Tax Preparer's Errors & Omissions Insurance Rates (Annual Premiums)
 
Number of Employees $ 10,000 per Claim / $ 20,000 Aggregate $ 25,000 per Claim / $ 50,000 Aggregate $ 50,000 per Claim / $ 100,000 Aggregate $ 100,000 per Claim / $ 200,000 Aggregate
1 - 3 $ 182 $ 363 $ 556 $ 737
4 $ 226 $ 451 $ 686 $ 909
5 $ 270 $ 539 $ 817 $ 1,086
6 $ 314 $ 627 $ 947 $ 1,260
7 $ 358 $ 715 $ 1,078 $ 1,434
8 $ 402 $ 803 $ 1,209 $ 1,608
Each Additional $ 44 $ 88 $ 131 $ 174

Tax Preparer's Errors & Omissions Discounts
Enrolled Agent
90%
Tax Preparer Association Member
90%
Enrolled Agent & Association Member
85%

Tax Preparer's Errors & Omissions: Additional Coverage Options
$ 10,000 per Claim / $ 20,000 Aggregate
$ 25,000 per Claim / $ 50,000 Aggregate
$ 50,000 per Claim / $ 100,000 Aggregate
 $ 100,000 per Claim / $ 200,000 Aggregate
1 year Retroactive
included
included
included
included
2 year Retroactive
$ 125
$ 250
$ 375
$ 500
Bookkeeping
1 - 10% of total practice
1.15 factor
11 - 25% of total practice
1.25 factor
25% +
1.33 factor
Extended Reporting
.5 factor