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
We provide full-service Chief Financial Officer positioning for medium sized businesses.
QuickBooks Services
Put this robust software to work for you with QuickBooks setup, training and periodic reviews of your work.
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.
Helpful Content
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A Bucket Plan to Go with Your Bucket List
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Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
The Great Retirement Savings Debate: 401(k) vs. IRA
Viewing 401(k) plans and IRA plans in either/or terms might mean a missed opportunity. You can have both.
What It Takes to Become an Accredited Investor
What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
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Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
College Savings
See how much you may need to save now to cover future college costs for your child.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Business Cycle
How will you weather the ups and downs of the business cycle?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.