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

 
Investments Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust

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 Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

What to Do When You Lose Your Wallet

What to Do When You Lose Your Wallet

There are things you can do to keep yourself safe when you lose your wallet.

 

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

To Catch a Thief

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

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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.

Long-Term-Care Needs

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Principles of Preserving Wealth

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

5 Smart Investing Principles

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

Tax Management Strategies

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

Managing Your Lifestyle

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

Retirement Plan Distributions

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Sit, Stay, Rollover: A Guide to IRA Rollovers

If you have a 401(k) with a former employer, you may want to consider an IRA rollover.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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