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.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Regardless of how you approach retirement, there are some things about it that might surprise you.
What can be learned from the savings rate?
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your capital gains tax.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
How will you weather the ups and downs of the business cycle?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Investors seeking world investments can choose between global and international funds. What's the difference?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?