Kile Lewis, CRPC®
Co-CEO and Founder oXYGen Financial, Inc.
Request a FREE consultation: http://www.oxygenfinancial.net
Co-CEO and Founder oXYGen Financial, Inc.
Request a FREE consultation: http://www.oxygenfinancial.net
Kile Lewis, CRPC®
Co-CEO and Founder oXYGen Financial, Inc.
Request a FREE consultation: http://www.oxygenfinancial.net
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?
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