Crypto tax intake that captures IRS notice status up front
Ask prospective clients whether they're a U.S. taxpayer, whether they've had crypto activity in the last six years, and whether the IRS or a state agency has already contacted them — then send only matters worth a consultation to your CRM, with exchange records and 1099s attached.
The exact intake your cryptocurrency and virtual currency tax leads complete
This is the real 6-question guided intake for Cryptocurrency and Virtual Currency Tax — the same flow your customers finish before you ever pick up the phone.
What a qualified cryptocurrency and virtual currency tax lead should tell you
Matters involving unreported, underreported, or misreported cryptocurrency and virtual currency transactions, including IRS or state notices, unfiled returns, or back taxes tied to crypto activity.
- U.S. Taxpayer (U.S. Citizen,
- In Last 6 Years,
- Think Crypto Activity May
- Received Letter, Notice, Audit
- Have Tax Bill, Penalties,
- Access Crypto Records (Exchange
The questions your team needs answered
Every cryptocurrency and virtual currency tax intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you a U.S. taxpayer (U.S. citizen, resident, or someone who files U.S. tax returns)? | Confirming U.S. taxpayer status upfront screens out inquiries the practice's crypto tax work isn't scoped to handle. |
| In the last 6 years, did you buy, sell, trade, spend, receive, mine, stake, or earn cryptocurrency or other virtual currency? | The six-year window aligns with common IRS assessment and audit lookback periods, helping counsel gauge exposure before the call. |
| Do you think your crypto activity may have been reported incorrectly or not reported on your tax return(s)? | A self-identified reporting concern signals a proactive disclosure matter rather than an active dispute, which changes how the firm should prepare. |
| Have you received a letter, notice, audit request, or other contact from the IRS or a state tax agency about cryptocurrency or your tax return? | An existing IRS or state contact marks the matter as active and time-sensitive rather than exploratory. |
| Do you have a tax bill, penalties, interest, or unfiled tax returns related to crypto that you want help resolving? | A tax bill, penalties, or unfiled returns points to resolution work with a clearer engagement scope than a general question. |
| Can you access your crypto records (exchange accounts, wallet addresses, transaction history, or tax forms like 1099s) or get them if needed? | Whether records are accessible tells the firm how much reconstruction work sits ahead of any filing or defense strategy. |
How Cliont scores cryptocurrency and virtual currency tax leads
Every answer is weighted automatically — no manual review required.
Value signals
- U.S. Taxpayer (U.S. Citizen,: yes
- In Last 6 Years,: yes
- Think Crypto Activity May: yes
- Received Letter, Notice, Audit: yes
- Have Tax Bill, Penalties,: yes
- Access Crypto Records (Exchange: yes
See the lead your team receives
Cryptocurrency Tax Lead
From first click to qualified lead
Follow people and businesses seeking counsel 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 matter
Smart questions adapt to their matter and capture the full scope.
They share the documents
The facts, dates, and any paperwork come attached, so you can assess the matter before the consultation.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for cryptocurrency and virtual currency tax workflows
| Cliont capability | Cryptocurrency And Virtual Currency Tax application |
|---|---|
| Weighted lead scoring | Ranks leads higher when they confirm U.S. taxpayer status, crypto activity, and an existing IRS or state notice, so active controversy matters surface above general inquiries. |
| Conditional branching | Routes a prospective client who reports an IRS notice differently from one only suspecting a past reporting error, letting your team prep differently for each. |
| Document upload capture | Collects exchange statements, wallet transaction history, or 1099 forms at intake so counsel isn't chasing records before the first consultation. |
| CRM routing | Sends qualified crypto tax matters, with taxpayer status and notice details attached, directly into your CRM instead of a generic contact-form inbox. |
Common cryptocurrency and virtual currency tax lead scenarios
Active IRS or state notice
Prospective client has already received a letter or audit request about crypto activity, which the intake flags as high urgency alongside their taxpayer status and record access.
Self-identified reporting error
No notice has arrived yet, but the person suspects their crypto was reported incorrectly or left off past returns — a proactive disclosure scenario the intake scores differently from an active audit.
Unfiled returns with a tax bill
Client has years of crypto trading, unfiled returns, and mounting penalties or interest they want resolved, which the intake surfaces as a resolution-focused matter rather than a planning question.
Records scattered across exchanges
The prospective client isn't sure they can retrieve wallet history or exchange statements, which the intake flags so the firm knows extra reconstruction work may be needed before engagement.
Non-U.S. taxpayer inquiry
Someone without U.S. filing obligations asks about crypto tax help; the intake marks this as lower fit since the practice's crypto tax work centers on U.S. filers.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book matters
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 tax law intake templates
Cryptocurrency and Virtual Currency Tax lead-intake FAQs
Can the intake tell the difference between someone who already got an IRS notice and someone who just suspects a problem?
Yes. The catalog separates a direct IRS or state contact from a self-identified reporting concern, so your team can see immediately whether a matter is already active with a taxing authority or still preventive.
Does this intake filter out people who don't have U.S. tax obligations?
Yes. The first qualifying question asks whether the prospective client is a U.S. taxpayer, letting you route non-U.S. filers as lower fit before they take up consultation time.
How is this different from your FBAR and Offshore Disclosure intake?
This intake is scoped to crypto and virtual currency activity specifically — buying, selling, trading, mining, staking, or earning it — rather than foreign account reporting; firms handling both can run separate intakes for FBAR and Offshore Disclosure leads on that page.
Does the intake ask how far back the crypto activity goes?
It asks whether the activity occurred within the last six years, which maps to common assessment and audit lookback windows tax counsel typically care about.
Will the intake capture whether someone owes back taxes or penalties on crypto?
Yes, one question directly asks whether the prospective client has a tax bill, penalties, interest, or unfiled returns tied to crypto they want resolved, which weights toward higher-value resolution work.
What if the prospective client isn't sure they can get their exchange records?
The intake asks about access to exchange accounts, wallet addresses, transaction history, or 1099 forms, so you can see upfront whether records exist or will need to be reconstructed before scoping the engagement.
Turn cryptocurrency and virtual currency tax visitors into qualified cases
Give every cryptocurrency and virtual currency tax visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.