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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

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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.

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About the author  ⁄ Kile Lewis

Kile Lewis

Kile co-founded oXYGen Financial in answer to increasing requests from successful young people — Generation X and Generation Y investors, families, and entrepreneurs — for financial planning and advice matched to their unique needs. oXYGen Financial is a financial and lifestyle management company that understands that life isn’t about income statements and balance sheets. Kile is no stranger to the Financial Services Industry, having spent 15 years as both an executive and financial advisor for the 3rd largest broker dealer in the country. He amassed tremendous competencies in leadership and financial planning through his 15 years of tenure in both of those roles. After earning his Bachelor of Arts degree from Georgia State University in 1994, Kile joined then, American Express Financial Advisors in Dallas, Texas. He quickly rose through the ranks of his advisor peers and was promoted to his first leadership position in 1997. Promoted to Field Vice President in 2002, he led one of the top offices for Ameriprise the years 2003 through 2006 and was awarded the Ameriprise Outstanding Leader Award in 2006. Through his eleven plus years of leadership, Kile has personally hired and developed hundreds of advisors and leaders. Background and qualification information is available at FINRA's BrokerCheck website.

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