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 Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
It's important to understand the pros and cons when considering a prepaid debit card.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
There are common mistakes you can avoid when saving for retirement.
Regardless of how you approach retirement, there are some things about it that might surprise you.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
What does your home really cost?
A quick history of the Federal Reserve and overview of what it does.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Are Real Estate Investment Trusts right for your portfolio?
How will you weather the ups and downs of the business cycle?