Accountants, Tax Preparers & Bookkeepers

CPA’s, Accountants, Bookkeepers & Enrolled Agents. Express and Standard Programs available.

Professional Liability Coverage for:

  1. Accountant or Accounting Consultant.
  2. Investment Advisor (as further defined)*
  3. Bookkeeper, Enrolled Agent or Tax Preparer
  4. Personal Fiduciary (as further defined)**
  5. Notary Public, provided that the insured witnessed and attested to the authenticity of the signature notarized.
  6. Member of a formal accreditation, standards review or similar professional board or committee related only to the accounting profession.
  7. Arbitrator or mediator.

Professional services include any of the above services performed Pro Bono with the knowledge and consent of the named insured.

*Investment Advisor means any insured who provides financial, economic or investment advice, including personal financial planning and investment management services, provided that Investment Advisor does not include any insured while involved in the bartering, purchase or sale of securities, insurance products or other investment products.

**Personal Fiduciary is an executor, administrator or representative of an estate or a trustee of a Personal Trust of which no insured or his/her spouse is a beneficiary or distributee.

 

Please be advised that the above titles, headings, definitions, terms and descriptions are for illustrative purposes only and are not a contract. Please refer to the actual policy and all endorsements for a complete description of coverage as certain Conditions & Exclusions apply.

Applications

EXPRESS PROGRAM (Self-Rated)

Qualifications & Required Documents:

  1. Total gross revenue cannot exceed $250,000 in any year for the last 3 years.
  2. All questions on the Express Application must be answered “true”
  3. If you have a policy in force, you will need prior acts coverage. Provide a copy of your current Declarations page showing the prior acts date.
  4. Fully completed, signed & dated Express Application
  5. Signed copy of NY Reg.194
  6. Copy of the Firm’s letterhead.
  7. Include check made payable to PLCSI
    45 Knollwood Rd. Suite 202, Elmsford, NY 10523

 

STANDARD PROGRAM

Qualifications & Required Documents:

  1. Total gross revenue exceeds $250,000 in any year for the last 3 years.
  2. All questions on the Express Application cannot be answered “true”
  3. Fully completed, signed & dated New York Standard Application
  4. Fully completed, signed & dated New York General Supplemental Application
  5. Fully completed, signed & dated New York Claim Form, if applicable.
  6. Copy of the Firm’s letterhead.
  7. Current Professional Liability Insurance Declarations Page & all material endorsements including, Prior Acts Endorsements, if any.
  8. Signed copy of NY Reg.194

EXPRESS PROGRAM (Self-Rated)

Qualifications & Required Documents:

  1. Total gross revenue cannot exceed $250,000 in any year for the last 3 years.
  2. All questions on the Express Application must be answered “true”
  3.  If you have a policy in force, you will need prior acts coverage. Provide a copy of your current Declarations page showing the prior acts date.
  4. Fully completed, signed & dated Express Application
  5. Copy of the Firm’s letterhead.
  6.  Include check made payable to PLCSI
    45 Knollwood Rd. Suite 202, Elmsford, NY 10523Note: NEW JERSEY applicants MUST ADD a surcharge tax of 0.6% of their annual premium.

 

STANDARD PROGRAM

Qualifications & Required Documents:

  1. Total gross revenue exceeds $250,000 in any year for the last 3 years.
  2. All questions on the Express Application cannot be answered “true”
  3. Fully completed, signed & dated Standard Application
  4. Fully completed, signed & dated General Supplemental Application
  5. Fully completed, signed & dated Claim Form, if applicable.
  6. Copy of the Firm’s letterhead.
  7. Current Professional Liability Insurance Declarations Page & all material endorsements including, Prior Acts Endorsements, if any.

EXPRESS PROGRAM (Self-Rated)

Qualifications & Required Documents:

  1. Total gross revenue cannot exceed $250,000 in any year for the last 3 years.
  2. All questions on the Express Application must be answered “true”
  3.  If you have a policy in force, you will need prior acts coverage. Provide a copy of your current Declarations page showing the prior acts date.
  4. Fully completed, signed & dated Express Application
  5. Copy of the Firm’s letterhead.
  6. Include check made payable to PLCSI
    45 Knollwood Rd. Suite 202, Elmsford, NY 10523

 

STANDARD PROGRAM

Qualifications & Required Documents:

  1. Total gross revenue exceeds $250,000 in any year for the last 3 years.
  2. All questions on the Express Application cannot be answered “true”
  3. Fully completed, signed & dated Standard Application
  4. Fully completed, signed & dated General Supplemental Application
  5. Fully completed, signed & dated Claim Form, if applicable.
  6. Copy of the Firm’s letterhead.
  7. Current Professional Liability Insurance Declarations Page & all material endorsements including, Prior Acts Endorsements, if any.

EXPRESS PROGRAM (Self-Rated)

Qualifications & Required Documents:

  1. Total gross revenue cannot exceed $250,000 in any year for the last 3 years.
  2. All questions on the Express Application must be answered “true”
  3. If you have a policy in force, you will need prior acts coverage. Provide a copy of your current Declarations page showing the prior acts date.
  4. Fully completed, signed & dated Express Application
  5. Copy of the Firm’s letterhead.
  6. Include check made payable to PLCSI
    45 Knollwood Rd. Suite 202, Elmsford, NY 10523

 

STANDARD PROGRAM

Qualifications & Required Documents:

  1. Total gross revenue exceeds $250,000 in any year for the last 3 years.
  2. All questions on the Express Application cannot be answered “TRUE”
  3. Fully completed, signed & dated Standard Application
  4. Fully completed, signed & dated General Supplemental Application
  5. Fully completed, signed & dated Claim Form, if applicable.
  6. Copy of the Firm’s letterhead.
  7. Current Professional Liability Insurance Declarations Page & all material endorsements including, Prior Acts Endorsements, if any.

Very Important. Coverage cannot be bound until all required documentation, together with the premium due, is received, reviewed, and accepted by Underwriters. Coverage cannot be back-dated, so please make sure that your information is submitted on a timely basis. All submissions for the Standard Program are individually underwritten to determine program eligibility and terms.

Email or fax completed forms to:
newbusiness@plcsi.com
914.592.6508

Questions? Call 914.592.6505

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