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 with you 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

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Legal 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 VirginiaWisconsinWyoming

Not a business owner? Select your state of primary residence.

Nature of Business/Occupation *

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

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Phone Number *

Email Address *

Confirm Email Address *

Perferred Contact Method *Selection RequiredPhoneEmailEither one works!

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How did you hear about FKCo? *

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

Name of Referral *

First

Last

Let us know who referred you so we can thank them!

Name of FKCo Client *

First

Last

Let us know what client of ours referred you so we can thank them!

Other *

Please provide the Other method of finding FKCo.

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

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

Who 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 past

Description of "Other" Services *

Please provide a brief description of the additional services you are looking for.

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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-Corporation

More than 1 tax filing? Select all that apply.

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Are there any unresolved Tax Notices related to you or your business? *

• Yes
• No
• N/A

Tax Year of unresolved notice/audit: *

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

What is the tax year of your most recent tax filing? *Selection Required202320222021I'm really behind, help!I'm not sure

Tip: 2022 Tax Returns are typically filed in 2023

Additional 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