Broker Check

9212 North Rockwell
Suite 115
Oklahoma City, OK 73132

1511 N. Shawnee
Shawnee, OK 74801

David Bott, CPA

(405) 721-8558


Services for Individuals

 Income tax return preparation is a key focus of our business.  Serving tax clients for more than twenty years, we remain abreast of all current tax laws and take full advantage of your deductions.

. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance and ensure the growth and longevity of your wealth.

The hassles and red tape associated with estate planning can be daunting but you don't need to do it alone.  Our team is waiting to assist you through every step of the process.