Accountant Quote Template
An accountant quote commits to one fixed price for a defined scope: here $5,700.00 for year-end financial statements and federal and state returns for a small S corporation, plus a tax planning meeting, built from 8 lines. It is valid for 30 days and has a signature block. Edit it and download the PDF.
Pre-filled for an accountant: year-end financial statements and federal and state returns for a small s corporation, plus a tax planning meeting. Example prices: replace them with your own.
From
Granite Accounting Firm
305 Market Street
Georgetown, TX 78626
billing@example.com
(978) 555-0105
Quote
Quote for
Dana Whitfield
52 Aspen Way
Springfield, IL 62704
client@example.com
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Year-end adjusting entries and trial balance review | 6 hr | $150.00 | $900.00 |
| Compiled financial statementsBalance sheet, income statement and notes | 1 engagement | $1,800.00 | $1,800.00 |
| S corporation income tax return, Form 1120-SIncluding Schedules K-1 for two shareholders | 1 each | $1,600.00 | $1,600.00 |
| State business tax return | 1 each | $450.00 | $450.00 |
| Form 1099-NEC preparation for contractors | 5 form | $25.00 | $125.00 |
| Tax planning meetingOwner compensation and estimated payments | 2 hr | $200.00 | $400.00 |
| Ledger cleanup before the return could startUnreconciled loan and owner draw accounts | 4 hr | $95.00 | $380.00 |
| Secure client portal and e-file fee | 1 each | $45.00 | $45.00 |
- Subtotal
- $5,700.00
- Quote total
- $5,700.00
Notes
Fixed price for the scope listed. Many firms collect a retainer or an advance billing before tax-season work starts and apply it to the final invoice. Sign and return to accept.
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Accountant quote at a glance
| Fixed price | $5,700.00 before tax |
|---|---|
| Scope | Year-end financial statements and federal and state returns for a small S corporation, plus a tax planning meeting |
| Valid until | 30 days after the quote date |
| Payment | Due on receipt |
| Lines quoted | 8 |
What the $5,700.00 accountant quote covers
| Included | Quantity | Price |
|---|---|---|
| Year-end adjusting entries and trial balance review | 6 hr | $900.00 |
| Compiled financial statements (Balance sheet, income statement and notes) | 1 engagement | $1,800.00 |
| S corporation income tax return, Form 1120-S (Including Schedules K-1 for two shareholders) | 1 each | $1,600.00 |
| State business tax return | 1 each | $450.00 |
| Form 1099-NEC preparation for contractors | 5 form | $125.00 |
| Tax planning meeting (Owner compensation and estimated payments) | 2 hr | $400.00 |
| Ledger cleanup before the return could start (Unreconciled loan and owner draw accounts) | 4 hr | $380.00 |
| Secure client portal and e-file fee | 1 each | $45.00 |
| Quoted price | $5,700.00 |
Quoting accounting work at a fixed price
An accounting quote should list each statement, return and filing by tax year with its fixed fee, the client records expected and by when, and the hourly rate for work beyond that.
The quote turns 12 hours of labour into a fixed $1,680.00; if the job runs over, the accounting firm absorbs the extra time, so quote hours you are confident about.
The biggest single commitment is "Compiled financial statements" at $1,800.00 (32% of the price): name the exact model, grade or deliverable so there is no argument about what was promised.
What is fixed in this quote
- Services: Compiled financial statements, S corporation income tax return, Form 1120-S and State business tax return and 1 more, fixed at $3,975.00.
- Labour: Year-end adjusting entries and trial balance review, Tax planning meeting and Ledger cleanup before the return could start, fixed at $1,680.00.
- Fees: Secure client portal and e-file fee, fixed at $45.00.
- Anything outside "Year-end financial statements and federal and state returns for a small S corporation, plus a tax planning meeting" needs a new quote or a signed variation.
The acceptance block
A quote becomes an agreement when the customer accepts it; leave room at the bottom of quote QUO-5155 for:
- The accepted price, $5,700.00, and the quote number
- Customer name (Dana Whitfield in the sample), signature and date
- When payment is due: Due on receipt
- The last day the price holds (30 days after issue in this sample)
Accountant pricing tips
- List each return and form by its number and tax year, such as Form 1120-S for tax year 2025, so the fee can be matched line by line to the engagement letter.
- Bill work caused by late or incomplete client records, such as reconciling neglected loan accounts before the return can start, as its own hourly line instead of quietly raising the return fee.
- When one owner has several companies, send one invoice per entity rather than a combined bill, so each company records its own accounting fees in its own books.
- Invoice an extension and the later return separately and name both on the invoices, because owners who see two bills months apart often assume they were charged twice.
Quote or estimate for accounting work?
Accountants rarely need a separate estimate: the scope is usually clear enough to commit to a price such as $5,700.00 up front.
Frequently asked questions
How do I write an accountant quote?
List exactly what is included (8 lines for year-end financial statements and federal and state returns for a small s corporation, plus a tax planning meeting in the sample), give one fixed price ($5,700.00), the validity period and payment terms, and add a signature block for acceptance.
Is a accountant quote binding once accepted?
Generally yes: an accepted quote is a fixed-price offer for the scope it describes, so extra work needs a new quote or a signed variation. Local contract law decides the details.
Should a accountant quote ask for a deposit?
Many firms collect a retainer or an advance billing before tax-season work starts and apply it to the final invoice.