Tax Services for Individuals

Tax Compliance:

The most sought-after service from a Certified Public Accountant is income tax return preparation by individuals.  CPAs must pass rigorous examinations and prove continuing, education to retain their licenses. Their services are in high demand, but their fees can be high.

If you make less than $66,000 per year, you can take advantage of the IRS Free File Program. It is an online program developed by national tax preparation software companies in alliance with the I.R.S. Over 100 million taxpayers qualify to use the Free File program. That’s more than 70% of all returns.

Go to IRS.gov/FreeFile to learn more about the FreeFile program.

However, the massive tax law changes signed by President Trump in December of 2017, cause us to recommend you to CALL US at (405) 721-8558 if you have any of the following taxable situations:

  • You make more than $66,000 and don’t know how to do your taxes yourself
  • You have oil and gas related income
  • You have any self-employment income.
  • You have farming, ranching, or other agricultural income activity.
  • You have traded or used cryptocurrency for any transactions.
  • You do not have a way to work online.
  • You have received a notice from the IRS or a state taxing entity regarding your taxes  (Review our tax problem solutions at Tax Problem Resolution

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.

Estate Planning:

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.

Financial Planning:

WHAT IS PEACE OF MIND WORTH TO YOU? Do you want a balanced work/life environment, control over your financial situation, solid income tax preparation or a future secured by a sound investment or retirement plan.Our firm has a passion for addressing the needs of entrepreneurs who want a firm grasp of what their futures hold.

David F. Bott, Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) gives one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance and ensure the growth and longevity of your wealth. As a Personal Financial Specialist, David Bott provides wealth management, financial planning, and savings education for individuals

Learn more about David's work as a Personal Financial Specialist at www.davidbottcpa.com

David Bott is a registered representative with the following registrations 6.7, 62 66 and can transact business with clients in IN, NY. and OK David Bott is also an investment adviser agent licensed in OK insurance, variable accident & health and life in OK. If you are not a resident of the states noted above all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet

David Bott. CPA is not a registered broker dealer or independent investment advisory firm

Securities offered through Avantax Investment Services Member FINRA.,SIPC Investment advisory Services offered through Avantax Advisory Services Insurance services offered through Avantax Insurance Agency Please visit www.avantax wealth management com social policy for more information.

 

Support offered by Bott CPA Services

Contact Bott, CPA Services. for Tax Compliance, Estate Planning and Financial Planning Services across Oklahoma City, OK