Errors & Omissions Insurance for Bookkeepers and Tax Preparers

 
 
 

Toll Free (866)262-7542

Home About Us Get a Quote Resources Contact Us

 
Bookkeeper Resources
 

 

Sample Engagement Letters

 

Sample Bookkeeper Engagement Letter

 

Sample Alternative Dispute Resolution Language

 

Sample File Retention Policy

 

Sample Tax Return Engagement Letter

 

Sample Disengagement Letter

 


Guidance on IRC §7216 and it's revised Regulations

IRC SEC. 7216 - Disclosure or use of Tax

 

Overview

 

Sample Consent Letters

 

Mandatory Requirements & Statements

 

PowerPoint Presentation

 

IRS Links

Section 7216 updated rules for tax preparers

Section 7216 - Frequently asked Questions

Aids to preparing 7216 Consent forms

 


Articles

 

Top 10 Causes of Malpractice, and Ways to Avoid Them

 

Negative Engagement Letters

 

Suits for Fees

 


 

Business Service Bond:

 

A Business Service Bond covers acts of dishonesty by employees, or owners, of the named insured of client property at the client premises.

 

Amount of bond

Estimated cost

$10,000

$100.00

$25,000

$250.00

$50,000

$500.00

$100,000

$1,000.00

 

Business Bond Application

Additional resources

 

Sign up for NAPLIA's Professional Liability Updates email newsletter

 

- Email newsletter provides exclusive content from Travelers Insurance specific for bookkeepers and tax preparers.

 


 

This week's tip:

The AIPB provides weekly, short, practical tips directly to your email box.

 

Your Liability as  Bookkeeper

 

To sign up for Free Bookkeeping Tips, click here.

 


 

NAPLIA maintains the following educational websites as a resource to our clients:

 

www.naplia-identitytheft911.com

A must view for all individuals.  Identity theft is on a dramatic rise and this website provides information on how to avoid it, what to do if you are a victim, and current alerts.

 

www.CpaEngagementLetters.com

valuable information and engagement letter samples for accountants