Bookkeeper & Tax Preparer Insurance (No CPA or Accountant)

Balancing your clients' books comes with responsibility and accountability—we know a thing or two about those too.

LIO helps your business stay on track, because while you're keeping the numbers straight, one miscalculation or client dispute could throw your operations off balance. Our insurance protection provides coverage for professional liability, managerial errors, and accidents or damages—so you can focus on calculating success without financial headaches of your own.

What LIO Brings to the Table:

For Policyholders

Highlights:
  • Comprehensive Protection:
    • Professional liability
    • Hired and non-owned auto liability
    • Property coverage including inland marine
    • Abuse and molestation
    • Accident protection
  • Hassle-Free Claims: Our in-house experts will resolve your claims in record time.
  • Supreme Flexibility: Rapid certificate of insurance and policy generation for almost any organization.
  • Speed of Service: Get your quote in just minutes.

For Brokers

Reasons why to do business with LIO:
  • Industry-Leading Niche Appetite: 250+ classes of admitted business.
  • Cutting-Edge Technology: Bindable quotes delivered in minutes No applications required.
  • Unmatched Efficiency: Same-day turnaround for underwriting referral.
  • Proven Customer Satisfaction: Industry Leading Net Promoter Score (NPS) - We deliver!

Contact us and get a quote today!

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