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.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
What to Do When You Lose Your Wallet
There are things you can do to keep yourself safe when you lose your wallet.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Simple steps may help you foil hackers and protect your privacy.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
A look inside the U.S. government's statistics on household net worth.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Do you have causes that you want to support with donations? Here are three tips.
Investors seeking world investments can choose between global and international funds. What's the difference?
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Agent Jane Bond is on the case, covering how bond laddering works.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.