Broker Check

9212 North Rockwell
Suite 115
Oklahoma City, OK 73132

105 North Union
Suite 100
Shawnee, OK 74801

David Bott, CPA

(405) 721-8558

 
Is Tax Reform on the Agenda? It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

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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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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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This questionnaire will help determine your tolerance for investment risk.

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Estimate how much you have the potential to earn during your working years.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

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

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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