CPAs and Accountants
Van Gilder provides a specialized expertise in CPA and Accountant’s Professional Liability. We have developed a program to assist in managing all CPA's and Accounting firm's insurance needs. While we aggressively market all of your insurance coverage, we additionally partner with carriers to offer many risk management tools to proactively reduce the exposures that arise when operating a successful accounting firm.
Tools Include:
- Monthly newsletters pertaining to best practices for accounting firm management
- CPE classes given in person by CPA’s now specializing in risk management or offered online through web-casts and online self study
- Tax advice and cold review services for complex estate and gift tax, and corporate income tax statements
- Legal advice from attorneys addressing how to respond to a subpoena, summons, or third-party requests for information
- Client screening and sample engagement letter language with letter review services