PELIKAN
FY27 · S. Pelikan
Magnolia Taxes & Multi Services

Magnolia Taxes & Multi Services

Steve Pelikan — Jacksonville, FL
Bronze

Magnolia Taxes & Multi Services

Medina Parra — CPA
Referrals given: 0
Overdue
Active
Contact Info
Phone 850-694-2970
Email anak0510@yahoo.com
Address 246 DUPONT AVE QUINCY
City / ZIP Quincy, 32351
Zone REMOTE - PHONE/EMAIL
Contact Method Physical Stop
Contacts
Visit Cadence
Tier / Freq Bronze — Weekly
Last Visit 2026-07-21
Scheduled —
Next Visit (Steve's override) — not set —
Last Action Stop In
Next Action Drop/Stop In
Selling Season Progress
  1. Ways We Partner + Wheel of Services
    Next up
  2. Retirement + PEO
  3. Workers Comp + SixFifty HR
  4. Merchant Services + Funding Solutions
Next up: stage 1 of 4 — Ways We Partner + Wheel of Services
Notes

4-way, Virtual Summit

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
  • 2026-07-21
    Visit Stop In
    Referral: 1
  • 2026-07-14
    Call Phone Call
    Referral: 1
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