Accountant Errors & Omissions Quotes

To complete our short form application, please use the "Short Accountant Application (PDF)" button. If you have any questions about the process, coverage, etc. please contact us.

You can also complete the short form below for a quick quote from one of our companies.
If you would like us to send you a full application for completion, please complete the "Full Accountant Application Request" by clicking below.

Short Accountant Application (PDF) Full Accountant Application Request

Accountant Errors & Omissions Quote
Business Name (*)
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Contact Name (*)
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Contact Phone Number (*)
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Contact Email Address (*)
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Business Address (*)
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Current Insurance Carrier
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Current Coverage Limit / Requested Limit
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Current Retroactive Date
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Current Insurance Expiration Date
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Years of Continuous Coverage
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Gross Income from Last Fiscal Year
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Estimated Gross Income for this Fiscal Year (*)
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Percentage of Income Derived from the Following Areas:
Audits
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Bookkeeping
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Compilation
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Fiduciary / Trustee
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Review
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SEC
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Individual Tax
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Business Tax
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Other Types (Details and Percentage)
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Number of Owners, Officers, Partners & CPA's (*)
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Number of Non-CAP Employees
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Number of Other Employees / Clerical
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Has firm ever provided services to financial institutions, publicly traded companies or insurance companies? (*)
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Have there been any claims in the last 5 years? (*)
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Comments
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Submission Information

Fields marked with (*) are required. If you do not receive a confirmation that we received your information after trying to submit, at least one of the required fields was missed. Please find the field with the missing information (they will be outlined in red), enter the required information and try submitting again.