Dental Accounting and Tax Services

New Jersey Dental CPAs that Understand Your Business

Professional Tax Services for the Dental Industry

At LLI, we understand that managing your income tax is a crucial element of managing your practice’s overall cash flow. We specialize in working with dentists to minimize their overall tax burdens wherever possible. Our unique qualifications enable us to help you manage your cash flow and reduce income taxes through our proactive approach to tax and financial planning that helps you keep more of your hard-earned practice dollars. We begin tax planning early in the year and keep in close contact with you throughout the year, employing a strategy that focuses on reducing employment/self-employment taxes, identifying as many tax deductions as possible, and sheltering as much income as possible. Our expertise and knowledge will save you significant tax dollars and help you grow your business.

Our accounting and tax services include:

  • Bookkeeping and CFO services
  • Business and individual tax planning and preparation
  • Corporate accounting services
  • Industry-specific financial statement preparation
Professional Guidance by Dental CPAs

Professional Guidance

Our clients rest assured that they can count on LLI’s expert team to guide them in the day-to-day operations of their dental practices. As a client of LLI, you’ll benefit from a host of essential accounting and tax services that we’ll perform for you throughout the year, including:

  • Electronic download of all business transactions into Quickbooks
  • Review of all business transactions for accuracy
  • Analysis of your general ledger for accuracy and completeness of your transactions.
  • Reconciliation of your bank, credit card, and loan accounts each month.
  • Maintenance of your fixed asset accounts for tax planning purposes.
  • Recording journal entries for your correct loan amortization and interest expenses.
  • Recording journal entries to segregate payroll expenses and compare costs by job category.
  • Preparation, review and delivery of your financial statements.
  • Keeping you informed of your practice’s financial performance by meeting with you to explain our analysis of your financial statements, industry benchmarks, and tax planning strategies.
Specialized Project Planning and Compliance Services for Dental Offices

Project Planning and Compliance Services

LLI also offers specialized project planning and compliance services that enable you to leverage our team’s subject-matter expertise without incurring the expense of a full- or part-time equivalent.

Our specialized project planning and compliance services include:

  • IRS and state audit representation
  • Litigation support
  • Merger and acquisitions support
  • Payroll services
  • Pension plan evaluation and selection


Improve Your Practice’s Financial Performance

Financial Statement Analysis and Benchmarking

When you need to make decisions for your dental practice, you can depend on LLI’s experts to help you make proactive decisions that support the health of your business and help you reach your financial goals. Having a solid understanding of your dental practice’s current performance is an essential part of planning for its future. The dental accounting experts at LLI give you an accurate picture of your dental practice by examining all of your practice’s financial statements, aggregating the information, and presenting it to you in the context of industry performance benchmarks. Several industry benchmarks provide key indicators as to how your practice is performing. We measure these benchmarks as a percentage of total collections and use them to analyze the profitability of your practice. This is difficult for an untrained accountant to do and is the primary reason we provide this service.

Why Do Dentists Trust LLI Advisory Group for Accounting and Tax Services?

  • Advisory Expertise

    Our team leverages its understanding of the financials specific to the dental industry to provide dentists with tools to manage their practices more efficiently. Our highly experienced Dental CPAs provide a full spectrum of accounting advisory services to dental practices like yours.

  • Experienced Dental Accountants

    Years of immersion in the dental industry have given our tenured staff of dental CPAs specialized industry knowledge.

  • Proactive

    LLI Advisory Group will proactively recommend changes to streamline your practice operations, improve your profitability, or reduce your tax burden.

  • Professional Network

    Working with LLI enables you to leverage our network of dental industry professionals, providing you with access to an array of coordinated support services.

  • Team Approach

    We provide you with coordinated coverage by assigning an LLI partner, relationship manager, and staff member to your account.

  • Personal Attention

    One of the LLI partners will personally review your dental practice’s financial statements, perform a practice profitability analysis, explain their findings, and make recommendations to help your practice thrive.

  • Accessibility

    We return all phone calls and emails within 24 hours so you can get answers to your questions.

  • Progressive

    Since we opened in 2004, LLI Advisory Group has engaged in paperless communications and the use of technology to perform timely and secure conversation and data exchange with our clients.

Exceeding the Expectations of Dentists

Dentists Love Our Accounting Advisory Services

Our clients know that they can depend on us in their day-to-day operations. Satisfied clients drive our firm, which is a testament to our unparalleled service and attention to detail.

More Professional, More Profitable!

Since working with LLI advisory group, I have a better annual business plan for my practice. I have been able to become more profitable with suggestions from the accountants. It was a much needed transition from my previous accountant. They are very organized and are readily available to answer any questions I have. I highly recommend them.

– Colleen Catera, Dental Practice Owner

Start Achieving Sustainability & Growth and Unlock the Potential of Your Practice

Let’s Talk!

Whether you own a dental practice or are just getting started in the field, it’s never too late to start making the critical decisions for your practice that pave the way to reaching your financial goals.

Leverage our Dental CPAs’ experience in dental practice financials, dental office operations, and industry benchmarks by putting our team’s decades of dental accounting advisory experience to work for you! Call or email us today to schedule a consultation with Jerry or Dom to discuss how LLI Advisory Group can help your practice thrive.