At our firm, we have the client—and only the client—in mind. We recognize that all plans must consider the tax impact of any financial transaction. Planning for tax consequences and taking full advantage of the tax laws are a key to financial success David F. Bott, CPA/PFS, P.C. will pursue the best possible uses of the tax code to benefit his clients.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
David Bott, CPA / PFS, P.C.
David was born and raised on an Oklahoma farm. When his High School year book was being written, the students were asked what they wanted to do accomplish with their lives. David’s response was to be a farmer and a CPA.
9212 North Rockwell
Oklahoma City, OK 73132
Phone: (405) 721-8558