Consumer finance · Tax relief

Tax Relief Leads

Tax relief leads for resolution firms that represent taxpayers before the IRS and state agencies. Each taxpayer answers what your case manager asks first: who they owe, roughly how much, how many years are unfiled and whether a levy or garnishment has started.

Apply now What you can buy
Who it's for

Who this program is for

Firms with credentialed practitioners who file a Form 2848 and work each case from the transcript pull to a resolution.

  • Tax resolution firms
  • Enrolled agent practices
  • CPA firms with a resolution practice
  • Tax attorneys and tax controversy firms
  • Firms handling payroll tax problems for small businesses
Products

What you can buy

  • Phone-verified taxpayer leads

    Taxpayers who confirmed their phone by text code before our form submitted. Balance, agency and enforcement answers come attached, along with the TrustedForm certificate.

  • Enforcement-flagged leads

    Active levies, liens and wage garnishments are flagged apart from unfiled-return and balance-only files, so the urgent ones reach a practitioner first.

  • Individual and business tax leads

    Personal income tax problems and business tax problems, payroll tax included, can run as separate streams with their own filters.

  • Inbound tax relief calls

    Taxpayers holding a notice who call a tracking number from our ad, routed to your intake team during the hours you set.

Pay-per-call

Pay-per-call tax relief leads

A taxpayer holding a levy notice or a garnishment letter tends to call, and wants to talk to someone that day. Our ads carry a tracking number that routes that call to your intake team.

Calls route by state and by your intake hours. What bills is agreed before the first call: a call length, a qualifier such as a federal balance or an active levy, or both.

Recordings give your intake managers real conversations to coach from. They also capture what your rep said about fees and the investigation phase, which your compliance review will want.

  • Tracking numbers dedicated to your firm's program
  • Routing by state and by your intake hours
  • A billable-call definition in writing before launch
  • A recording of every call
  • Daily caps matched to the practitioners you have on intake

How billable calls are defined and tracked

  1. The personCalls a tracking number from our ad or page
  2. The routingGoes to your team by ZIP and business hours
  3. Your teamPicks up a caller who asked for what you sell
  4. The billCounts once the call meets the definition we agreed
Qualification

What we ask before a lead reaches you

We ask what your intake team would ask on the first call, so the investigation starts with facts.

Before a lead reaches youChecked
  • Who the balance is owed to: IRS, state or both
  • Approximate balance owed, as a range
  • Years of unfiled returns
  • Active levy, lien or wage garnishment
  • Latest notice received, such as a CP504 or LT11
  • Whether a revenue officer is assigned
  • Personal, self-employed or business tax debt, including payroll tax
  • State of residence
Consent and compliance

Consent and compliance

Every form lead is phone-verified by text code at submission and carries a TrustedForm certificate, so your file holds proof of consent and the page the taxpayer submitted on.

Your practitioners represent the client, so their credentials, IRS Circular 230 duties and state rules are yours. The Telemarketing Sales Rule applies to your phone sales, and your counsel decides how its debt relief provisions, including the advance-fee ban, apply to your fee structure. Our ads make no promises about savings, penalty relief or forgiveness of any balance.

The math

Run your own numbers

Measure us on cost per retained client and the fees that client pays, start to finish.

  1. 1Line

    Cost per consultation = what you pay per lead ÷ the share that complete a consultation

  2. 2Line

    Cost per signed engagement = what you pay per lead ÷ the share that sign your engagement letter

  3. 3Line

    Fee per client = investigation fee + resolution fee − refunds

  4. 4Line

    Break-even lead price = fee per client × the share of leads that sign

FAQ

Questions buyers ask

Are tax relief leads sold to one firm?

You decide. Leads can be sold to you alone, or shared with a set number of buyers. The choice is set per program and written into your agreement.

Can I set a minimum balance?

Yes. We ask for the balance as a range, and you set the lowest range your firm takes. You can also take only federal, only state, or both.

Do you separate levy and garnishment leads?

Yes. Leads with an active levy, lien or garnishment are flagged, and they can route to a separate queue or a separate price.

How do leads reach our intake system?

Leads post in real time to your case management system or CRM by API or webhook. We map the balance, agency and enforcement fields with your team before launch.

What about returns?

Return rules are written into your agreement before the first lead.

How are pricing and coverage set?

Both are set per program after you apply, based on your markets and volume.

What does Apply now do?

You tell us your markets, volume and how you want leads delivered. We review it and come back with a program.

Related programs
Debt Settlement leadsPay-Per-Call leads

Tax Relief Leads from people who asked.

Apply with your markets, your volume and how you want leads or calls delivered. We review it and come back with a program built for you.

Apply now