PELIKAN
FY27 · S. Pelikan
Elite Tax & Accounting

Elite Tax & Accounting

Steve Pelikan — Jacksonville, FL
Gold

Elite Tax & Accounting

Jeanette Mendez — CPA
Referrals given: 0
Overdue
Active
Contact Info
Phone
Email
Address 3917 Southside Blvd
City / ZIP Jacksonville, 32216
Zone PRIMARY
Contacts
Visit Cadence
Tier / Freq Gold — Weekly
Last Visit 2026-07-23
Scheduled
Last Action Stop In
Next Action Drop/Stop In
Notes

Virtual Summit Info

Virtual Summit Info

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
  • 2026-06-17
    Visit Stop In
    Referral: 1
  • 2026-06-12
    Meeting Appointment Set

    Meeting with entire firm. Showed Ruth Partner Pro.

    Referral: 1
Action Item History 1
Date Action Item Status
2026-06-12 Send entire firm link to partner pro Done
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