PELIKAN
FY27 · S. Pelikan
Fordham Tax Services Inc

Fordham Tax Services Inc

Steve Pelikan — Jacksonville, FL
Silver

Fordham Tax Services Inc

Scott B Fordham — CPA only contact on file
Referrals given: 0
Overdue
Active
Contact Info
Phone
Email
Address 3063 HARTLEY RD STE. 4
City / ZIP Jacksonville, 32257
Zone PRIMARY
Contacts
Visit Cadence
Tier / Freq Silver — Bi-Weekly
Last Visit 2026-07-23
Scheduled
Last Action Stop In
Next Action Meeting 05/06
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 2 stops
  • 2026-07-23
    Visit Stop In
    Referral: 1
  • 2026-06-18
    Visit Appointment Set

    Lunch meeting wed week one July

    Referral: 1
Action Item History 1
Date Action Item Status
2026-06-18 Invite for meeting Done
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