Premium Qualified Leads

Tax Resolution

Tax Debt Leads

Connect with taxpayers who owe $10K or more to the IRS or state tax authorities and are actively looking for professional tax resolution help.

Qualification Criteria

Every lead meets these standards before it reaches your team.

$10,000 or more in IRS or state tax liability
Unfiled tax returns, liens, levies, or wage garnishments
Interested in Offer in Compromise, installment agreements, or penalty abatement
Has not yet retained a tax resolution professional
Willing to speak with a licensed tax professional about their situation

Sample Lead Profile

Here is what a typical tax resolution lead looks like.

Tax Debt Leads — sample dashboard view
Sample Lead Profile
Estimated Tax Debt$47,000 — IRS
Tax Years Affected2021, 2022, 2023
Current IRS ActionWage garnishment notice received
Filing StatusSelf-employed, unfiled 2023 return

Our Funnel

From first click to delivered lead — here is how we generate and qualify every tax resolution prospect.

1

Taxpayer Intent Targeting

We reach taxpayers searching for IRS help, tax debt relief, and penalty resolution through search, content, and social campaigns.

2

Tax Situation Screening

Prospects provide estimated tax debt amount, years affected, type of tax issue (lien, levy, unfiled returns), and whether they have existing representation.

3

Readiness Confirmation

Each lead confirms they are ready to speak with a tax professional and have not already retained a firm — so your team reaches them at the right moment.

4

Delivery to Your Intake Team

Qualified tax leads are delivered via real-time API, CRM push, email, or live warm transfer to your intake specialists.

Delivery Models

Choose how you receive your leads. Mix and match to fit your workflow.

Real-time API or webhook delivery

CRM integration (Salesforce, HubSpot, GoHighLevel, and others)

Email delivery with tax situation summary

Live warm transfer to your intake team

Frequently Asked Questions

Our standard qualification threshold is $10,000 in combined IRS or state tax liability. Many of our tax resolution clients set higher minimums at $15K or $25K, which we accommodate through campaign-level targeting.

Yes. Each lead includes the type of issue (unfiled returns, liens, levies, garnishments), estimated debt amount, tax years affected, and employment type — giving your intake team the context they need for the first call.

Our qualification form specifically asks whether the prospect has already retained a tax resolution professional. Those who have are filtered out before delivery.

Yes. We can weight campaigns toward prospects expressing interest in specific resolution paths — OIC, installment agreements, penalty abatement, or innocent spouse relief.

Our campaigns are built with compliance-conscious practices in mind. We do not make misleading claims about tax debt forgiveness or imply affiliation with tax authorities. All ad copy and landing pages are reviewed for accuracy.

Fill your tax resolution intake calendar