Know which individual tax prep leads are worth consultation time
Every intake captures income source, filing situations like rental property or multi-state income, and whether there's an active audit or notice, plus W-2s, 1099s, and prior-year returns, before a client ever reaches your CRM.
The exact intake your individual tax preparation leads complete
This is the real 6-question guided intake for Individual Tax Preparation — the same flow your customers finish before you ever pick up the phone.
What a qualified individual tax preparation lead should tell you
Preparation and filing of a personal income tax return, covering income source, filing situations like dependents or rental income, and any prior notices from a tax authority.
- Best Describes Main Source
- Situations Apply Tax Filing
- Received Audit Or Notice
- Tax Return Completed
- Have Access Income Documents
- Person Authorized Make Decisions
The questions your team needs answered
Every individual tax preparation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Which best describes your main source of income this tax year? | The income source answer separates a straightforward W-2 filing from self-employed or business-owner returns that need deeper document review and higher weighting. |
| Which situations apply to your tax filing this year? | This multi-select surfaces complexity like rental income, multi-state filing, or unfiled prior-year returns that a single income-source answer wouldn't reveal. |
| Have you received an audit or notice from a tax authority? | A 'yes' here carries the highest weight in the whole catalog, marking a client who is already dealing with a tax authority as urgent. |
| When do you need your tax return completed? | Timeline isn't scored, but it tells your team whether to slot the client into a rush queue or a planning-ahead conversation. |
| Do you have access to your income documents (W-2s, 1099s, receipts)? | Knowing whether documents are already gathered tells you if the consultation can move straight to prep or needs a document-collection step first. |
| Are you the person authorized to make decisions about this tax filing? | A low weight on 'no' flags leads where the person filling out the intake may not be the one who can actually authorize the filing. |
How Cliont scores individual tax preparation leads
Every answer is weighted automatically — no manual review required.
Value signals
- W-2 employee
- Self-employed or freelance
- Business owner
- Retirement or investment income
- Multiple sources
- Income in multiple states or countries
See the lead your team receives
Individual Tax Preparation 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 individual tax preparation workflows
| Cliont capability | Individual Tax Preparation application |
|---|---|
| Weighted scoring | An audit or notice answer of 'yes' and an income source of business owner or self-employed both push the score up independently, so a lead can qualify as high priority through either signal. |
| Multi-select filing situations | A client can flag rental income, multi-state filing, dependents, a life change, and unfiled prior-year returns in one question, giving you the full scope of complexity before the consultation. |
| Document capture | The document-access question tells you whether to send a document checklist before the consultation or whether the client is ready to hand over W-2s and 1099s immediately. |
| Authorization check | The decision-maker question separates leads who can sign off on the filing from those who are inquiring on someone else's behalf, so your team isn't scheduling with the wrong person. |
Common individual tax preparation lead scenarios
Self-employed with scattered records
Selects 'Self-employed or freelance' as income source but hasn't confirmed document access, so the intake flags them for a document-gathering step before the consultation is booked.
Client has an IRS notice
Answers yes to receiving an audit or notice, which carries the highest weight in that question and should route straight to a priority slot rather than the standard queue.
Remote worker filing in two states
Flags income in multiple states under filing situations alongside a W-2 or multiple-source income, signaling a return that needs more than a standard single-state prep.
Retiree with investment income
Selects retirement or investment income as the main source with no urgent filing situations, letting the intake route them to planning-ahead capacity instead of rush slots.
Spouse filling out the form
Answers no to being authorized to make decisions about the filing, which is weighted low and should prompt confirmation of the actual filer before a consultation is confirmed.
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 individual tax services intake templates
Individual Tax Preparation lead-intake FAQs
How does the intake treat a self-employed client differently than a W-2 employee?
Both are real options in the income source question, but self-employed, business owner, and multiple-source answers carry higher weight than a single W-2, which typically means more documents and a longer prep scope.
What happens when someone reports an IRS or state notice?
That question is a direct yes/no with a high weight on 'yes,' so a lead who has already received a notice scores as urgent and should stand out from routine filing enquiries in your CRM.
Can the intake catch clients who never filed a prior-year return?
Yes, unfiled prior-year returns is one of the filing-situation options a client can select, which lets you spot back-filing work before you're in the room with them.
Does the desired completion date change the lead's score?
No, the timeline question isn't weighted, but it's still collected so you can see whether a client expects work as soon as possible, before the deadline, or has no rush.
Why does the intake ask if the person is authorized to make decisions on the filing?
That yes/no question is weighted heavily toward 'yes' because a consultation booked by someone who can't actually authorize the return, like a spouse without say in the filing, often falls through.
Is this the same intake used for rental property or self-employment returns?
No, those are separate catalogs, Rental Property Tax Return and Self-Employment Tax Return are their own sibling subservices, though a client who flags rental income or self-employment here may be better routed to one of those instead.
Turn individual tax preparation visitors into qualified clients
Give every individual tax preparation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.