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Coverage Highlights

Get in contact with Michael Phillippo or Sarah Suschkov, for more information about our accountant services.

Coverage Details



Target Classes

  • Small to Mid-Sized Firms
  • Certified Public Accountants (CPAs)
  • Enrolled Agents
  • Tax Preparers
  • Bookkeepers

Products Offered

Policy Coverage
  • E&O and D&O Coverage
  • Prior Acts
  • Disciplinary Hearings
  • Libel, Slander, and Defamation
  • Dishonesty of Employees
  • Rate Recognition for Well-Worded Letters of Engagement and Extra Continuing Education Activity
  • Options for Defense Costs Outside the Limit
  • Zero Deductible Option
  • Outside Directors & Officers Cover for Non-Profits
Our Limits
  • Accounts E&O up to $5,000,000
  • Non-Profit Organizations Outside Directorship – $1,000,000
  • Disciplinary Proceedings Reimbursement – $25,000
  • Dishonesty of Employees – $50,000 / $1,000,000
  • Libel, Slander, and Defamation – $50,000
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Available Options
  • Primary or Excess Limits
  • Policy Written in Canadian or US Currency
More Packaged Coverage Available

Contact Trinity Underwriting Today