering whether you need this coverage, please take a moment to review our FAQ page for some reasons why you should consider this important protection for your firm.

EZ Insurance Solutions is underwritten by Continental Casualty Company, one of the CNA insurance companies.*

Read more information about the coverage features.

*One or more of the CNA companies provide the products and/or services described. The information is intended to present a general overview for illustrative purposes only. It is not intended to constitute a binding contract. Please remember that only the relevant insurance policy can provide the actual terms, coverages, amounts, conditions and exclusions for an insured. All products and services may not be available in all states. CNA is a service mark registered with the United States Patent and Trademark Office. Copyright ©2010 CNA. All rights reserved.