25 East Spring Valley Avenue, Maywood, NJ 07607, 1 (877) CPA-GOLD
(877) 272-4653
info@cpagold.com

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Accountants Professional Liability Insurance

Coverage with CPAGold™

For nearly twenty years, CPAGold™ has strived to be the most innovative and forward thinking professional liability insurance program for accountants. Our member firms face new and more difficult challenges which test the mettle of even well-managed practices. New areas of practice, new ways of doing business, new theories of negligence and new classes of potential claimants all combine to form the perfect storm through which only the best managing partners can navigate.

CPAGold™ program offers significant advantages over our competitors.  A few of the highlights of the program are:

  • ✓ Free built-in cyber liability coverage, and the ability to add additional first party coverage (e.g. notification costs, assets protection, extortion, loss of profits) of up to $1,000,000.
  • ✓ No “hammer clause” – this means you control the settlement of any claim.
  • ✓ Coverage for fines levied against you arising from Internal Revenue Codes §7216, §6694, and §6695A built into the policy.
  • ✓ Built in reducing deductible.
  • ✓ A broad definition of professional services – not just limited to accounting and consulting.
  • ✓ Two year policy available to qualifying firms – with the ability to restate the limit in the second term.
  • ✓ Excellent loss control resources, regular blog postings and the services of Ralph Picardi via a toll free pre-claims assistance line.

 

CPAGold™ is underwritten via strong, stable carrier – the program is underwritten by QBE Insurance – rated “A” excellent by A. M. Best and “A+” by S&P – a $42 billion asset company (http://qbena.com/media/86646/7930_QBE_Annual_Report_ALL_2015_v21v15_FA5_0.pdf ).

Receive a free quote

We typically respond within one business day. Please fill out the following form. This information will be used solely to provide the insurance proposal you are requesting.

To contact us by phone, call (877) 272-4653 during normal business hours.

 

    Firm Details

    Risk Management Details

    Staff List

    Number of billable staff (with years of experience)

    Years F/Time P/Time*
    5+ Years
    4 Years
    3 Years
    2 Years
    1 Years
    < 1 Years

    * Average of 25 hours per week or less

    In the past three years, how many firm members attended a loss control seminar *

    Date the firm was established: *

    Within the past 5 years:


    YesNo

    YesNo

    YesNo

    Insurer
    Retroactive Date on your current policy
    Renewal
    Limit
    Deductible
    Premium

    Approximately percentages (MUST total 100%) of income received from the following activities for the last annual period

    Activity % Check
    Audit publicly traded entities
    Audit (not-for-profit)
    Audit (all other)
    Review
    Compilation
    Book Keeping
    Taxation
    Trustee Services
    Personal Financial Planning
    M. A. S.
    Information Technology
    Business Valuation
    ERISA/Pension Plans/TPA
    SEC/Sarbanes Oxley Services:
    Other Services

    CLAIMS HISTORY (within the past five years):

    Claim #1 Claim #2 Claim #3