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
Our business services include income tax return planning and preparation; accounting and financial statement work and payroll management.
In addition to income tax return preparation, we provide proactive tax planning to allow our clients to take full advantage of the tax law.
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 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.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
One way to find money is to examine your current spending habits and eliminate money wasters.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Your credit score may influence how much you pay for auto and home insurance.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator demonstrates the power of compound interest.
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here are five facts about Social Security that might surprise you.
There are three things to consider before dipping into retirement savings to pay for college.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
How do the markets usually react to elections? Was the 2016 election any different?