Top 10 Top 10 Questions to ask your Accountant
- How long have you been in practice? Are you a CPA?
- Will you or someone else in your firm be working on my situation?
- Do you have a specialty?
- Are you licensed to offer any financial products?
- Do you have any formal or informal relationships with other professionals or institutions that I should be aware of?
- Do you offer advice on tax strategy?
- How many of your clients have been audited by the IRS? Results?
- How many clients do you serve? Your firm?
- Do you work with any small business owners?
- Can you provide me some referrals of satisfied clients?
Kile Lewis, CRPC®
Co-CEO and Founder oXYGen Financial, Inc.
Request a FREE consultation: www.oxygenfinancial.net
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oXYGen Financial, Inc. co-CEO Kile Lewis is one of the foremost knowledgeable professionals in giving financial advice to the X and Y Generation.
KILE LEWIS IS SECURITIES LICENSED THROUGH INVESTACORP, INC. A REGISTERED BROKER/DEALER MEMBER FINRA, SIPC. ADVISORY SERVICES OFFERED THROUGH INVESTACORP ADVISORY SERVICES, INC. A SEC REGISTERED INVESTMENT ADVISORY FIRM. Linked sites are strictly provided as a courtesy. Investacorp, Inc., and its affiliates, do not guarantee, approve nor endorse the information or products available at these sites nor do links indicate any association with or endorsement of the linked sites by Investacorp, Inc. and its affiliates.






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