If you are considering our services, please select this option and we will schedule an appointment to discuss our accounting services and how they would integrate with your current or future dental practice.

Our team will help you establish guest, read-only access that our firm may use to provide our accounting services. We will assist with setting up the access, explaining our security protocols, and connecting your bank and credit card accounts with QuickBooks.

Discuss whether the Pass Through Entity (PTE) tax is appropriate for your state tax situation.

If you are a client of HDA Accounting Group and have a quick question that you would like to discuss rather than correspond via email, you may set a time here.

If you anticipate needing more than 10 minutes to visit with our team, please select an applicable meeting type below so that we have more time together.

During this meeting, we will discuss your most recent Practice Profitability Analysis and provide feedback on your practice trends and what can be done to improve profitability and income.

Please use this appointment if you are currently a client and have questions regarding business planning topics such as:

Starting or acquiring an additional practice
Adding an associate dentist to your practice
Adding a partner to your practice
Considering large capital purchases or paying off debt
Other strategic business planning items

If your questions are primarily related to your tax return or quarterly tax payments, please schedule a Tax Meeting.

Please use this appointment if you have questions regarding your tax planning, to review your tax return, or other questions specifically related to your tax situation.

Review your first financial statements prepared by our firm and discuss how our service integrates with your practice moving forward.

This is a collaborative meeting where we discuss the results of our initial tax review, ask questions regarding your personal tax situation, and explain our detailed tax savings strategies and quarterly tax planning process.