David was born and raised on a cattle and wheat farm in Lawton, Oklahoma. For a period, his community enjoyed the catfish farm his family incorporated into the business. 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. His incongruous reply brought many laughs. However, he fulfilled his dreams.
David's background affords him recognition as the "go-to" CPA for farmers and ranchers throughout Oklahoma and surrounding states.
Beginning his career working for one of the largest oil and gas companies in the United States gave David a solid background in this area of taxation which he continues to use in current practice.
You can learn more about David’s service as a Series Seven Personal Finalist Specialist here: www.DavidBottCPA.com
David's Bachelor's Degree in Accounting is from the University of Central Oklahoma while his Master Degree concentrating in Taxation is from the University of North Texas.
David is the co-author of "Income Taxes and Farm Debt Restructuring: Don't Jump Out of the Debt Frying Pan into the IRS Fire."
In addition to his passion to help individuals and businesses understand and best-utilize their financial situations, David loves his involvement in his non-denominational church and flying his single-engine airplane. Since he serves clients across the state, the plane comes in handy.
Vicki grew up as an Air Force brat. With her family’s opportunities to live in many locations, she has enjoyed learning and appreciating the differences in cultures. The family was even able to spend almost four years living in Tripoli, Libya.
Her Vicki began her career in the public industry sector. There ,she served as manager of accounting, budgeting and forecasting functions. She holds a Bachelor's of Business Administration in Accounting from the University of Central Oklahoma and a Masters degree in Accounting and Economics from the University of North Texas. She is a:
With David, she is the co-author of "8 Secrets to Improving Cash Flow," a booklet available through this website.
She is also the author of “Untangling Your IRS Mess which is currently undergoing the process of publication.
Forty years ago, David and Vicki met at an Accounting Club picnic at their undergraduate university. The result of David’s tackling Vicki during a touch football game at the picnic was a spark to ignite the foundation of a fantastic family.
They have two grown daughters whose families have provided them with two wonderful grandchildren, four grand-dogs, two grand-geckos, one grand-hamster, and two grand-Guinea pigs.
Leah Tomlin joined the accounting team in February of 2020. Leah holds a BBA in Finance and BA in Accounting from the University of Central Oklahoma. She recently completed a MBA with a specialization in Accounting from Oklahoma Christian University. While gaining as much industry knowledge as possible, Leah is actively pursuing her EA, and CPA certifications. Her future goals involve growing her online presence and publishing a book. Her long-term goals include pursuing a PH. D and working with young Business Majors as a University Professor.
Vana has a background managing businesses in the restaurant and cattle auction arenas. She is now working to obtain licensing as an Enrolled Agent for the I.R.S. and a Registered Representative.