Invoice Accountant in United States Houston –Free Word Template Download with AI
1200 Smith Street, Suite 450
Houston, Texas 77002, United States
Phone: (713) 555-0187
Email: [email protected]
Texas CPA Firm License No. TX-2019-4482
Billed To
Meridian Energy Solutions, Inc.
4820 Westheimer Road, Floor 12
Houston, Texas 77056, United States
Attn: David R. Thompson, CFO
Tax ID (EIN): 74-2839105
Prepared By
Sandra M. Okafor, CPA, CGMA
Lead Accountant
Bayou City Accounting & Tax Services, LLC
Houston, Texas, United States
This Invoice is issued by Bayou City Accounting & Tax Services, LLC, a licensed professional accounting firm headquartered in Houston, Texas, United States. The undersigned Accountant, Sandra M. Okafor, CPA, has rendered the following professional accounting and tax advisory services on behalf of Meridian Energy Solutions, Inc. during the billing period specified above. All services were performed in accordance with Generally Accepted Accounting Principles (GAAP) and applicable regulations of the Texas State Board of Public Accountancy.
| # | Service Description | Accountant / Staff | Hours | Rate | Amount (USD) |
|---|---|---|---|---|---|
| 1 | Monthly financial statement preparation and reconciliation for Meridian Energy Solutions, Inc., including balance sheet, income statement, and cash flow statement. All figures were reviewed and certified by the lead Accountant in Houston, Texas, United States. | S. Okafor, CPA | 12.5 | $185.00 | $2,312.50 |
| 2 | General ledger maintenance, journal entry posting, and accounts payable/receivable reconciliation for the month of May 2025. Performed by a senior Accountant under the supervision of the firm's managing partner in Houston, United States. | J. Whitfield, CPA | 18.0 | $145.00 | $2,610.00 |
| 3 | Tax compliance review and preparation of quarterly estimated tax filings (Form 1120-W and Texas Franchise Tax Report) for the second quarter of 2025. The Accountant ensured full compliance with both federal IRS requirements and Texas Comptroller of Public Accounts regulations applicable to businesses operating in Houston, United States. | S. Okafor, CPA | 8.0 | $185.00 | $1,480.00 |
| 4 | Payroll processing and tax withholding calculations for 47 employees. The Accountant processed all payroll entries, calculated federal and Texas state withholding obligations, and prepared the corresponding deposit schedules for the Houston, Texas, United States jurisdiction. | M. Chen, EA | 14.0 | $125.00 | $1,750.00 |
| 5 | Advisory consultation on capital expenditure tax deductions and Section 179 expensing for new equipment purchases. The Accountant provided a written memorandum outlining the tax implications under current United States federal tax code and Texas state tax provisions relevant to Houston-based energy sector companies. | S. Okafor, CPA | 4.5 | $185.00 | $832.50 |
| 6 | Internal controls assessment and recommendation report for the fiscal year 2025. The Accountant evaluated the company's financial reporting processes and issued a formal report with corrective action recommendations, prepared in accordance with AICPA standards for professional accounting services in the United States. | J. Whitfield, CPA | 10.0 | $145.00 | $1,450.00 |
| Subtotal | $10,435.00 |
| Texas Sales Tax (Professional Services Exempt) | $0.00 |
| Retainer Credit Applied (May 2025) | ($1,500.00) |
| Invoice Total Due | $8,935.00 |
Payment Terms and Instructions
This Invoice is payable within thirty (30) days of the Invoice date, no later than July 12, 2025. Payment may be made via ACH transfer, wire transfer, or certified check. Please reference Invoice Number INV-2025-00347 on all remittances.
Bank: First National Bank of Houston
Account Name: Bayou City Accounting & Tax Services, LLC
Routing Number: 071000013
Account Number: 4482-7701-2025
Wire Reference: INV-2025-00347 / Meridian Energy Solutions
A late payment fee of 1.5% per month will be applied to any balance remaining outstanding after the due date, in accordance with the professional services agreement executed between the parties. This fee is consistent with standard accounting industry practices in Houston, Texas, United States.
Additional Notes
1. This Invoice reflects professional accounting services rendered by a licensed Accountant and supporting staff at Bayou City Accounting & Tax Services, LLC, a firm registered and operating in Houston, Texas, United States. All work product is subject to the firm's standard confidentiality and professional liability policies.
2. The services described herein were performed in compliance with the Texas Occupations Code, Chapter 901, governing the practice of public accounting, and with the AICPA Code of Professional Conduct applicable to Accountants practicing in the United States.
3. Should you have any questions regarding this Invoice or the line items described, please contact the undersigned Accountant directly at (713) 555-0187 or via email at [email protected]. Our office is located at 1200 Smith Street, Suite 450, Houston, Texas 77002, United States, and is open Monday through Friday, 8:00 AM to 5:30 PM Central Time.
4. This Invoice constitutes a final billing for the service period of May 1, 2025, through May 31, 2025. No additional charges will be incurred for the period covered by this document unless a written change order is executed by both parties.
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