CPA’s, Accountants, Enrolled Agents, Tax Preparers & Bookkeepers
Express and Standard Programs available.
Professional Liability Coverage for:
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.
Qualifications & Required Documents:
Note: You must enter $0 to Reject Cyber Coverage. We recommend a stand-alone Cyber Policy. Please see our Cyber Application under Specialty Lines Insurance.
Qualifications & Required Documents:
Qualifications & Required Documents:
Qualifications & Required Documents:
Qualifications & Required Documents:
Qualifications & Required Documents:
Qualifications & Required Documents:
Qualifications & Required Documents:
VERY IMPORTANT
Express Program. There are two (2) Rating Tables for the Express Program: Table 1: Firms whose COMBINED total gross revenue did not exceed $300,000 over the last three (3) year period. Table 2: Firms whose COMBINED total gross revenue did not exceed $1,000,000 over the last three (3) year period.
Prior Acts Coverage. If you have a policy in force you will need prior acts coverage. Attach a copy of your current Declarations Page showing the prior acts date and we will match prior acts coverage.
Predecessor Firm: If you have coverage for any predecessor firm on your current policy please attach a copy of the endorsement.
Email or fax completed forms to:
newbusiness@plcsi.com
914.592.6508
Questions? Call 914.592.6505