Business Service Plans.
Discover our tailored advisory plans to support your financial success.
Unlock your business’s potential with our flexible business advisory service plans designed for clients nationwide. Our Foundation, Growth, and Strategic Advisory plans support startups, growing companies, and established businesses at every stage. Each plan combines tax strategy, accounting oversight, and ongoing advisory support to help you streamline operations, improve profitability, and plan with confidence—whether you’re based in Naperville, IL or serving clients across the U.S.
Standard Plans and Prices
Pick the business service plan that's right for you
- 30-day Money-Back Guarantee
At DuPage Tax Solutions, our advisory-led business service plans are designed to grow with your business. Our Foundation Advisory, Growth Advisory, and Strategic Advisory plans combine proactive tax strategy, tax-ready bookkeeping, and ongoing financial guidance—so you can make smarter decisions year-round. Whether you’re a startup or an established business, our plans provide clarity, compliance, and long-term tax efficiency for clients nationwide.
Foundation Advisory
Ideal for startups and small businesses-
TAXES
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Federal & 1 state return
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ADVISING
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1 structured advisory session per year
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Year-round tax-related Q&A access
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Tax strategy implementation guidance
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Oversight guidance for client-prepared books
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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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Access via email, text, or phone
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Growth Advisory
Designed for growing businesses-
TAXES
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Federal & 1 state return
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BOOKKEEPING monthly (base volume)
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Additional accounts and transactions billed separately
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ACCOUNTING monthly
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Monthly financial statements
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Asset management
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ADVISING
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2 structured advisory sessions per year
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Tax projections
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Owner compensation planning
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Entity planning
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Ongoing transaction-level guidance
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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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Strategic Advisory
Perfect for established businesses-
TAXES
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Federal & 1 state return
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____________________
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BOOKKEEPING monthly (base volume)
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Additional accounts and transactions billed separately
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ACCOUNTING
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Monthly financial statements
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Asset management
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FINANCIAL INTELLIGENCE
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Financial trend analysis - monthly
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Performance & margin insights
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Proactive tax minimization strategy
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ADVISING
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4 strategic advisory sessions per year
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Tax projections
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Owner compensation planning
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Entity planning
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Ongoing transaction-level guidance
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____________________
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SUPPORT
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Priority access
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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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Note: Additional entities, payroll, and increased transaction volume are priced separately.
Customize your advisory service plan!
For a truly personalized experience, you can easily tailor our advisory service plans by adding state tax returns, increasing bookkeeping volume, or incorporating specialized financial reports. In this way, our custom service packages allow you to select only the services that match your business’s evolving needs. Whether your business is based locally in Naperville, IL or serving clients nationwide, we’re committed to providing the exact support required for your financial success.
Additional State Return
If your business requires more than one state return, we can add this service for an annual cost of $240, spread over 12 months at $20 per month. This option ensures seamless support across all your state tax obligations throughout the year. If you start the service later in the year, the cost will be prorated accordingly, or applied at the time of tax preparation.
Additional bank account
Our business accounting plans cover two bank accounts by default. However, if your business requires extra bank account tracking, we can add each additional account for $25/month. Additionally, please note that you must link all bank accounts to QuickBooks Online and grant DuPage Tax Solutions read access. With QuickBooks integration, our team ensures seamless support across all accounts.
Additional transactions
Every plan includes a specific transaction limit per month across all linked bank accounts – up to 50 transactions. If you exceed this limit, your monthly retainer adjusts by $100 per each set of 50 additional transactions. This structured approach provides transparency and keeps your financial management on track.
Custom Solutions
Need a tailored service package? While our flexible business service plans for clients nationwide meet most needs, we can customize a solution to address unique or complex requirements. Our goal is to provide you with the exact support necessary for your business’s ongoing success.
Frequently asked questions
Common questions about our business advisory service plans.
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!
If your business requires additional services not covered in your chosen package, we’re here to help. We offer a range of additional services to meet your needs, so reach out, and we’ll tailor a solution to fit perfectly.
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 business service package that best suits your needs.
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.
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.
Yes! We provide virtual consultations via video calls to accommodate clients who prefer remote meetings. Just let us know your preference when scheduling.
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Contact Info
Ph. (630) 909 9700
Email: DPTax@DP-Tax.com
Mail address:
1552 Illinois Rte 59 #1037
Naperville, IL 60564
Business Hours
Mon: 11 am – 7 pm
Tue: 11 am – 7 pm
Wed: 11 am – 7 pm
Thu: 11 am – 7 pm
Fri: 11 am – 7 pm
Sat: 12 pm – 5 pm
Sun: CLOSED
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