Broker Check

9212 North Rockwell
Suite 115
Oklahoma City, OK 73132

1511 N. Shawnee
Shawnee, OK 74801

David Bott, CPA

(405) 721-8558

 
Preparing For the Ultimate Vacation Don't Buy The Hype Once Upon a Goal A New Way to Look at Your Bucket List

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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One way to find money is to examine your current spending habits and eliminate money wasters.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

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Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

 

The Anatomy of a Supplemental Health Plan

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Historical Inflation

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

Contributing to an IRA?

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

Annuity Comparison

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

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Comparing Investments

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

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Enter various payment options and determine how long it may take to pay off a credit card.

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Long-Term-Care Protection Strategies

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

An Inside Look at Retirement Living

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

Managing Your Lifestyle

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

Principles of Preserving Wealth

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Business Cycle

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

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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