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Accountants Professional Limited Liability (APLL)

Why pay high premiums based on large firm losses due to failed audits or high risk SEC engagements? If your firm has less than 10 total staff and you do not need coverage for audits or review services, CPA Mutual may have the answer for your professional liability needs. Click here to view a sample policy.

This is an application for a Claims Made policy. If an insurance policy is subsequently issued, it will only apply to claims first made against the insured during the policy period.

 Click here to download the APLL application form.
 Click to download the renewal application form.

Policy Highlights

We now offer a limited accountants policy. Listed below is a sampling of the types of services we cover under this policy. To find out if the services you provide are covered under this policy, please contact Beverly Bullard at 800-543-3029 or bbullard@cpamutual.com. You do not have to be a licensed CPA to buy this coverage, this policy will cover accountants, bookkeepers, enrolled agents or tax preparers:

  • Provides tax advice
  • Prepares and/or files tax returns
  • Provides tax proceeding representation
  • Compiles, prepares, or assembles financial data statements
  • Assists in the maintenance and preparation of financial records

This policy offers broad coverage and will apply to firms that do not perform audits or reviews. Because of this, we are able to reduce our rates and charge only for professional staff, so your savings can add up quickly. We offer limits of $100,000, $250,000, or $500,000 per claim and aggregate. Deductibles start as low as $500 and are based upon your firm's annual billing amount.

Want a quote before you apply? Click here to get a Quick Quote for your policy.

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