We’ve been writing Tax Preparer E&O with CNA Surety for over 25 years. If you’re a tax preparer, CPA or EA, CNA provides professional liability protection for your tax business. Bookkeeping coverage can be added. Discounts for EA or membership in a tax association.

To Request a Quote

1. Download, print, and fill in this Quote Request form. 

2. Email your completed form to info@McKenzieSmith.com by attaching it as a photo, or by scanning it and creating a PDF file.

Alternatively, you can fax it to us at (707) 778-8932 or send in the mail to: McKenzie Smith 1341 N. McDowell Blvd, Suite A, Petaluma, CA 94954.

We will get in touch with you by the next business day after receiving your form.

Thank you!