Broker Check

9212 North Rockwell
Suite 115
Oklahoma City, OK 73132

1511 N. Shawnee
Shawnee, OK 74801

David Bott, CPA

(405) 721-8558

 
The Wild West of Data Theft Supporting Local Business In a Crisis Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World

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 Avantax.

Business Services

Business Services

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

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Tax Services

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

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

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

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

Financial Advisory Services

Your personal assets are of paramount importance.  Through broker/dealer Avantax Investment Services, 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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Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

 

Do Your Kids Know The Value of a Silver Spoon?

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Understanding Homeowner’s Insurance

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Medicare vs. Medicaid

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A Bucket Plan to Go with Your Bucket List

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Principles of Preserving Wealth

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

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

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Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Investments

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

When Markets React

When markets shift, experienced investors stick to their strategy.

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