Broker Check

9212 North Rockwell
Suite 115
Oklahoma City, OK 73132

1511 N. Shawnee
Shawnee, OK 74801

David Bott, CPA

(405) 721-8558

 
Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

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Here is a CPA and Personal Financial Planner in Oklahoma that is trusted.

We want to put your money to work for you.

We're not here to crunch your numbers


Like the majority of CPAs, we provide a wide range of services, some of which are highlighted on this page.  

But our goal is:

  • to guide you,
  • to enable you
  • to teach you,
  • to serve you, 
  • to help you manage your financial goals,
  • to assist you in building structured plans, and
  • help you feel secure and at ease in the control of your financial situation.


At David F. Bott, CPA/PFS, P.C., we focus on addressing the full financial needs of our clients.  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. 

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Business Services

Our business services include income tax return planning and preparation; accounting and financial statement work and payroll management.

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Tax Services

In addition to income tax return preparation, we provide proactive tax planning to allow our clients to take full advantage of the tax law.

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QuickBooks Services

Put this robust software to work for you with QuickBooks setup, training and periodic reviews of your work.

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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.

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Financial Advisory Services

Your personal assets are of paramount importance.  Through broker/dealer HD Vest, we can help you plan and meet your goals.

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Tax Problem Resolution

Vicki R. Bott, MBA, CPA and Certified IRS Representative 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.

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Helpful Content

Choosing a Business Structure

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A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Why You Need an Estate Strategy

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

 

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

A Reminder of Why It's Important to Take a Long-Term View

The recent market drop is an important reminder of why it's important to take a long-term view.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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