Business Service Plans
Discover our tailored business service plans to support your financial success.
Table of Contents
Standard Plans and Prices
Pick the plan that's right for you
- 30-day Money-Back Guarantee
At DuPage Tax Solutions, we understand that every business has unique needs and challenges. Our standard packages are designed to provide clarity and flexibility, ensuring you receive the right level of service to support your financial goals. These packages make it easy for you to choose the services that best fit your business size and stage.
BRONZE
Ideal for startups and small businesses-
TAXES
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1 federal & 1 state return
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____________________
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ACCOUNTING annual
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Annual financial statements
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2 accounts, up to 50 transactions/month
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____________________
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ADVISING
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1 consulting session for tax planning & financial advice
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____________________
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SUPPORT
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Government correspondence
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Dedicated tax advisor, accountant, and tax preparer
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Unlimited access via email, text, or phone
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Silver
Designed for growing businesses-
TAXES
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1 federal & 1 state return
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____________________
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BOOKKEEPING monthly
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2 accounts, up to 100 transactions
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____________________
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ACCOUNTING
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Quarterly financial statements
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Asset management
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____________________
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FINANCIAL ANALYSIS
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Financial trend report - quarterly
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Analysis of financial performance - annual
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____________________
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ADVISING
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2 consulting sessions for tax planning & financial advice
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Tax projection
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Salary schedule
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____________________
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SUPPORT
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Government correspondence
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Dedicated tax advisor, accountant, and tax preparer
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Unlimited access via email, text, or phone
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Gold
Perfect for established businesses-
TAXES
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1 federal & 1 state return
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____________________
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BOOKKEEPING monthly
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2 accounts, up to 150 transactions
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____________________
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ACCOUNTING
-
Monthly financial statements
-
Asset management
-
____________________
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FINANCIAL ANALYSIS
-
Financial trend report - monthly
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Analysis of financial performance - quarterly
-
____________________
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ADVISING
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4 consulting sessions for tax planning & financial advice
-
Tax projection
-
Salary schedule
-
____________________
-
SUPPORT
-
Government correspondence
-
Dedicated tax advisor, accountant, and tax preparer
-
Unlimited access via email, text, or phone
-
Customize your business service plan!
You can easily customize our flexible packages to include additional state tax returns, bookkeeping transactions, or custom financial reports.
Additional State Return
If you require more than one state return, we will add a fee of $20 per month to the monthly retainer for each additional state.
Additional bank account
All packages include support for up to 2 bank accounts. For each additional bank account, we will add a fee of $25 per month to the monthly retainer. Please note that you must link all bank accounts to QuickBooks Online and grant DuPage Tax Solutions read access to them.
Additional transactions
Each package includes a specific number of transactions that applies to the total across all linked bank accounts. We assess the number of transactions quarterly. If your monthly transaction count exceeds the included limit, your monthly retainer will be adjusted. Adjustments are made at increments of 50 transactions, with an additional fee of $100 for each set of 50 transactions.
Custom Solutions
Need something more specific? We also offer customizable packages tailored to meet your unique business needs. Whether you require specialized services or additional support, we can create a plan that works for you.
Frequently asked questions
Can I see a sample of the financial trend report?
Yes, we’d be happy to provide a sample of our financial trend report! This report typically includes key metrics such as revenue growth, expense analysis, cash flow trends, and profitability ratios, along with visual graphs to illustrate the data clearly. To view a sample, please visit our “Resources” section on our website, or contact us directly, and we’ll send you a detailed example tailored to your industry. If you have specific aspects you’d like to see included in the report, let us know!
What if my service didn't start at the beginning of the year?
For new clients whose services didn’t start on January 1, the federal and state tax return fees will be prorated accordingly.
What if I need a service that isn't included in the package?
If you need a service that isn’t included in your chosen package, don’t worry! We offer a range of additional services tailored to meet diverse needs. Simply reach out to us, and we’ll be happy to discuss your specific requirements. We can either add the service to your existing package or create a custom solution that fits your needs perfectly. Your satisfaction is our priority!
How do I determine which package is right for me?
We recommend assessing your specific needs, such as your business size, the complexity of your finances, and the level of support you require. You can also schedule a free consultation with our team, and we’ll help you choose the package that best suits your needs.
Are there any hidden fees?
No, we believe in transparent pricing. The prices listed on our website include all standard fees associated with the selected package. Any additional services or specific requests will be discussed upfront.
What is your refund policy?
Our goal is to ensure you are completely satisfied with our services. If you are not satisfied with your package, please contact us within 30 days of service completion, and we’ll do our best to address your concerns or offer a refund where applicable.
How do I get started?
To get started, simply select the package that best suits your needs on our website and fill out the inquiry form. Our team will reach out to you shortly to finalize the details and answer any additional questions you may have.
Can I change my package after signing up?
Yes, you can change your package at any time. Just contact us to discuss your new needs, and we’ll assist you in making the necessary adjustments.
Do you offer virtual consultations?
Yes! We provide virtual consultations via video calls to accommodate clients who prefer remote meetings. Just let us know your preference when scheduling.
Ready to Get Started?
Contact us today! Simply fill out the form. Our team will reach out to you shortly to finalize the details and answer any additional questions you may have.
