Professional Services

Tax Preparer Insurance in Ontario

Every return you sign is a promise. Insure it.

Tax preparation compresses a year of liability into a season: a missed credit, a late filing, a transposed figure — and the client's penalties and interest become your claim. Volume makes small error rates into real exposure.

We offer affordable preparer E&O with cyber, since a tax file is the most identity-dense document a criminal can steal.

What the package includes

Professional liability (E&O) for claims arising from your advice or service
Cyber and privacy breach coverage for client data and payments
Commercial general liability (CGL) for third-party injury and property damage
Commercial crime coverage for theft and employee dishonesty

Good to know

Frequently asked questions

Does E&O cover CRA penalties my client gets because of my error?: Yes — client penalties and interest flowing from your proven error are the standard tax-preparer claim, and preparer E&O is written to respond to exactly that.
How much does tax preparer insurance cost in Ontario?: Premiums depend on your revenue, team size, services, and claims history — many small operations pay a few hundred dollars a year for core liability coverage. As an independent brokerage we compare our full panel of insurers for the exact mix of coverage your business needs, so you only pay for protection that fits.
How do I get tax preparer insurance quotes?: Request a quote online in about two minutes, or call us. Tell us what your business does and we'll shop the market — you'll get one advisor, the best available rate, and a certificate of insurance as soon as you're bound.

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Frequently asked questions

Does E&O cover CRA penalties my client gets because of my error?

Yes — client penalties and interest flowing from your proven error are the standard tax-preparer claim, and preparer E&O is written to respond to exactly that.

How much does tax preparer insurance cost in Ontario?

Premiums depend on your revenue, team size, services, and claims history — many small operations pay a few hundred dollars a year for core liability coverage. As an independent brokerage we compare our full panel of insurers for the exact mix of coverage your business needs, so you only pay for protection that fits.

How do I get tax preparer insurance quotes?

Request a quote online in about two minutes, or call us. Tell us what your business does and we'll shop the market — you'll get one advisor, the best available rate, and a certificate of insurance as soon as you're bound.