You balance the books. We balance your risk.
Numbers don’t lie — but clients sometimes do. One miscalculation, audit dispute, or tax-season accusation can flip trust into a lawsuit overnight. That’s where we come in.
Our Coverage
Our Professional Liability (E&O) coverage is built for accountants, bookkeepers, and tax professionals who know precision isn’t optional. We combine E&O, Cyber, and optional Employment Practices coverage — protecting you from every side of the ledger. What’s covered:
- Errors in tax prep, audits, or financial reporting
- Client claims of negligence or misrepresentation
- IRS or regulatory investigations
- Data breaches and ransomware attacks involving client financials
- No templates. No finger-pointing. Just expert coverage for the people who make accuracy their business.
GET STARTED
It is easy to start
Insurance for CPA’s made simple — expert advice, fast quotes, tailored coverage, and dependable service you can trust.
Talk to an Expert
No bots. No call centers. Just people who know your industry inside out. We’ll review your operations and goals, then tailor coverage around your firm — built to fit, not forced to fit.
(469) 777-3025
Give us a call
Smart, Not Standard
We dig into 50+ carriers, find the hidden gaps, and negotiate smarter terms. Because “comparable” coverage often isn’t comparable at all.
50+
Representing 50+ insurance carriers
Coverage That Fits
We help businesses save an average of 10–20%, but the real win is reliability—coverage that performs when it’s needed, not just when it’s sold.
10%-20%
We save firms upwards of 10-20%
WHY US
Coverage Built for CPAs
Because CPA work leaves zero room for guessing — your insurance shouldn’t either. Most brokers treat accountant E&O like a commodity. We take the opposite approach.
We focus on where claims actually come from: deadline pressure, client misunderstandings, advisory gray areas, and financial data handled across multiple systems. Then we build coverage that’s designed to withstand those realities — not just list them.
Straight answers. Fast responses.
Protection that respects the precision your work demands.
Credentials You Can Trust
Our team is actively involved in leading industry organizations and advanced underwriting programs — because expertise isn’t claimed, it’s earned.
Precision. Trust. Financial consequences.
Regulatory exposure.
One missed detail can cost more than the fee.
WHAT OTHERS ARE SAYING
Testimonials
Hear directly from clients who’ve trusted us with their coverage.
“Transparent, clear and always available. It’s been a pleasure having PIE handle our architectural liability insurance.”
“Great company! We’ve been using them for years.”
“Our firm has used PIE for legal malpractice insurance for years. Excellent service and reasonable pricing. Highly recommend.”
“Great insurance agency. I’ve used them for many years and refer fellow lawyers. The team is top-notch.”
“Excellent service — best quality and support. We’ve been loyal clients for three years and look forward to many more.”
“PIE has covered my consulting business since 2017 — always seamless and dependable.”
“Best decision we made. PIE has saved us more money than any other broker — I just wish we found them sooner.”
“Fast, accurate and very professional. They always find competitive rates.”
“Service the way it should be. They work hard to make sure you’re happy — and they’re very nice people.”
Our Blog
Explore expert tips, industry updates, and insights to help you make smarter insurance decisions today.
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