5 Disaster Financial Moves
August 30, 2010 – 10:23 am | 2 Comments

After almost 20 years of giving personal financial advice, I thought I would share the secrets I know about becoming financially successful.If you avoid these 5 disaster financial moves, you should have …

Read the full story »
Money Saving Ideas

Websites, Budget, Shopping, Travel, General Savings, Banking

At The Workplace

Layoffs, Employee Benefits, Open Enrollment Time, 401(k), Taxes, Total Employee Benefit Solutions, Profit Sharing Plans

Financial Advice

College Planning, Tax Management, Roth IRA’s, Estate Planning, Real Estate

Insurance Tips

Health Insurance, Life Insurance, Auto Insurance, Business Insurance

Featured Articles

Home » Featured Articles, oXYGenFinancial Top Tens

Top 10 Top 10 Questions to ask your Accountant

Top 10 Top 10 Questions to ask your Accountant
  1. How long have you been in practice?  Are you a CPA?
  2. Will you or someone else in your firm be working on my situation?
  3. Do you have a specialty?
  4. Are you licensed to offer any financial products?
  5. Do you have any formal or informal relationships with other professionals or institutions that I should be aware of?
  6. Do you offer advice on tax strategy?
  7. How many of your clients have been audited by the IRS?  Results?
  8. How many clients do you serve?  Your firm?
  9. Do you work with any small business owners?
  10. 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

Related Articles - Top 10 Ways To Tighten Up Expenses For Business Owners, Top 5 Insurance Policies To Avoid , TOP 10 Atlanta LATE NIGHT Restaurants, The Top 10 Most Overlooked Tax Deductions , Top 5 Ways to Help Someone Who Is Unemployed

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.

Related Articles – Top 10 Ways To Tighten Up Expenses For Business Owners, Top 5 Insurance Policies To Avoid , TOP 10 Atlanta LATE NIGHT Restaurants, The Top 10 Most Overlooked Tax Deductions , Top 5 Ways to Help Someone Who Is Unemployed

Get Equifax Score Power

One Comment »

Leave a comment!

Add your comment below, or trackback from your own site. You can also subscribe to these comments via RSS.

Be nice. Keep it clean. Stay on topic. No spam.

You can use these tags:
<a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>

This is a Gravatar-enabled weblog. To get your own globally-recognized-avatar, please register at Gravatar.