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 Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The true cost of raising a child may be far more than you expect.
When considering life insurance, it's important to understand your options.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your capital gains tax.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
You’ve made investments your whole life. Work with us to help make the most of them.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A special needs trust helps care for a special needs child when you’re gone.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.