Invoice Auditor in United States New York City –Free Word Template Download with AI
Professional Auditor Services — United States New York City
TAX INVOICE NYC COMPLIANT
Invoice Number: INV-2025-NYC-004872
Invoice Date: June 12, 2025
Due Date: July 12, 2025 (Net 30)
Engagement Reference: AUD-2025-HLC-0031
Service Period: March 1, 2025 – May 31, 2025
Payment Method: ACH Transfer / Wire to Chase Bank, Account ****7821
| # | Description of Auditor Services | Rate | Hours | Amount (USD) | NYC Tax Code Ref. |
|---|---|---|---|---|---|
| 1 | Comprehensive Financial Statement Audit — FY 2024. The Auditor conducted a full examination of Harborview Logistics Corporation's general ledger, balance sheet, income statement, and cash flow statements in accordance with Generally Accepted Auditing Standards (GAAS) and the New York State Department of State regulatory framework applicable to entities operating within United States New York City. | $285/hr | 120 | $34,200.00 | NYC Admin. Code § 11-501 |
| 2 | Internal Controls Assessment & SOX Compliance Review. The Auditor evaluated the design and operating effectiveness of internal controls over financial reporting, ensuring alignment with the Sarbanes-Oxley Act of 2002 and supplemental New York City municipal financial reporting requirements for entities with operations in the five boroughs. | $310/hr | 85 | $26,350.00 | NYC Admin. Code § 11-503 |
| 3 | Tax Compliance Audit — NYC Corporate Tax & Gross Earnings Tax. The Auditor performed a detailed review of all tax filings submitted to the New York City Department of Finance, including the Gross Earnings Tax (GET) and the City Corporate Tax, verifying accuracy of revenue reporting across Manhattan, Brooklyn, Queens, Bronx, and Staten Island operations. | $295/hr | 60 | $17,700.00 | NYC Admin. Code § 8-1001 |
| 4 | Payroll & Workforce Compliance Audit. The Auditor examined payroll records, wage payment compliance with New York City's Fair Workweek Law, minimum wage adherence, and overtime calculations for all employees based in United States New York City. This included verification of NYC-specific surcharges and local wage ordinances. | $275/hr | 45 | $12,375.00 | NYC Admin. Code § 20-801 |
| 5 | IT General Controls & Data Integrity Audit. The Auditor assessed the client's information systems, access controls, data backup protocols, and cybersecurity posture in compliance with New York State's SHIELD Act and New York City's data protection ordinances governing entities processing resident data within the city limits. | $320/hr | 50 | $16,000.00 | NYC Admin. Code § 11-505 |
| 6 | Audit Report Preparation, Management Letter & Board Presentation. The Auditor compiled all findings into a formal audit opinion letter, prepared a management letter detailing recommendations for remediation, and delivered a comprehensive presentation to the Board of Directors of Harborview Logistics Corporation at their offices in Midtown Manhattan, United States New York City. | $300/hr | 30 | $9,000.00 | NYC Admin. Code § 11-507 |
Subtotal: $115,625.00
NYC Sales & Use Tax (8.875%): $10,261.72
NY State Sales Tax (4%): $4,625.00
NYC Municipal Surcharge (3%): $3,468.75
Grand Total Due: $133,980.47
Notes & Payment Instructions
This Invoice is issued by Meridian Audit & Assurance Group, LLP, a licensed Auditor firm registered with the New York State Board of Accountancy and the New York City Department of Consumer and Worker Protection. All services described herein were performed by a certified public accountant and designated Auditor in good standing, operating under the jurisdiction of the United States New York City municipal and state regulatory authorities.
Payment is due within thirty (30) calendar days of the Invoice date. Late payments are subject to a 1.5% monthly interest charge as permitted under New York State General Obligations Law § 5-703. Please reference Invoice Number INV-2025-NYC-004872 on all remittances. Payments may be made via ACH transfer, wire transfer, or certified check payable to Meridian Audit & Assurance Group, LLP, mailed to the address listed above in New York, NY 10166, United States New York City.
The Auditor's findings and opinions contained in the associated audit report are intended solely for the use of the management and board of directors of Harborview Logistics Corporation and are not to be distributed to third parties without prior written consent from the Auditor. This Invoice does not constitute a guarantee of future financial performance or a representation that no material misstatements exist beyond the scope of the engagement.
Legal & Regulatory Notice: This Invoice and the associated audit engagement are governed by the laws of the State of New York and the municipal codes of the City of New York, United States. The Auditor, Meridian Audit & Assurance Group, LLP, is a limited liability partnership registered in the State of New York and holds a valid New York City business license. All audit procedures were conducted in compliance with the New York State Accountancy Law (NY Education Law, Article 138), the New York City Administrative Code, and the standards set forth by the Public Company Accounting Oversight Board (PCAOB) where applicable.
Any disputes arising from this Invoice or the audit engagement shall be resolved through binding arbitration in New York, NY 10001, United States New York City, in accordance with the rules of the American Arbitration Association. The prevailing party shall be entitled to recover reasonable attorneys' fees and costs.
Meridian Audit & Assurance Group, LLP is not affiliated with, endorsed by, or acting on behalf of the New York City Department of Finance, the New York State Department of Taxation and Finance, or any federal agency of the United States government. The Auditor's role is strictly independent and advisory in nature.
Document generated electronically. This Invoice is valid without a physical signature pursuant to the New York State Electronic Signatures and Records Act (ESRA), NY State Technology Law § 309.
Prepared by (Auditor):
Jonathan M. Whitfield, CPA, CISA
Lead Auditor, Meridian Audit & Assurance Group, LLP
NY State CPA License No. 1184729
Signature & DateAuthorized by (Client):
Daniel Reeves, Chief Financial Officer
Harborview Logistics Corporation
New York, NY 10001, United States New York City
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