Download Our Tax Reform Ebook!
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
Are you running your business?
Or, is your business running you?
We provide complete services as your Chief Financial Officer.
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
We provide full-service Chief Financial Officer positioning for medium sized businesses.
In addition to income tax return preparation, we provide proactive tax planning to allow our clients to take full advantage of the tax law.
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.
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.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Technology tips to make your next trip even better.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Four vacation destinations you might never have thought of.
The latest trends in travel reflect a rich menu of exciting new possibilities.
When you’re married and have children, insurance needs will be different.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
It’s never a bad time to speak with your financial advisor about changes in your situation.
You’ve made investments your whole life. Work with us to help make the most of them.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Making the most of surprises is a great reason to work with us.
Women must be ready to spend, on average, more years in retirement than men.