PELIKAN
FY27 · S. Pelikan
Fresh Start Debt Relief - Tax Resolution

Fresh Start Debt Relief - Tax Resolution

Steve Pelikan — Jacksonville, FL
Platinum

Fresh Start Debt Relief - Tax Resolution

Michael Ceaser — CPA
Referrals given: 0
Overdue
Active
Contact Info
Phone 904-723-3555 x166
Email freshstart1840@gmail.com
Address 1840 SOUTHSIDE BLVD.
City / ZIP Jacksonville, 32216
Zone PRIMARY
Contacts
Visit Cadence
Tier / Freq Platinum — Weekly
Last Visit 2026-07-23
Scheduled
Last Action Stop In
Next Action Drop/Stop In
Notes

Flowers for family loss

Virtual Summit Info/Flowers for family loss

Active Campaigns
Big 6 Talking Points
Lead with: 4-Ways
  • 4 Ways to Partner Never Covered
  • Merchant Services Never Covered
  • 401k/Retirement Never Covered
  • PEO Never Covered
  • HR 650 Never Covered
  • Payroll/WC Never Covered
Requests / Asks
No requests logged yet.
Visit History 3 stops
  • 2026-07-23
    Visit Stop In
    Referral: 1
  • 2026-06-18
    Meeting Stop In

    Normal weekly meeting. Brought pastries from Lotte Market. Jackie and Michael not in yet.

    Referral: 1
  • 2026-06-04
    Meeting Stop In

    Revenue share signed. Confirmed contracts for Merch Svcs. Got their existing ADP list.

    Referral: Exixting CPA list
Action Item History 1
Date Action Item Status
2026-06-04 Visit Veloz Motors (6/10). Add/claim all ADP clients in SF Done
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