Re-Evaluate Clients Well Before Tax Season  
Free Report

Now is a good time to screen tax clients for potential problems. There is still ample lead time before tax season for a client to replace you in the event you decide to disengage. The following checklist highlights some of the warning signs that may be time to disengage from certain clients—ideally after they have paid their bills.

  Complete the form to download the free report  
First Name:
Last Name:
Firm Name:
Please indicate your professional liability insurance expiration date.
Is your CPA firm uninsured?
Copyright 2011 CAMICO Mutual Insurance Company. All rights reserved.
Coverage for the CAMICO program is provided by (i) CAMICO Mutual Insurance Company; (ii) Liberty Insurance Underwriters Inc., administered by CAMICO Insurance Services.
1800 Gateway Drive, Suite 300, San Mateo, CA 94404. Toll free 1.800.652.1772