Broker Check

9212 North Rockwell
Suite 115
Oklahoma City, OK 73132

1511 N. Shawnee
Shawnee, OK 74801

David Bott, CPA

(405) 721-8558

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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

Business Services

We provide full-service Chief Financial Officer positioning for medium sized businesses.

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Tax Services

In addition to income tax return preparation, we provide proactive tax planning to allow our clients to take full advantage of the tax law.

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Services for Individuals

Our service goes beyond preparing tax returns and encompases helping you managae your entire financial structure. 

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QuickBooks Services

Put this robust software to work for you with QuickBooks setup, training and periodic reviews of your work.

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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.

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Financial Advisory Services

Your personal assets are of paramount importance.  Through broker/dealer HD Vest, we can help you plan and meet your goals.

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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.

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Helpful Content

The Facts About Income Tax

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

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

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

 

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

The Business Cycle

How will you weather the ups and downs of the business cycle?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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