Guard Your Business from the Unexpected

Accountants Professional Liability Insurance that Fits you and Your Business

Forrest T. Jones & Company (FTJ), a financially solid and secure company, has been marketing only the finest insurance programs to accountants and tax professionals for over 40 years.

The nationally endorsed Travelers Professional Liability program is available to members of Washington Association of Accounting & Tax Professionals. This program provides access to Travelers 1st Choice+SM *, a new, state-of-the-art errors and omissions policy that was designed with you, the accounting professional, in mind. Check out the highlights of our plan here.  Whether you are a bookkeeper, tax preparer, enrolled agent or Certified Public Accountant, this plan can be tailored to fit your business, so you don’t have to pay for coverage you don’t need.  Several limit, deductible and installment options are available.

Policy benefits include, but are not limited to:

• Attorney assistance in responding to subpoenas
• Disciplinary and regulatory proceeding expense reimbursement
• Network and information security offense coverage
• Personal fiduciary coverage
• Investment adviser coverage
• Crisis event expense coverage
• Claim services and pre-claim assistance
• Risk management services
• Deductible mediation credit

Forrest T. Jones & Company

• Audit Supplemental Coverage for Non Public Client
• Claims, Suit, or Incident Supplement
• Discretionary Authority Funds Controlled Supplement
• Financial Institutions Supplement
• Investment Advice Financial Planning Practice Supplement
• Office Sharing Supplement
• Outside Interest Supplement
• Securities Supplement
• Separate Entity Supplement
• Technology-Computer Related Services Supplement
• Travels Ins Small Business Liability Coverage Application
• Trustee Supplemental Coverage Application