The numbers are your job. The what-ifs can be ours.
For Texas CPAs, enrolled agents, tax preparers and bookkeepers.
You notice what other people miss. We will show you the numbers and the wording, and nothing will be hidden in either.
Accounting work is deadline work with other people's money and tax IDs. One missed filing or one stolen laptop can become a claim.
A late filing or a wrong number can cost a client penalties, and they may look to you. Professional liability pays for your defense and the damages you owe.
You hold Social Security numbers and bank details. A breach triggers notice duties and can end client relationships. Cyber coverage pays for the response.
This form asks the questions that matter for Accountants & Bookkeepers, and two minutes is enough to start. You are not a number here. A licensed Texas agent in Corpus Christi reads every request personally and tells you plainly what is available for your situation.
Very little. Home policies limit business equipment and exclude business liability. A small business policy or an endorsement closes that gap.
The policy in force when the claim is made is the one that responds, not the one in force when the work was done. That is why you keep it continuous.
Fill in the form on this page or call (361) 336-0409. A licensed Texas agent reviews every request and tells you plainly what is available for your situation. Nothing is covered until an insurance company issues a policy.
General information for Texas residents, not legal, tax or financial advice. Not every coverage is available for every person or business. Coverage is subject to policy terms, conditions and underwriting approval.