New Client Inquiry Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Interested in becoming a client of Friedman Kannenberg & Co (FKCo)? Please complete the New Client Inquiry Form below. Once we receive your form submission, a member of the FKCo team will reach out to discuss the services you are looking for, request additional information, and determine if we are the right firm for you and/or your business! We look forward to speaking with you soon. Click here to view services offered by FKCo Name *FirstLastLegal Business Name *Enter N/A if you do not own a business.Business Location *Select all that applyAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingNot a business owner? Select your state of primary residence. to Year Nature of Business/Occupation *e.g., Retail Store Owner, Music Label, Real Estate Investor, Independent Artist, etc.Phone Number *Email Address *Confirm Email Address *Perferred Contact Method *Selection RequiredPhoneEmailVirtual meetingDoesn’t matter to me!How did you hear about FKCo? *ReferralCurrent FKCo ClientInternet SearchTrade ShowOtherName of Referral *FirstLastLet us know who referred you so we can thank them! Name of FKCo Client *FirstLastLet us know what client of ours referred you so we can thank them!Other *Please provide the Other method of finding FKCo.What services are you looking for? Select all that apply *BookeepingFinancial StatementsTax PreparationConsultingBusiness valuationOtherWho is your current Tax Preparer? *Selection RequiredI’ve been tackling it myself!I usually go to a H&R Block type of placeI’ve been working with a CPA Firm in the pastDescription of "Other" Services *Please provide a brief description of the additional services you are looking for.Tax Filing Type *Selection RequiredIndividual – I don’t own a business, I’m a W2 employeeIndividual – W2 employee & own 1 or more rental propertiesBusiness – Sole Proprietor/Single-Member LLCBusiness – Partnership/Multi-Member LLCBusiness – S-CorporationBusiness – C-CorporationMore than 1 tax filing? Select all that apply.How do you maintain the books and records of your business?How often are you currently reconciling your business/rental income and expenses? *Please select an optionMonthlyQuarterlyYearlyMy bookkeeper handles thisAt tax time when my accountant requests my info!I don’t but want help with how to start!Are there any unresolved Tax Notices related to you or your business? *YesNoN/ATax Year of unresolved notice/audit: *2024202320222021 and/or olderWhat is the tax year of your most recent tax filing? *Selection Required202420232022I’m really behind, help!I’m not sureTip: 2024 Tax Returns are typically filed in 2025Additional Information:Provide additional information about you or your business that may be helpful for us to better understand your tax and accounting needs!Submit New Client Inquiry Form
