Cortney Cooperthwaite

Cortney Cooperthwaite is a Partner in the firm with over two decades of tax expertise, specializing in advising private dental practice owners. She provides strategic guidance on U.S. federal and state income tax planning, complex multi-state and multi-entity tax returns, and in-depth tax research.

Cortney has extensive experience in IRS and state tax issue resolution, helping clients navigate audits, disputes, and compliance challenges. She takes a proactive approach to tax planning, crafting tailored strategies that align with her clients’ financial goals while ensuring regulatory efficiency. Clients appreciate Cortney’s ability to simplify complex tax matters and provide clear, actionable guidance. Her deep understanding of their businesses and financial priorities allows her to develop customized tax strategies that help maximize benefits and support long-term success.

Before joining the firm, Cortney was a Tax Partner at HDA Accounting Group, a dental-specific CPA firm based in Denver, Colorado, specializing in tax, accounting, and financial advisory services for practice owners.