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  • Services
    • Accounting Services
    • Audit
    • Consulting
    • Employee Benefits
    • Forensic Accounting and Valuation Services
    • Tax
  • Industries
    • Family Business/Closely-Held Businesses
    • Tribal Governments & Gaming
    • Hospitality & Entertainment
    • Manufacturing
    • Non-Profits
    • Public Companies
    • Real Estate
  • About
    • Team
    • History
    • Philosophy
  • Careers
    • College Recruiting
    • Current Opportunities
    • Experienced Accountants
    • Internships
  • Events
    • Trainings, Seminars, and Events
  • Resources
    • Forms, Links & FAQs
New Client Bio FormBritt Peltola

New Client Bio Form

Form for the entry of new clients

"*" indicates required fields

MM slash DD slash YYYY
Please enter full name of client to be entered in CCH
Acceptance Procedures
List references used for acceptance
Eligible for the SDK Incentive Bonus?
Please provide a description of how client was obtained
Client Contact Name*
Client Address
Additional Client Contact Name
This client is associated with the following clients and/or staff
Add to Mailing List?
MM slash DD slash YYYY
Enter last day of fiscal year for the project
Extended?
Additional Project for Client?
MM slash DD slash YYYY
Enter last day of fiscal year for the project
Extended?
“Working with SDK has always been a reliable and satisfying experience. Everyone hates doing taxes, but I know when I file them each year with SDK they are doing everything they can to ensure it is filed correctly and will ensure the full amount I am owed on my tax return.”
- Client of SDK
“I appreciate the professionalism of staff as well as the timeliness in which work is completed. Communication has been very good as well! Thank you!”
- Client of SDK

“Our accountant, while new to working our account has been beyond terrific to work with. Her communication has been clear and very punctual – really excited to continue working with her!”

- Client of SDK
“Communication with John Lawson has always been fantastic! We love working with him and appreciate his care and attention to his clients.”
- Client of SDK
“For Teresa McAlpine, it was such a joy to work with you this year! I really appreciated your patience with me when I frequently checked on the progress of my tax return while I was very nervous during the start of the pandemic. I also really appreciate your professional demeanor and communication style. You were a very dependable and reliable person to work with during a very uncertain and challenging time. Thank you!”
- Client of SDK
“The role Nicole Brown plays in assisting our firm is of significant value. We have grown to trust her guidance and appreciate her knowledge and accessibility. Definitely someone we love working with and having on our “team” ”
- Client of SDK
“Outstanding service from Stan Eisenberg, and excellent staff in general!”
- Client of SDK
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100 Washington Ave S, Suite 1600
Minneapolis, MN 55401
612.332.5500
info@sdkcpa.com

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