Business Service Plans

Discover our tailored service plans to support your financial success. 

Unlock your business’s potential with our flexible business service plans for clients nationwide. Specifically, these tailored service plans are designed for both startups and established enterprises. Our flexible solutions empower you to streamline operations and enhance productivity. Moreover, explore our business accounting plans and discover custom service packages that provide the perfect support. Ultimately, we help you thrive in today’s competitive landscape!

Flexible Business Service Plans for Clients Nationwide provide business accounting plans and custom service packages
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Standard Plans and Prices

Pick the plan that's right for you

At DuPage Tax Solutions, we understand that every business has unique needs and challenges. Therefore, our flexible business service plans for clients nationwide are designed to provide clarity and flexibility. We ensure you receive the right level of service to support your financial goals. Additionally, these plans make it easy for you to choose the services that best fit your business size and stage, allowing you to adapt as you grow.

BRONZE

Ideal for startups and small businesses
Save 50% for 2 months
$300
$ 150
Monthly
  • TAXES
  • 1 federal & 1 state return
  • ____________________
  • ACCOUNTING annual
  • Annual financial statements
  • 2 accounts, up to 50 transactions/month
  • ____________________
  • ADVISING
  • 1 consulting session for tax planning & financial advice
  • ____________________
  • SUPPORT
  • Government correspondence
  • Dedicated tax advisor, accountant, and tax preparer
  • Unlimited access via email, text, or phone
  •  

Silver

Designed for growing businesses
Save 50% for 2 months
$600
$ 300
Monthly
  • TAXES
  • 1 federal & 1 state return
  • ____________________
  • BOOKKEEPING monthly
  • 2 accounts, up to 100 transactions
  • ____________________
  • ACCOUNTING
  • Quarterly financial statements
  • Asset management
  • ____________________
  • FINANCIAL ANALYSIS
  • Financial trend report - quarterly
  • Analysis of financial performance - annual
  • ____________________
  • ADVISING
  • 2 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
  •  

Gold

Perfect for established businesses
Save 50% for 2 months
$900
$ 450
Monthly
  • TAXES
  • 1 federal & 1 state return
  • ____________________
  • BOOKKEEPING monthly
  • 2 accounts, up to 150 transactions
  • ____________________
  • ACCOUNTING
  • Monthly financial statements
  • Asset management
  • ____________________
  • FINANCIAL ANALYSIS
  • Financial trend report - monthly
  • Analysis of financial performance - quarterly
  • ____________________
  • ADVISING
  • 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 business service plans for clients nationwide to include additional state tax returns, bookkeeping transactions, or custom financial reports. Specifically, our adaptable business accounting plans ensure that you receive the exact services your business requires. Whether you need support for specific tax obligations or detailed financial insights, we are here to help. Moreover, our custom service packages allow you to adjust your offerings as your business evolves. As a result, you will always have the right level of support to meet your financial goals.

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, provided the service starts at the beginning of the year. Consequently, this amounts to an annual cost of $240. However, if the service begins later in the year, the fee will be prorated or charged at the time of tax preparation. This ensures that you only pay for the services you need, tailored to your timeline.

Additional bank account

All our business accounting and bookkeeping plans include support for up to two bank accounts. However, for each additional bank account, we charge a fee of $25 per month to the monthly retainer. Additionally, please note that you must link all bank accounts to QuickBooks Online and grant DuPage Tax Solutions read access. This step ensures seamless integration and support, allowing us to provide the best possible service for your financial needs.

Additional transactions

Each business accounting and bookkeeping plan includes a specific number of transactions that applies to the total across all linked bank accounts. Additionally, we assess the number of transactions quarterly to ensure accuracy. If your monthly transaction count exceeds the included limit, your monthly retainer will be adjusted accordingly. Specifically, adjustments are made in increments of 50 transactions, with an additional fee of $100 for each set of 50 transactions. This approach helps maintain transparency and ensures you receive the necessary support for your financial activities.

Custom Solutions

Need something more specific? While our flexible business service plans can meet the needs of most clients nationwide, we also offer customizable packages tailored to meet your unique business requirements. Whether you need specialized services or additional support, we can create a plan that works for you. Our goal is to ensure that you receive the exact support necessary for your business’s success.

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. More information about the report is available on our website or contact us directly, and we’ll send you a detailed example. 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 standard plan?

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 plan 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 contact us. Our team will discuss the details and answer any additional questions you may have.

Can I change my plan 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 Take Control of Your Finances?

Contact us today for personalized tax, accounting, and advisory services tailored to your needs. Let’s work together to achieve your financial goals!