CPA Professional Liability Plan Inc.  



CPA PLI's Claims Service Team, consisting of lawyers and CPAs, monitors all claims reported by insureds. The claims personnel are also involved in Risk Management Seminars.

To report a claim or a potential claim, please send written notice to CPA PLI by mail, fax, or email. Upon receipt of written claim notification, a Claims Examiner contacts the insured to acknowledge receipt. Claims Adjusters, Tax Experts, and Lawyers may be involved depending on the circumstance. We have a selected array of claims handlers who have several years of experience in dealing with Professional Liability issues involving CPAs.

Frequently Asked Questions.

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