Tax Resolution
Connect with taxpayers who owe $10K or more to the IRS or state tax authorities and are actively looking for professional tax resolution help.
Every lead meets these standards before it reaches your team.
Tax & bankruptcy lead qualification walkthrough
See how vertical-specific criteria, engagement, phone verification, consent, and delivery workflows give intake teams more context before the first conversation.
Watch how Premium Qualified Leads qualifies tax and bankruptcy prospects
Tax and bankruptcy intake teams need more than a contact record. They need the context that determines whether a conversation is worth taking.
For tax resolution campaigns, criteria can include estimated tax balance, agency involved, notices, levy status, location, and whether that prospect is actively seeking professional help. For bankruptcy campaigns, criteria can include chapter interest, state, household or business context, urgency, and the request for an attorney consultation.
In both cases, the prospect comes from our own portfolio of brands — not a result list, aggregator, or broker. Prospects are nurtured by email and text before intake, and their phone number is verified before the lead is delivered, so your team is calling a real person who is already engaged.
Each vertical uses its own qualification, and leads can be sent directly to your CRM, intake platform, webhook, email inbox, portal, or live-transfer queue. Consent language, delivery terms, geographic limits, and return policies are agreed before launch.
Premium Qualified Leads uses compliance-conscious practices, but your team should obtain its own legal and regulatory advice. Tell us which intake conversation you are trying to improve, and we will map the exact lead criteria to your workflow.
Click the link below to book a call, get your questions answered, and get started with your first order.
Here is what a typical tax resolution lead looks like.
| Estimated Tax Debt | $47,000 — IRS |
| Tax Years Affected | 2021, 2022, 2023 |
| Current IRS Action | Wage garnishment notice received |
| Filing Status | Self-employed, unfiled 2023 return |
From first click to delivered lead — here is how we generate and qualify every tax resolution prospect.
We reach taxpayers searching for IRS help, tax debt relief, and penalty resolution through search, content, and social campaigns.
Prospects provide estimated tax debt amount, years affected, type of tax issue (lien, levy, unfiled returns), and whether they have existing representation.
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.
Qualified tax leads are delivered via real-time API, CRM push, email, or live warm transfer to your intake specialists.
Choose how you receive your leads. Mix and match to fit your workflow.
Tax Resolution Case Study
A vertical-specific snapshot of how qualification filters, routing, and delivery workflows can improve intake focus.
Tax Resolution
A tax resolution buyer configured state targeting and liability thresholds so intake reps could prioritize prospects with urgent IRS or state issues.
$25K+
target liability threshold
9 min
average first assignment
31%
higher booked-call rate
“The intake team could prioritize urgency instead of sorting through vague form fills.”
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.
