Small Business Accounting Services

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All Your Accounting Needs in One Monthly Subscription

Casey Moss Tax is your one-stop-shop for all of your bookkeeping, accounting, and tax needs. We are a full-service accounting firm that takes your financial data and organizes it in a way that allows you to make intelligent business decisions.

Monthly financial statements and insights are critical for business owners, and the data you rely on is only as good as the data inputted into your accounting system. Let our experts handle the number crunching so that you can take a step back and look at the big picture.

Bookkeeping

We categorize all of your transactions, prepare financial statements, and give you the financial insights that you need to run your business.

Learn more about our bookkeeping offering

Payroll Processing

Our team will process direct deposits, pay your payroll taxes, and file all of your payroll taxes on time to ensure you are in compliance with all federal and state deadlines.

Learn more about our payroll processing services

Tax Preparation

Take the stress out of business tax preparation. Let our team of experienced professionals manage all of your tax obligations.

Learn more about our tax prep

Quickbooks Online Setup

Get set up properly with our streamlined onboarding process. We will design your chart of accounts, provide tutorials to use the features you need, and monitor your progress to ensure accuracy.

Learn more about how we can help set up QuickBooks Online

Why Trust Casey Moss Tax & Accounting?

Choosing an accounting firm to partner with is a big decision, and building trust is essential. Here at Casey Moss Tax, the client always comes first. We are here for the big decisions AND the small ones, and we love to be your resource for all things tax and accounting. Here are some of the reasons our clients love working with us.

Responsiveness – We just can’t stop working. If you’re tired of waiting two weeks for your accountant to get back to you, you’ve come to the right place.

Reliability – We do not miss deadlines. We stay on top of your books and taxes to make sure everything is filed with some time to spare.
Efficiency – We work fast and we work accurately. We know that yesterday’s numbers meant more to you yesterday than they do today. This is why we are constantly updating your books so that you can make informed decisions when you need to.

Casey Moss Tax and Accounting, LLC

5.0

Based on 100 reviews

review us on

David Kieta

16:25 31 Mar 25

Casey and his team are a pleasure to work with. The 2024 tax year was worry free for me. I enjoyed the constant communication and the easy to use document upload system. I would recommend his accounting firm to any business owner large or small.

Adam Connors

22:54 19 Mar 25

My accountant of many years retired without much notice. As many of you can imagine that is extremely stressful. I was stressing over finding someone who would be professional and creative to handle my taxes. After several days of research I decided to give Casey a try. I an SO glad I did! He handled all of my odd income issues like a champ and made several suggestions on how to save on next year's taxes. His communication was amazing. I am very happy. I highly recommend Casey if you need someone to prepare your annual tax return.

Hollie

18:31 05 Mar 25

Casey has been incredibly helpful I am so glad I was referred to him! As a new business owner knowing nothing, he has made everything so user friendly, clear, and easy to understand. He is always available to answer any questions and is incredibly personable. I cannot recommend him and his team enough!!

Christopher Groenendyk

15:11 28 Feb 25

Wow! Casey and his team are incredible! My wife and I have been struggling to find a competent accounting firm to handle her small business for the last few years. Our initial consultation with Casey was evident that he was extremely knowledgable of everything related to small business tax filings. His subscription service is unique and amazing to take the stress away as things are deducted throughout the year instead of all at once during tax season. We are excited that we found an expert in the field and will be continuing to use Casey Moss Tax and Accounting, LLC moving forward! Highly Recommend!

Erika Bent

21:42 20 Feb 25

Casey has been a great accountant to work with in my therapy group practice. He's organized, timely, and very professional. I feel like he has me and my business' best interest in mind. He gives very clear instructions and always takes the time to explain things to me when needed. I highly recommend Casey!

Agnes Iraci

03:49 14 Feb 25

Casey has provided excellent service, great communication, and prompt responses. His knowledge goes way beyond to any other tax professionals I have ever worked with. He listens to your concerns and explains things patiently. His portal is user friendly and allows you to leave messages in regard to tasks that need to be completed. His newsletters/bonus emails about current tax practices or just general guidelines are a plus that I find very helpful and educational. I would highly recommend working with Casey!

Lew W

18:31 12 Feb 25

After our longtime Accountant & Tax Preparer retired; My wife and I were looking for a new tax professional. We went through countless reviews, and even interviewed a few regarding a somewhat unique tax situation we might have faced. Casey Moss was the ONLY professional who gave us thorough advice, and broke it down in an easy to understand manner. Casey handles most all of his business online via his website/portal, which is fine with me since most all of us, nowadays, can get our files and forms delivered and sent electronically.

Casey provides video reviews of any services he provides which my wife and I have found insanely helpful. I recommend Casey Moss for your tax and accounting needs with the utmost conviction and confidence.

Margaret 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!

Susan

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 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 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 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 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 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 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!

Life Health Strength Physical Therapy

14:56 28 Apr 22

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 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!

Get a Free Consultation Today!

Whether you are in the Naperville area or anywhere else in the United States, we want to help you! No matter what your situation, Casey Moss Tax is happy to provide a free consultation to see how we can help you.

Frequently Asked Questions

How long does the onboarding process take?

Typically about two weeks depending on how much clean-up work is necessary. We will work diligently to get you up and running as fast as possible.

What do the monthly financial statements look like?

Each month, we provide a management report that contains an income statement, balance sheet, and a statement of cash flows. We also provide financial insights, which include completely customizable reports and ratios that are relevant to your business. These include easy-to-read charts and graphs of your historical financial data.

Do I have to sign a long-term contract to get started?

Nope! We do not lock you into any long-term contracts, and you are free to cancel at any time.