Tax Filing Client Assignment Request Form
Submit this form to assign a tax filing client to the appropriate preparer or team. Please provide the essential details to ensure a smooth and accurate assignment.
Client Full Name
*
First Name
Last Name
Client Email Address
*
example@example.com
Client Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Type of Tax Filing Needed
*
Please Select
Individual
Business
Nonprofit
Other
Preferred Preparer or Team (if any)
Please Select
No preference
Preparer A
Preparer B
Team Alpha
Team Beta
Other
Assignment Priority
*
Standard
Urgent
Requested Completion Date
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Additional Notes or Special Instructions
Submitted By (Your Name)
*
First Name
Last Name
Your Email Address
*
example@example.com
Submit Assignment Request
Should be Empty: