Are you running your business?
Or, is your business running you?
We provide complete services as your business or personal 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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Understanding the value of a home warranty.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
What does the Tax Reform and Jobs Act mean for you?
Learn a little about worldwide currency in this fun infographic
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to better see the potential impact of compound interest on an asset.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
You’ve made investments your whole life. Work with us to help make the most of them.
Women must be ready to spend, on average, more years in retirement than men.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
How will you weather the ups and downs of the business cycle?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.