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

 
Acres of Diamonds Investments Surprises Extended Care: A Patchwork of Possibilities

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. 

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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

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

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Helpful Content

The Other Sure Thing

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

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

 

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

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.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is My Life Expectancy?

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

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Managing Your Lifestyle

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

Investment Strategies for Retirement

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

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

An Inside Look at Retirement Living

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

Principles of Preserving Wealth

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

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Interest Rates: How Low Can They Go?

The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Acres of Diamonds

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

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

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