Universal Tax Inc. PTIN Protection Plan*

Looking after someone else’s money is a responsibility you have to take seriously.

Problem is, quite how much is your responsibility isn’t immediately obvious. Until something goes wrong, of course, and then it’s all too obvious.
Make a mistake with some or all of your client’s money and the only certainty is that you’ll be called to account for it – and you’ll have to do something about that. Accusations you’ve been negligent are expensive to fix and a high risk to pay for your reputation.

Universal Tax Inc, PTIN Protection Plan is protection by the numbers. If you find yourself at the sharp end of a claim against you, your Protection Plan provides the legal strength to defend you, and the financial muscle to pay for any damages you’re liable for. It’s coverage you can count on!

What am I covered for?
  • Claims and damages
  • Defense costs – including appointing an attorney, if necessary
  • Claims arising from Tax Preparation ( Must have a current PTIN )
  • National coverage
  • Coverage for Federal and State filed Tax Returns.
  • Coverage Limits $10,000 (Federal)/ $5,000 (State) per claim
  • Coverage effective for 2018 Tax filing year ( Active PTIN Required for current Tax year )
*Universal Tax, Inc. PTIN Protection Plan is backed by an “A” Rated insurance policy, that abides by the provisions of this plan.