Accounting and Bookkeeping Services for Dentists

Why Is Dental Accounting Important?

Keeping current and accurate financial statements should be a top priority for dental practices. Having concise financial data allows dental professionals to make critical business decisions at a moment’s notice. At Casey Moss Tax, we provide a tailored experience to dentists and oral healthcare practices, helping you minimize your tax obligations and improve your bottom line every year.

While we service many industries, dental accounting is one that requires more experience and industry knowledge than many others. Which medical supplies should be depreciated and which ones should be expensed? When should we recognize income from insurance providers? Should we outsource our medical billing? Questions like these require expert advice.

Accounting for dentists
Margaret BurkeMargaret Burke
01:20 07 Sep 22
I used to do my taxes myself using a software. In the last couple of years, however, my taxes became more complex due to a health crisis. Casey was recommended as a tax accountant that could help, and he did...a lot. He has handled my taxes and helped me with recommendations to avoid and/or prepare for negative financial consequences. He is efficient and thorough and his customer service skills are great. Hoping that my taxes become more simple, however, I will continue to utilize his services as it makes that time of the year much easier to take. Thanks for all of the help Casey!
00:38 17 Aug 22
We have been using Casey for our business accounting and taxes, as well as our personal taxes, for over two years. He is one of those rare tax accountants who has all the knowledge but can still speak to his clients in layman's terms. We find Casey to be collaborative, proactive, trustworthy, and easy to work with. Highly recommend! Did I mention reasonably priced?
Dilek McCombsDilek McCombs
18:25 11 Aug 22
I highly recommend Casey for personal / business tax and accounting services. He is a skilled professional who goes above and beyond to provide excellent customer service and timely feedback as well. I appreciate his thorough and efficient work that is customized for specific client needs.
Dana WoodDana Wood
19:16 09 Aug 22
Casey is an extremely competent accountant. Efficient, affordable and thorough. He is a pleasure to work with and I would highly recommend his services.
Matthew SlavikMatthew Slavik
18:18 09 Aug 22
I have been using Casey as my accountant for my painting business for the last year and I can’t tell you how great he is with his services. Always quick to respond if I have any questions and gives me my monthly financial statements so I can see where my business is heading. Definitely deserves the 5 stars. Highly recommend.
James SakoJames Sako
18:06 09 Aug 22
You can tell Casey cares about his clients, you are not just another number in his book of business. The quality/service provided makes the price he charges a no-brainer. Not to mention the cooler in his office is always stocked. I hope Casey does this for a long time because I don't plan on ever finding a new CPA/Tax Expert.
Jennifer SlownJennifer Slown
17:43 09 Aug 22
We selected Casey to be our tax expert and manage our bookkeeping this past year and couldn't be more thrilled with his services. He always makes time for our questions and give us peace of mind with his expert tax knowledge. Highly recommend him for all your business and personal tax needs!
Astraea CleaningAstraea Cleaning
17:50 05 Aug 22
I found Casey Moss doing a google search. I was late filing taxes past the deadline without an extension because my previous accountant dropped the ball on me and didn’t take care of my business taxes. Anxious that I needed to take care of my taxes because have never been late, luckily Casey was there to handle my situation and put me at ease. He was professional, responsive, attentive to details and quick on processing my taxes. Casey is very knowledgeable and gave me great advice about my taxes and what is the best way to file taxes for my business. An experience that was informing, educating and professional all the way. Casey is reliable and you can trust him to take care of your individual or business taxes without missing a beat. Based on that I will be filing taxes with Casey Moss moving forward. I referred my parents to him and would refer anyone else to him. Thank you Casey!
Casey is the best accountant I've worked with to date. He's responsive, patient, and efficient. He does my bookkeeping and has saved me more time (and taken away a lot of stress). He is worth every penny. I find myself trying to "do better" so that I can stay in line with his standards of excellence. THANK YOU, CASEY!
Jordyn BeckJordyn Beck
04:51 01 Mar 22
Casey was incredibly professional and knowledgeable when doing my personal tax return. Got my return in about 10 days and it couldn't have been an easier process. Very reasonable pricing for what is offered and I would recommend his services to anyone needing help with their taxes!

Common Accounting Tasks for Dental Practices

  • Cash vs. accrual: Determining which accounting method is best for your practice and which is the most tax efficient.
  • Income recognition: Analyzing your billing procedures and determining when patient pay and insurance pay receipts should be recognized on your financial statements.
  • Equipment purchases: Figuring which equipment should be depreciated and which equipment can be expensed in the year it is purchased.
  • 1099 preparation: Tracking your payments to 1099 contractors and other professionals in order to accurately prepare and deliver 1099 forms at year-end.

Accurate Dental Bookkeeping Services

At Casey Moss Tax, we provide massive value to dental practices. Many dentists hire internal accountants or bookkeepers to take care of their bookkeeping needs. However, by outsourcing these services, dental practices can cut the costs of healthcare, payroll taxes, and many other personnel costs that go along with hiring internally. We have efficient processes that are ready to implement for your practice, cutting down the time and cost of hiring someone from scratch.

Aside from that, we provide tremendous value with our industry knowledge. Stop spending time researching how to depreciate your equipment, how to keep record of your income, and what receipts you need to keep. Let us guide you through your requirements so you can focus on running your business.

Let's Work Together!

Additional Accounting Services For Dentists

Accurate accounting is just one piece of the puzzle. Let our firm take the wheel and guide you through tax preparation and tax planning for your practice as well, helping you mitigate your tax liability and focus on running your business.

business tax prepartion

 Whether you’re an S-corporation, partnership, C-corporation, or a sole-proprietorship, Casey Moss Tax has you covered. Let us keep you up-to-date on tax law changes that are specific to dental health professionals, making sure you never overpay again.

personal tax preparation

We don’t just stop at business tax and accounting. In order to plan efficiently, it’s critical for your accountant to review and understand your entire financial picture. This includes your personal tax situation. For most small businesses, your business income directly ties into your personal tax return. Understanding flow-through income and planning for your personal tax obligations is critical for healthcare professionals.

payroll processing

Do you find yourself spending too much time worrying about payroll tax obligations and making sure your team gets paid on time? At Casey Moss Tax, we provide full-service payroll processing, including direct deposit and automatic payment of payroll tax liabilities. The less time you spend crunching payroll data, the more money you can earn doing what you do best.

tax planning

Understanding tax laws specific to healthcare professionals can make a significant difference for your tax liabilities. For example, maximizing your Qualified Business Income Deduction (QBI) is critical since most dentists are considered specified service businesses. Let us provide you with an array of options to plan properly and save money in taxes each year.

Get Back to What Matters Most with Casey Moss Tax and Accounting!

We understand that dentists and oral healthcare professionals are incredibly busy. It’s difficult enough managing  employees, servicing patients, and dealing with insurance companies, all while trying to keep an eye on your finances and tax obligations. Every hour spent on these tasks is an hour that could instead be spent taking care of patients and earning more money. Do what you do best, and we’ll do what we do best:


  • Technology utilization and accounting process innovation
  • Clear, regular communication and availability to answer your questions
  • Strategic tax planning and consulting BEFORE the end of the year
  • Experience with a wide variety of healthcare professionals
  • Communication of tax law changes that directly impact your business

Are You A Dentist Near Naperville, Illinois?

We want to work with you! Let our team guide you through our process so that you can focus on what you do best. Book your consultation today, or call Casey Moss at 815-953-6840.


Not a Naperville dentist? No problem! All of our services are also offered virtually. You can book your virtual consultation using the link above today!