Which entity-structuring enquiries deserve consultation time
Cliont's intake asks whether a prospect is deciding between LLC, S-corp, or C-corp, whether operations span multiple states, and what revenue and ownership look like today, then requests a quick financial snapshot before anything lands in your CRM.
The exact intake your entity tax structuring leads complete
This is the real 7-question guided intake for Entity Tax Structuring — the same flow your customers finish before you ever pick up the phone.
What a qualified entity tax structuring lead should tell you
Entity Tax Structuring covers helping a business owner choose, change, or optimize the legal and tax structure of a business (LLC, S-corp, C-corp, partnership) based on ownership, income, and multi-state or international activity.
- In United States And
- Own Business, Starting One,
- Deciding Between Entity Options
- Expect Business Have Significant
- Have (Or Expect) Owners,
- Want Help Reducing Taxes
- Willing Share Basic Financial
The questions your team needs answered
Every entity tax structuring intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you in the United States and looking for help with U.S. tax planning for a business entity (like an LLC, corporation, partnership, or S-corp)? | Confirms the matter is U.S. entity tax planning, screening out foreign-only or non-entity tax questions that don't match this practice area. |
| Do you currently own a business, are starting one, or plan to buy/invest in a business within the next 6 months? | Confirms there's an actual business (existing, starting, or being acquired) rather than a hypothetical inquiry, which drives most of the lead's score. |
| Are you deciding between entity options (for example, LLC vs. S-corp vs. C-corp) or considering changing your current entity or tax election? | Flags whether the prospect is actively deciding between entity types or changing an election, the core trigger for this service and its highest-weighted question. |
| Do you expect the business to have significant income, growth, or new investors/owners in the next 12 months? | Signals whether the engagement will grow in complexity and value over the next year, useful for prioritizing consultation time. |
| Do you have (or expect) owners, workers, customers, or operations in more than one state, or outside the U.S.? | Surfaces multi-state or international complexity early, so you know before the call whether SALT or international tax issues are also in play. |
| Do you want help reducing taxes or avoiding tax problems through how the business is set up and how money is paid out (salary, distributions, dividends)? | Distinguishes prospects wanting proactive tax-reduction structuring, like compensation planning, from those who just need paperwork filed. |
| Are you willing to share basic financial and ownership details (estimated revenue/profit, number of owners, and how you currently pay yourself)? | Measures how forthcoming the prospect is with the financial and ownership detail you'll actually need to scope the engagement. |
How Cliont scores entity tax structuring leads
Every answer is weighted automatically — no manual review required.
Value signals
- In United States And: yes
- Own Business, Starting One,: yes
- Deciding Between Entity Options: yes
- Expect Business Have Significant: yes
- Have (Or Expect) Owners,: yes
- Want Help Reducing Taxes: yes
See the lead your team receives
Entity Tax Structuring 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 entity tax structuring workflows
| Cliont capability | Entity Tax Structuring application |
|---|---|
| Conditional scoring logic | Weights the entity-decision and growth-outlook questions higher than the rest, so a prospect actively choosing between LLC/S-corp/C-corp with expected growth or new owners rises to the top of your queue. |
| Document collection step | Requests formation documents and a financial snapshot tied to the revenue/ownership question before the lead is delivered, so you open the file with numbers instead of a blank intake. |
| Automatic lead routing | Only sends leads who confirm U.S. entity tax planning and current or planned business ownership into your CRM, keeping unrelated personal tax inquiries out of your queue. |
| Video intake widget | Lets a prospect describe multi-state or overseas operations in their own words, giving you SALT or international-tax context before you commit consultation time. |
Common entity tax structuring lead scenarios
New business choosing first entity
A founder starting a business within the next six months is unsure whether to form an LLC or elect S-corp status, and expects meaningful growth in year one.
Existing entity expanding across states
A business owner with operations moving into new states or overseas wants their structure reviewed for multi-state exposure before the expansion goes live.
Investor or new owner joining soon
A company expecting a new investor or co-owner within 12 months needs the entity election revisited before equity changes hands.
Not ready to share financials yet
A prospect confirms they're deciding between entity options but declines to give revenue or ownership numbers, so the intake still flags them but with a lower completeness score.
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- 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
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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
Entity Tax Structuring lead-intake FAQs
How does the intake separate a real entity-structuring matter from a general tax question?
The intake confirms the prospect is planning around a U.S. business entity and is actively deciding between structures or considering a tax election change, which is what separates this matter from routine filing or unrelated tax questions.
Will the intake catch prospects who don't have a business yet?
Yes. It asks whether the prospect currently owns, is starting, or plans to buy into a business within six months, so a purely hypothetical inquiry scores lower than someone with an actual entity to structure.
What if the lead has operations in multiple states or outside the U.S.?
The intake asks directly about owners, workers, or operations in more than one state or abroad, so multi-state or international complexity is visible before you take the call, not discovered on it.
What happens if someone won't share revenue or ownership numbers?
The intake still records their entity question and business stage, but withholding financial and ownership detail lowers the lead's overall score since that willingness is one of the scored fields.
Does this intake cover compensation planning, like salary versus distributions?
Yes, the intake asks whether the prospect wants help reducing taxes through how the business pays its owners, so salary/distribution planning questions get captured alongside the entity decision.
How is this different from your Tax Planning (Business and Personal) intake?
This intake is built around the entity decision itself (choosing or changing an LLC, S-corp, C-corp, or partnership election), while Tax Planning Business and Personal covers broader ongoing tax strategy beyond entity choice.
Turn entity tax structuring visitors into qualified cases
Give every entity tax structuring visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.