Is Your CPA On Top of Your Situation?
Too many CPAs are barely more than number crunchers.
At David F. Bott, CPA/PFS, P.C., we focus on addressing the full financial needs of our clients, from birth until after death. That means planning for individuals, growing families, career and business development, education planning, investment and retirement planning, and estate and insurance planning. We address accounting, budgeting, planning, tax return preparation and investment advisory services.
Investment and financial planning services are offered by David F. Bott through his affiliation with HD Vest
Services for Individuals
Our service goes beyond preparing tax returns and encompases helping you managae your entire financial structure.
Our business services include income tax return planning and preparation; accounting and financial statement work and payroll management.
Put this robust software to work for you with QuickBooks setup, training and periodic reviews of your work.
Services for Farmers & Ranchers
Farmers and ranchers come to us for financial advice and tax return preparation. We have first-hand knowledge and hands-on experience.
Tax Problem Resolution
Vicki R. Bott, MBA, CPA helps our clients by focusing on resolving tax issues with the I.R.S. or state income tax authorities. We can intercede on your behalf:
- If you are behind in filing your annual returns,
- If you cannot afford to pay the taxes due,
- If you disagree with an I.R.S. assessment,
- If more time is needed pay the government,
- if you are an innocent or injured spouse of a previously filed return,
- if your wages are being garnished,
- if the IRS has notified you regarding a levy or lien on your property,
- if you want a fresh start with the I.R.S.,
- if penalties and interest might be fully or partially abated, or
- if you have received any notice from the I.R.S. that needs interpretation and explanation.There are many options that should be analyzed to settle your problems. We review your personal situation in detail (much more in-depth than reporting amounts on an income tax return). A few of the alternatives include:
- Installment agreements,
- Offers in Compromise,
- Currently Not Collectible,
- Innocent Spouse, or
- Injured Spouse
Call our phone number specifically set aside for responding to Tax Resolution issues at (405) 721-8558.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
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