Insurance for CPAs

Protecting Your Practice's Success

We understand the dedication and hard work required to manage a thriving CPA practice. The meticulous attention to financial details, satisfaction of helping clients achieve their goals and trust they place in your expertise — these elements define the essence of your profession. However, the accounting industry presents its own unique challenges and risks. That's why we're here to provide you with peace of mind by helping you protect the future of your practice. Our comprehensive CPA Insurance solutions are designed to safeguard your business, support your committed team and ensure the security of the clients you diligently serve.

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What Type of Insurance Do You Need?

Business Owner's Policy

Conveniently combines Property and Casualty, General Liability and Business Interruption Income.

Workers’ Compensation

Protects your employees by covering medical expenses and lost wages in case of work-related injuries or illnesses.

Commercial Umbrella

Acts as an extra layer of protection for your business in case a lawsuit or a major liability claim exceeds the limits of your primary insurance policies.

Additional products include Cyber, Management Liability & Commercial Auto.

Insurance is offered by Gallagher and underwritten and provided by Chubb.

Why Do You Need Insurance?

To help you mitigate these common risks:

  • Client or visitor is injured on your premises
  • Damage or loss of business property due to fire, theft, vandalism or certain natural disasters
  • Covered event forces your office to temporarily close
  • Failure to detect fraudulent activities or financial discrepancies
  • Client dissatisfaction based on incorrect tax filings, missed deadlines or mistakes in tax returns
  • Dispute over contractual obligations or failure to meet agreed-upon terms

Together, Gallagher Small Business* and Chubb® Small Business Insurance** offer:

  • Dedicated small business expertise
  • Flexible solutions
  • Hassle-free quotes
  • Claims advocacy and assistance

*One of the world’s largest insurance brokers and ** a world leader in insurance, which maintains financial strength ratings of AA from Standard & Poor's and A++ from AM Best.

Remember, as your business expands, your insurance requirements might evolve. Stay vigilant and regularly reassess your coverage to ensure it aligns with your growing needs.

Contact us today! Exploring your coverage options is good business sense.

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Insurance brokerage and related services provided by Arthur J. Gallagher Risk Management Services, LLC. (License Nos. 100292093 and/or 0D69293)

Chubb is the marketing name used to refer to subsidiaries of Chubb Limited providing insurance and related services. For a list of these subsidiaries, please visit our website at www.chubb.com. Insurance provided by ACE American Insurance Company and its U.S.- based Chubb underwriting company affiliates. All products may not be available in all states. This communication contains product summaries only. Coverage is subject to the language of the policies as actually issued. Surplus lines insurance sold only through licensed surplus lines producers. Chubb, 202 Hall's Mill Road, Whitehouse Station, NJ 08889-1600

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