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.
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. 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.
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