Independent guidance for U.S. tax & accounting professionals
Protect the firm your clients trust.
Clear, practical guidance on professional liability, cyber insurance, WISP safeguards and business continuity—built for tax preparers and bookkeepers.
Choose your path
Find the guidance that fits your firm
Start with your role or your most urgent risk. Each guide translates complex coverage and compliance questions into clear next steps.
Tax preparers
Build a practical coverage plan around E&O, cyber risk, WISP duties and seasonal exposure.
Bookkeepers
Understand which policies matter first and when clients or contracts may require them.
WISP & security
Turn IRS and FTC expectations into documented safeguards your team can actually follow.
Costs & quotes
Compare realistic 2026 price ranges and use a quote checklist to expose hidden gaps.
The coverage stack
Four layers of protection, explained plainly
Insurance is most useful when every policy has a clear job. Learn where coverage overlaps, where it stops and what evidence insurers may expect.
Responds to alleged errors, omissions and financial harm from professional services.
Helps address breach response, cyber events, notification costs and recovery.
Covers common third-party injury or property claims and core business property risks.
Document safeguards, roles, vendors, incident response and proof of implementation.
Fresh for 2026
Latest practical guides
Focused answers for the decisions tax and bookkeeping firms are making now.
Tax Preparer Insurance: E&O, Cyber & WISP
Compare key coverages and build a practical risk checklist for your firm.
Bookkeeper Insurance Cost: 2026 Rates
See realistic price ranges and the quote details that change premiums.
Tax Preparer WISP Requirements
Move from a template to a defensible, evidence-backed security program.
Seasonal risk alert: before filing volume rises
Review staff access, vendor safeguards, backup recovery and incident contacts before client-data volume peaks.
Useful, not overwhelming
Tools for better decisions
Start with the essential checklists
Why trust Small Business Insured?
We explain coverage in plain English, show where the information comes from and separate editorial guidance from advertising.