We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals
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While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

BBB Rating
A+
BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Fri:
Services/Products
Certified Public Accounting. • Accounting • Bookeeping • Payroll • Accounting Software Support • Tax management • Income tax return preparation services • IRS Tax Notice analysis and representation •Tax planning • Investment management* • Retirement strategies* • Estate conservation • Insurance and annuity products* We have clients throughout the state of Oklahoma. *These services are offered by David Bott through his affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM.
Payment method
all major credit cards, check
Location
9212 North Rockwell Avenue Suite #115 Oklahoma City, OK 73132 The Oklahoma City site is located at 9212 N. Rockwell, Suite 115. This office is approximately 2/3 mile north of Northwest Expressway and 1/3 mile south of Britton Road. 5 West Tenth Street Shawnee, OK 74801 Phone: (405) 275-1109 The Shawnee site is located at 105 N. Union in Suite 100.
Neighborhoods
Lansbrook West, Northwest Oklahoma City
Associations
Oklahoma Society of Certified Public Accountants, American Institute of Certified Public Accountants
Social Links
Categories
Financial Services, Accountants-Certified Public, Accounting Services, Bookkeeping, Financial Planning Consultants, Payroll Service, Tax Return Preparation, Taxes-Consultants & Representatives