About Us
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Our Firm
HDA Accounting Group is a dental-specific CPA firm located in Denver, Colorado. We work closely with over 400 dental practice owners from coast-to-coast in 45 states. We make sure our dentists have accurate and up-to-date financial information each month, we advise our clients regarding the ROI they are realizing from their practice in the form of adequate profit, and we help our doctors keep more of the money they make with quarterly tax planning specific for practice owners.
Our professional staff consists of Certified Public Accountants, Enrolled Agents, staff accountants and client service specialists. Every staff member at HDA Accounting Group is highly-trained in their specific field and held to high standard for client responsiveness. Although HDA Accounting Group is a national CPA firm, we were founded as a family business and stay true to our roots with our 3 partners and professional staff working hard each day to support our practice owners.
Our Clients
Our clients are dentists who own dental practices and dentists planning on opening a dental practice. We work with doctors in any location including startups all the way up to large multi-location practices. The majority of our dental practices have one-to-four owners and gross between $800K and $4.0M annually. We do not work with corporate dentistry and limit our services to privately-owned and operated practices.
Key Advisors
Morgan is a graduate of the University of Arizona school of business. Following graduation, he was commissioned as an officer in the United States Navy and served for over ten years as a Naval Aviator flying carrier-based F/A-18 Hornets. During that time he deployed to Persian Gulf and flew combat missions over Iraq in support of Operation Southern Watch. He also served as a flight instructor and landing signal officer for newly winged Naval Aviators transitioning to the Hornet, training pilots to in air-to-air combat and landing on aircraft carriers.
After leaving the Navy, Morgan obtained a master's degree in Accounting with a concentration in taxation from Metropolitan State University of Denver. He is a Certified Public Accountant (CPA) and currently serves as the President of HDA Accounting Group leading a large staff of professional accountants and administrators delivering a variety of financial accounting and tax services. Morgan regularly conducts business consulting for over 400 dentists in 45 states helping them analyze financial statements and identifying strategies for profit improvement.
Listen to Morgan explain how dental practices can maximize their profit:
Cortney serves as HDA Accounting Group's tax partner and leads the firm's team of experienced tax advisors, tax accountants and administrative professionals. She has over 12 years of hands-on tax experience and has focused exclusively on private dental practice owners since 2012. She has extensive knowledge regarding U.S. federal and state income tax planning, tax research, and complex multi-state and multi-entity tax returns. She also has particularly strong experience regarding IRS and state problem resolution and multifaceted tax planning strategies.
In addition to her detailed tax work, Cortney also serves as a trusted tax advisor whom our clients have grown to know and depend on. Her personal relationships with our clients and knowledge of their unique tax situations helps contribute to advantageous tax planning outcomes that our clients understand and enjoy.
Lauren is a graduate of the University of Southern Maine where she received an undergraduate degree in Accounting and Finance and a Masters in Business Administration (MBA). Since graduating, she attained the Certified Public Accountant (CPA) designation and has spent her career in the accounting profession. She has an extensive background in audit and private accounting. This combination allows her to provide financial statement analysis and strategic advice to small business owners, which she enjoys and is passionate about.
In addition to her work as Quality Assurance Manager, Lauren is available for client Practice Profitability Consultations and discussions regarding financial statements and effective practice internal control measures.
Ken serves as the firm chairman and is responsible for developing our creative and technical tax strategies for dental practices as well as consulting on tax related matters. He is a graduate of the University of Denver and began his career at Price Waterhouse where he spent 6 years working with a large variety of clients and assignments. Leaving Price Waterhouse, he joined a multi-office regional accounting firm where he served as their managing partner for a number of years. During this tenure he oversaw a period of rapid growth, negotiating a number of accounting practice purchases and sales on behalf of the firm. In a lifestyle change, Ken moved to Scottsdale, AZ and started a new accounting firm working with business clients, assisting them with merger and acquisition assistance, business planning and tax matters. In 1998, Ken returned to Colorado where he continues to practice and consult with business owners, helping them achieve their goals and realize the financial success which they work so hard for.
