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

 

Products and Services

We provide assistance in the following areas:

 

Tax Return Preparation

  • Individuals
  • Partnerships
  • Subchapter S
  • C Corporations
  • Trusts and Estates
  • Home Owners Associations

 

Business Services

  • Bookkeeping and Accounting
  • Financial Statement Preparation
  • Payroll Preparation and State & Federal Reporting
  • Strategic Business Planning
  • Internal Control Review
  • Part-time CFO and Controllership Services
  • Cash Flow Management
  • Succession Planning
  • New Business Start-Up

 

Investments*

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Services

  • Retirement Plans*
  • Tax Plans
  • 401(k) Planning*
  • 403(b) Planning*
  • College Plans*
  • Estate Plans
  • Money Purchasing Plans*
  • Profit Sharing Plans*

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

*These services are offered by David Bott through his/her affiliation with HD Vest.