Quotation Estimate Accountant in United States Los Angeles –Free Word Template Download with AI
Professional Accountant Services — United States Los Angeles
Prepared By:
Westside Financial Accounting Group
1200 Wilshire Boulevard, Suite 450
Los Angeles, California 90017
United States
Phone: (213) 555-0187
Email: [email protected]
CA License No. 12345678
Prepared For:
Client Name: [Client Full Name]
Company: [Company Name]
Address: [Street Address]
Los Angeles, California [ZIP Code]
United States
Phone: [Client Phone]
Email: [Client Email]
This Quotation Estimate has been prepared by Westside Financial Accounting Group to provide a comprehensive and transparent pricing outline for professional Accountant services to be rendered to the above-named client within the United States Los Angeles metropolitan area. This document serves as a formal proposal detailing the scope of work, estimated fees, payment schedules, and all applicable terms governing the engagement. The client is advised to review this Quotation Estimate in its entirety before executing any agreement.
The following Accountant services are included in this Quotation Estimate. All work will be performed in compliance with the Generally Accepted Accounting Principles (GAAP), the Internal Revenue Service (IRS) regulations, and the California Board of Accountancy standards applicable to the United States Los Angeles jurisdiction.
| # | Service Description | Frequency | Estimated Hours | Rate (USD) | Amount (USD) | |
|---|---|---|---|---|---|---|
| 1 | Monthly bookkeeping and general ledger maintenance, including accounts payable and receivable reconciliation for the client's Los Angeles operations. | Monthly (12x) | 12 hrs/mo | $185.00 | $26,640.00 | |
| 2 | Preparation and filing of quarterly federal and California state tax returns (Form 1065, Schedule K-1, CA Form 100S) for the client's partnership entity registered in United States Los Angeles. | Quarterly (4x) | 20 hrs/qtr | $195.00 | $15,600.00 | |
| 3 | Annual financial statement preparation, including balance sheet, income statement, statement of cash flows, and notes to financial statements, reviewed by a senior Accountant. | Annual (1x) | 40 hrs | $210.00 | $8,400.00 | |
| 4 | Payroll processing and compliance for up to 25 employees, including W-2 and 1099 preparation, FICA withholding, and California state payroll tax filings. | Monthly (12x) | 8 hrs/mo | $175.00 | $16,800.00 | |
| 5 | Monthly financial reporting and variance analysis meetings with the client's management team, conducted at the client's office in United States Los Angeles or via secure video conference. | Monthly (12x) | 3 hrs/mo | $200.00 | $7,200.00 | |
| 6 | Tax planning and advisory sessions, including entity structure optimization, depreciation strategies, and R&D credit eligibility assessment under current IRS and California tax codes. | Quarterly (4x) | 5 hrs/qtr | $225.00 | $4,500.00 | |
| 7 | Internal controls review and annual audit-readiness assessment to ensure the client's financial records meet the standards expected by United States Los Angeles regulatory bodies. | Annual (1x) | 25 hrs | $210.00 | $5,250.00 | |
| 8 | Ad-hoc consulting and urgent Accountant support (up to 10 hours per year) for matters not covered in the above scope, including vendor disputes, bank reconciliation anomalies, or regulatory inquiries. | As needed | 10 hrs/yr | $225.00 | $2,250.00 | |
| TOTAL ESTIMATED ANNUAL FEE | $86,640.00 | |||||
The following costs are not included in the base Quotation Estimate and will be billed at cost or at a marked-up rate as specified:
- Third-party filing fees charged by the IRS, California Franchise Tax Board, or the Los Angeles County Clerk: billed at actual cost.
- Travel expenses for on-site visits beyond the client's primary Los Angeles office location: $0.75 per mile plus applicable parking and tolls.
- Software and platform licensing (e.g., QuickBooks Enterprise, TaxAct, payroll processing systems): $1,200.00 per year, billed separately.
- Expedited or after-hours work requested by the client: billed at 1.5x the applicable Accountant hourly rate.
Payment for the services outlined in this Quotation Estimate shall be made on a monthly basis. The client agrees to remit payment within fifteen (15) calendar days of the invoice date. Invoices will be issued on the first business day of each month for the preceding month's services. A late payment surcharge of 1.5% per month will apply to any outstanding balance exceeding the payment window. The client may prepay the full annual amount of $86,640.00 and receive a 5% discount, reducing the total to $82,308.00.
- This Quotation Estimate is valid for thirty (30) days from the date of issue. After the expiration date, fees and availability are subject to revision.
- Westside Financial Accounting Group reserves the right to decline or terminate the engagement if the client fails to provide timely and complete financial documentation required by the assigned Accountant.
- All work product, including financial statements, tax returns, and advisory reports, shall remain the intellectual property of the client upon full payment of all fees.
- The Accountant and the firm shall maintain strict confidentiality of all client information in accordance with the California Confidentiality of Medical Information Act and applicable IRS Circular 230 regulations.
- This engagement does not constitute an audit or an attestation engagement. The Accountant will perform compilation and review services only, unless a separate engagement letter is executed.
- Any disputes arising from this Quotation Estimate or the subsequent engagement shall be resolved through mediation in Los Angeles County, United States, before resorting to litigation.
- The firm carries professional liability insurance of $2,000,000 per occurrence and $5,000,000 aggregate, maintained with a carrier licensed in the State of California.
- Force majeure events, including but not limited to natural disasters affecting the Los Angeles area, government shutdowns, or pandemics, shall excuse timely performance without penalty to either party.
By signing below, the client acknowledges receipt of this Quotation Estimate, confirms understanding of the scope of Accountant services described herein, and authorizes Westside Financial Accounting Group to commence work in the United States Los Angeles area upon execution of the formal engagement letter.
For Westside Financial Accounting Group:
Michael R. Thompson, CPALead Accountant & Managing Partner
Date: ______________________
For the Client:
[Client Authorized Signatory Name]Title: ______________________
Date: ______________________ ⬇️ Download as DOCX Edit online as DOCX
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