How to Invoice as a CPA / Accountant in New York, NY

Invoicing guide for cpa / accountants in New York: 4% NY sales tax, 2%/mo late-fee cap, plus NY licensing and contractor rules.

Combined sales tax
4%
Late fee cap
2%/mo
Net terms
30 days
Deposit
50%
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1. New York-specific tax handling

  • State sales tax: 4%. Local jurisdictions in New York may add their own rate — verify with your local tax assessor.
  • Late fees: NY statute NY Gen. Oblig. Law §5-501 caps interest on unpaid invoices at 2% per month.

2. Standard cpa / accountant line items

  • Tax return — individual — billed by flat.
  • Tax return — business — billed by flat.
  • Bookkeeping monthly — billed by flat.
  • Hourly advisory — billed by hour (~$235 default).

3. Payment terms that work in New York

Net 30 is standard for cpa / accountants. Most cpa / accountants in competitive markets like New York require a 50% deposit upfront before scheduling work. Accept card and ACH on the invoice itself — New York customers expect a one-click payment link in their inbox.

4. Licensing & disclosures

CPA license required for attest services and the CPA designation. EAs licensed federally to represent before IRS.

Metro
New York
State
NY
Net terms
30 days
Deposit
50%

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