Stop taking on tax planning clients with messy books
Ask new clients about entity type, revenue range, and whether their financial records are current before you agree to a consultation, then pull their most recent tax return straight into your CRM.
The exact intake your business tax planning leads complete
This is the real 6-question guided intake for Business Tax Planning — the same flow your customers finish before you ever pick up the phone.
What a qualified business tax planning lead should tell you
Advisory engagement where a business works with a tax professional to reduce future liability, choose the right entity structure, or plan around a major transaction ahead of filing deadlines — not a tax return itself.
- Entity This Business Operate
- Main Goal This Tax
- Business Have Up- -Date
- Tax Strategy In Place
- Authorized Make Financial And
- What This Business'S Annual
The questions your team needs answered
Every business tax planning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of entity does this business currently operate as? | A 'Not yet formed' or 'Nonprofit' answer changes both the applicable tax rules and which consultation format the business needs. |
| What is the main goal of this tax planning engagement? | This is the single highest-weighted question in the catalog, separating high-value goals like a major transaction or entity restructuring from a vague 'not sure.' |
| Does the business have up-to-date financial records available for review? | A 'no' here signals the books likely need cleanup before real planning work can start, letting you set expectations before the first call. |
| When do you need the tax planning strategy in place? | This tells you whether the strategy needs to be in place before a filing deadline or is an ongoing engagement, which affects how fast you need to respond. |
| Are you authorized to make financial and tax decisions for this business? | This carries the highest weight of any yes/no question, since planning advice given to someone without decision authority rarely turns into an engagement. |
| Approximately what is this business's annual revenue range? | Revenue range helps size the engagement and can determine which team member should handle the consultation. |
How Cliont scores business tax planning leads
Every answer is weighted automatically — no manual review required.
Value signals
- Reduce future tax liability
- Evaluate entity structure options
- Forecast cash flow for tax payments
- Plan around a major transaction or sale
- Not sure
- Business Have Up- -Date: yes
See the lead your team receives
Business Tax Planning Lead
From first click to qualified lead
Follow prospects and clients through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for business tax planning workflows
| Cliont capability | Business Tax Planning application |
|---|---|
| Conditional branching | A 'Not yet formed' answer on entity type can route the lead down a different follow-up path than an established LLC or corporation. |
| Weighted lead scoring | Goals like reducing tax liability or planning around a major transaction score higher automatically than a vague 'not sure' response. |
| Document collection | When a business answers no to having up-to-date financial records, the intake can prompt for the most recent tax return and P&L before the consultation. |
| Decision-maker gating | The authorization question flags submitters who can't make tax decisions for the business, so you can confirm the right contact before booking time. |
Common business tax planning lead scenarios
Pre-sale tax strategy request
A business owner selects 'plan around a major transaction or sale' as their goal, signaling a high-value engagement that needs structuring advice before a closing date.
Entity structure evaluation
An LLC owner wants to evaluate entity structure options, a distinct goal from liability reduction that usually requires a different consultation format.
Cash flow forecasting for payments
A business in the $500,000 to $2 million revenue range needs help forecasting cash flow for upcoming tax payments rather than a one-time strategy review.
Unclear goal, no clean records
A lead picks 'not sure' for their planning goal and answers no to having up-to-date financial records — a mix the intake flags for a scoping call instead of a straight consultation booking.
Non-authorized inquiry
Someone fills out the form but isn't authorized to make tax decisions for the business, which the intake surfaces so you can loop in the actual decision-maker before scheduling.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More business tax services intake templates
Business Tax Planning lead-intake FAQs
How does the intake handle a business that hasn't formed an entity yet?
The entity type question includes a 'Not yet formed' option, so those leads reach you clearly marked as pre-formation rather than mixed in with existing LLCs or corporations.
Can I filter out people who aren't authorized to make tax decisions for the business?
Yes — the intake asks directly whether the submitter is authorized to make financial and tax decisions, and that answer carries meaningful weight in how the lead is scored.
What happens if a business doesn't have up-to-date financial records?
That answer is captured and weighted lower than a 'yes,' so you can see at a glance whether a bookkeeping cleanup needs to happen before a real planning conversation starts.
Does the intake distinguish urgent, deadline-driven requests from ongoing strategy work?
The timeline question separates 'before this tax year ends' and 'before the next filing deadline' from an 'ongoing, multi-year strategy' request, so you can prioritize scheduling accordingly.
How are leads planning around a sale or major transaction treated differently?
That goal option carries one of the higher weights in the catalog, so those leads typically stand out as commercial priorities compared to a general 'reduce future tax liability' request.
What if the lead actually needs an S corp or partnership return filed, not planning?
Business tax planning leads sit alongside sibling intake flows for S Corporation, C Corporation, and Partnership Tax Return, so misrouted leads asking about filing rather than strategy can be redirected to the matching subservice.
Turn business tax planning visitors into qualified clients
Give every business tax planning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.