Capitol Special Risks
Contact Us
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Capitol Special Risks
Contact Us
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Accountants/Accounting Professionals

If your client is a Certified Public Accountant, bookkeeper, or tax preparer, they face a broad range of professional liability exposures — including data breaches, client disputes, and fiduciary missteps. Capitol Special Risks provides tailored professional liability solutions designed to protect accounting professionals from the risks they encounter in daily practice.
 

Comprehensive Coverage for Accounting Professionals

Capitol Special Risks places accounting professional liability nationally. Whether the account is an independent CPA, a tax preparation shop, a bookkeeping practice, or an investment adviser offering accounting services, we can help you structure a package that aligns with the firm’s services and exposures.
 

Target Accounts

We write a wide range of accounting professionals, including:
  • Certified Public Accountants (CPAs)
  • Bookkeepers and payroll processors
  • Tax preparers
  • Investment advisers with accounting exposure
The program fits solo practitioners and small-to-mid-sized firms seeking robust E&O and related coverages.
 

Coverage Highlights

Typical coverages available through this program include:
  • Network & Information Security (cyber/privacy) coverage
  • Investment Adviser Professional Liability
  • Personal Fiduciary coverage
  • Crisis Event Expense reimbursement
  • Deductible Mediation Credit
  • Pre-claim assistance and practical risk-management tools
 

Program Features and Underwriting Notes

Minimum premiums depend on firm size and services. We can access both admitted and non-admitted markets in many states. Capitol Special Risks focuses on quick turnaround and transparent placement — we never charge broker fees.
 

Availability

This program is available in most U.S. states, including: CA, TX, FL, NY, GA, IL, and WA. For eligibility and state-specific options, submit the account details or contact a market specialist.
 

Why Work With Capitol Special Risks?

As a wholesale broker with access to multiple carriers, Capitol Special Risks delivers deep experience in professional lines and tailored liability placements. We combine underwriting expertise with hands-on placement support — from pre-claim assistance to risk management resources — to help you place accounting risks with confidence.
 
In CA, Capitol Special Risks, Inc. dba: Capitol Special Risks Insurance Service - CA Fire & Casualty Agency - #0C46094

Frequently Asked Questions

What types of accounts are a good fit for this program?

Ideal accounts include CPAs, bookkeepers, payroll processors, tax preparers, and small-to-mid-sized accounting firms. We also consider investment advisers that have accounting-related services or exposures.

Is this coverage available nationwide?

The program is offered in most U.S. states, including CA, TX, FL, NY and many others. Contact us with the client’s state for confirmation and market options.

Are both admitted and non-admitted markets available?

Yes. We have access to both admitted and non-admitted carriers and will select the best market based on the risk profile and state requirements.

What is the minimum premium for this program?

Minimum premiums vary with firm size, services offered, and coverage limits. Provide account details to receive a quick indication of pricing and available limits.

Do you charge any broker fees?

No. Capitol Special Risks does not charge broker fees to place accounts in this program.

Need help placing an account? Connect with a market specialist.

U.S. States Available

  • U.S. States Available:
  • Provider Type:
    Wholesale Broker
  • Admitted:
    Some Available Markets
  • Carriers:
  • Carrier Ratings:
    A- or better by A.M. Best
  • Commission:
    Varies per carrier
  • Min Premium:
    Varies

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