Expatriate tax intake that captures residency status and IRS notices
The intake asks prospective clients about U.S. residency status, foreign account or income reporting, and any IRS notices before they ever reach your calendar. Cliont scores filing gaps and citizenship changes automatically, uploads any notice they've received, and routes qualified matters straight to your CRM.
The exact intake your expatriate and nonresident tax leads complete
This is the real 8-question guided intake for Expatriate and Nonresident Tax — the same flow your customers finish before you ever pick up the phone.
What a qualified expatriate and nonresident tax lead should tell you
Cross-border U.S. tax matters involving expatriates, nonresidents, or dual filers with foreign income, foreign accounts, unfiled U.S. returns, or IRS notices tied to their residency or citizenship status.
- Have U.S. Tax Issue
- U.S. Citizen Or Green
- In Last 6 Years,
- Behind On U.S. Tax
- Received Letter Or Notice
- Considering Giving Up U.S.
- Have U.S.-Source Income (Like
- Help With U.S. Tax
The questions your team needs answered
Every expatriate and nonresident tax intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you have a U.S. tax issue related to living outside the U.S. or being a non-U.S. resident with U.S. income or assets? | This is the gatekeeper question, and a no answer usually means the matter falls outside cross-border tax scope entirely. |
| Are you a U.S. citizen or green card holder, or have you spent enough time in the U.S. that you might be treated as a U.S. tax resident? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| In the last 6 years, have you had foreign income, foreign bank accounts, or foreign financial assets that may need to be reported to the U.S.? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| Are you behind on U.S. tax filings or unsure whether you were required to file U.S. tax returns for one or more recent years? | Unfiled or uncertain U.S. returns often signal a compliance matter that needs attention regardless of how the other answers score. |
| Have you received a letter or notice from the IRS about your taxes, foreign accounts, or reporting requirements? | An active IRS notice usually means a deadline is already running, which is why this answer carries near-maximum weight. |
| Are you considering giving up U.S. citizenship or ending your green card, or have you done so within the last 5 years? | Renunciation or green card termination introduces exit-tax exposure that changes both the complexity and cost of the matter. |
| Do you have U.S.-source income (like U.S. rental income, U.S. business income, or investment income) while living outside the U.S. or as a nonresident? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| Are you looking for help with U.S. tax compliance or planning (not just general information) for your situation? | A no answer here separates people who want general information from those who actually need compliance or planning representation. |
How Cliont scores expatriate and nonresident tax leads
Every answer is weighted automatically — no manual review required.
Value signals
- Have U.S. Tax Issue: yes
- U.S. Citizen Or Green: yes
- In Last 6 Years,: yes
- Behind On U.S. Tax: yes
- Received Letter Or Notice: yes
- Considering Giving Up U.S.: yes
See the lead your team receives
Expatriate and Nonresident 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 expatriate and nonresident tax workflows
| Cliont capability | Expatriate And Nonresident Tax application |
|---|---|
| Weighted scoring logic | Answers about IRS notices, unfiled returns, and renunciation carry the heaviest weights in this catalog, so those leads consistently outrank a general 'I have a question about foreign taxes' inquiry. |
| Document upload capture | Prospective clients can attach the actual IRS notice or prior year returns during intake, giving you the underlying paperwork before you decide whether the matter is worth a consultation. |
| CRM routing | Leads with high-weight answers, such as an active IRS notice or a renunciation decision, are sent to your CRM already flagged, instead of sitting in a shared inbox alongside informational-only inquiries. |
| Conditional qualification questions | The compliance-vs-information question filters out visitors who only want general guidance, keeping your consultation calendar reserved for prospective clients who need actual representation. |
Common expatriate and nonresident tax lead scenarios
IRS notice on foreign accounts
A prospective client answers yes to having received an IRS letter about foreign accounts and yes to foreign financial assets in the last 6 years. This combination scores high and routes for immediate follow-up.
Considering renouncing citizenship
Someone weighing expatriation answers yes on the renunciation question along with U.S. residency history, flagging an exit-tax scenario that needs early attention rather than a general inquiry.
Nonresident with U.S. rental income
A nonresident with U.S.-source rental income but no history of U.S. residency presents a narrower, more contained filing question than someone with years of unreported foreign assets.
Behind on filings, no notice yet
A longtime expat unsure whether they were required to file for several years, but who hasn't received any IRS correspondence, still scores as valuable but without the urgency of an active notice.
Information-only, not compliance
A visitor answers yes to having a cross-border tax issue but no when asked if they want actual compliance or planning help, signaling a lower-fit lead better suited for a quick answer than a paid consultation.
Connect Cliont to your workflow
Send leads
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Notify your team
Email, SMS, Slack
Automate follow-up
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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
Expatriate and Nonresident Tax lead-intake FAQs
How does the intake separate someone who just wants information from someone who needs actual compliance help?
One catalog question asks directly whether the prospective client wants help with U.S. tax compliance or planning versus general information, and a no answer lowers the score even if other answers suggest a real cross-border issue.
Can the intake flag leads who've already received an IRS notice?
Yes. The question about receiving an IRS letter or notice carries one of the highest weights in the catalog, so those leads surface near the top of your CRM instead of waiting in a general inbox.
How does the intake capture U.S. residency status?
It asks whether the prospective client is a U.S. citizen or green card holder, or has spent enough time in the U.S. to be treated as a resident, which is core to determining whether a cross-border filing obligation even exists.
Does this intake overlap with FBAR or FATCA leads?
The catalog asks about foreign bank accounts and financial assets that may need reporting, which can surface leads relevant to your FBAR and Offshore Disclosure or FATCA Compliance practice areas, but those are separate subservice pages with their own intake logic.
What happens with leads considering giving up citizenship?
The renunciation question is weighted heavily, so a yes answer here, especially combined with recent U.S. residency, routes as a high-priority lead given the exit-tax and compliance complexity involved.
What documents can the intake collect before the consultation?
Prospective clients can upload any IRS notice they received along with prior U.S. tax returns or foreign account statements, so you're reviewing actual documents rather than a verbal summary before you agree to meet.
Where do qualified expatriate tax leads end up?
Once scored, qualified leads are sent to your CRM with their answers and any uploaded documents attached, so your intake pipeline reflects the same fields you'd ask about in the first call.
Turn expatriate and nonresident tax visitors into qualified cases
Give every expatriate and nonresident tax visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.