Forrest T. Jones Professional
Liability Insurance

Since we are so diversified, we offer additional insight into the complex tax code from seasoned members specializing in their particular area of knowledge and expertise. Student membership is also offered to enable mentoring of future preparers to those just entering the field, taking the initial 60 hour fundamental course and/or plowing directly into the next step of sitting for the Enrolled Agent Exam.

Are you protected by a solid professional liability policy? What would you do if you were subpoenaed as a result of a client being involved in a lawsuit? (tip: don’t just turn over documents without talking to an attorney.) Don’t leave your business and potentially your personal finances at risk to legal fees or damages from a lawsuit. The Accountants Professional Liability Plan, available through CSTC addresses the exposures members most frequently face.

Whether you are a bookkeeper, tax preparer, enrolled agent or CPA, this newly enhanced errors-and-omissions plan can be tailored to fit your business – and your budget – with an array of deductible and liability options. Multiple installment payment options are also available. The policy has recently been broadened to pay attorney fees to assist with response to a subpoena for documents, deposition or trial testimony if you haven’t yet been sued or had a “claim” made against you.

Forrest T. Jones & Company
Fax: 816-968-0600
Or mail: 3130 Broadway, Kansas City, MO 64111
Attn: Ladonna Filler
Or email: [email protected]

Policy features include, but are not limited to:

  • NEW Subpoena response legal assistance
  • Disciplinary and regulatory proceeding expense reimbursement
  • Network and information security offense coverage
  • Personal fiduciary coverage
  • Investment Advisory Coverage
  • Pre-claim assistance
  • We think you’ll find that the Accountants Professional Liability Plan, available to you through your CSTC membership, will meet your needs, your budget, and give you the peace of mind you deserve.

Coverage for all claims or losses depends on actual policy provisions. Availability of coverage can depend on underwriting qualifications and state regulations.