New Client Inquiry

Interested in becoming a client of Friedman Kannenberg & Co “FKCo”? Please complete the New Client Inquiry Form below. After we receive and review your completed form, a member of the FKCo team will be in contact 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.

New Client Inquiry Form

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Name *

First

Last

Company Name *

Enter N/A if you do not own a business.

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Nature of Business/Occupation *

e.g., Retail Store Owner, Music Label, Real Estate Investor, etc.

Business Location *AlabamaAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming

If multiple, select all that apply.

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Phone Number *

Email Address *

Email

Confirm Email

Perferred Contact Method *PhonePhoneEmailEither one!

Use the drop down menu to select your preferred method of contact.

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How did you hear about us?

• Referral/Current FKCo Client
• Internet Search
• Trade Show
• Other

Referral Name/Other Description *

Please provide the name of the referral or other method of finding us.

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What services are you looking for? Select all that apply *

• Bookeeping
• Financial Statements
• Tax Preparation
• Consulting
• Business valuation
• Other

Description of "Other" Services *

Please provide a description of the "Other" services you are seeking.

What type of entity are you? (Select all that apply) *

• Individual - I'm a W2 employee
• Individual - W2 employee & Own rental real estate
• Business - Sole Proprietor/Single-Member LLC
• Business - Partnership/Multi-Member LLC
• Business - S-Corporation
• Business - C-Corporation

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Do you or your business currently have unresolved IRS or State Notices/Audits? *

• Yes
• No
• N/A

Year(s) of unresolved IRS or State Notice/Audit *

• 2022
• 2021
• 2020
• 2019 and/or prior

What was the tax year of your most recent filed tax return? *Selection Required202220212020Before 2020

Any additional information you'd like to provide:

Submit New Client Inquiry Form