CSEA

Your active membership in the California Society of Enrolled Agents attest to your compliance with the highest standards of professionalism and ethics. Membership shows your commitment to the tax profession. Placer Insurance Agency has been successfully insuring Enrolled Agents and other Tax Professionals for over 30 years. Our agency currently insures an excess of 2500 tax firms throughout the US. Our program is one of the most comprehensive programs available. Click one of the Apply Now buttons below to get started.

Tax professional liability

Provides professional liability (errors and omissions) coverage for Tax Professionals.

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Cyber Liability Insurance

In today’s data-driven world, tax professionals of all sizes are at risk for a cyber attack or data breach.

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Tax Preparer Bonds

An agreement between your company, a surety company, and your clients to ensure that your client can get financial reparation if you make a mistake.

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