Which FIRPTA enquiries deserve consultation time
Ask sellers whether they're a non-U.S. person, whether withholding was applied at closing, and whether they need a refund or a reduced withholding rate — then route closing dates, sale prices, and settlement documents straight to your CRM.
The exact intake your firpta leads complete
This is the real 6-question guided intake for FIRPTA — the same flow your customers finish before you ever pick up the phone.
What a qualified firpta lead should tell you
FIRPTA matters involve a non-U.S. seller of U.S. real estate whose sale triggers mandatory withholding at closing, and the intake needs to confirm the seller's foreign status, whether withholding occurred or is scheduled, and whether the person needs help getting funds refunded or reduced before or after closing.
- Selling, Or Have Sold
- Seller Non-U.S. Person Tax
- Or Will Any Amount
- Help Getting Withheld Money
- Closing Already Happened, Or
- Have Basic Details About
The questions your team needs answered
Every firpta intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you selling, or have you sold within the last 3 years, U.S. real estate (a house, condo, land, or a share in a property-holding company)? | Confirms a qualifying U.S. real estate or entity-interest sale actually occurred or is happening, without which FIRPTA doesn't apply. |
| Is the seller a non-U.S. person for tax purposes (not a U.S. citizen or green card holder, and not treated as a U.S. resident for taxes)? | Non-U.S. seller status is the core trigger for FIRPTA withholding, so a 'no' here signals the matter likely isn't a FIRPTA case. |
| Was or will any amount be withheld from the sale proceeds for U.S. taxes at closing (often 10% or 15%)? | Confirms whether withholding was actually applied, distinguishing a live withholding issue from a hypothetical one. |
| Do you need help getting the withheld money refunded or reducing the amount that must be withheld? | Separates refund-recovery work from pre-closing withholding-reduction work, two distinct engagement types with different urgency. |
| Has the closing already happened, or is it scheduled to happen within the next 90 days? | A closing that already happened or is imminent within 90 days determines whether the matter needs immediate attention. |
| Do you have basic details about the sale (closing date, sale price, and the property address)? | Having closing date, sale price, and property address on hand shows the matter is developed enough for a substantive consultation. |
How Cliont scores firpta leads
Every answer is weighted automatically — no manual review required.
Value signals
- Selling, Or Have Sold: yes
- Seller Non-U.S. Person Tax: yes
- Or Will Any Amount: yes
- Help Getting Withheld Money: yes
- Closing Already Happened, Or: yes
- Have Basic Details About: yes
See the lead your team receives
FIRPTA Withholding 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 firpta workflows
| Cliont capability | FIRPTA application |
|---|---|
| Weighted scoring | Non-U.S. seller status and confirmed withholding at closing carry the heaviest weights, so a genuine FIRPTA matter outscores a general real-estate-sale inquiry. |
| Lead routing to CRM | Matters where withholding already occurred or closing is within 90 days route to your CRM as time-sensitive, separate from early-stage sellers still gathering sale details. |
| Document collection | The intake requests settlement documents and seller identification tied to the same flow that asks about non-U.S. person status and withholding amount. |
| Disqualification logic | A U.S.-citizen seller or a sale that hasn't happened and isn't planned pulls the score down instead of booking a consultation for a matter with no FIRPTA exposure. |
Common firpta lead scenarios
Closing scheduled, withholding undecided
A foreign seller has a sale closing within 90 days but hasn't determined the withholding rate yet — the intake flags this as time-sensitive for a withholding certificate application.
Refund needed after closing
Closing already happened and money was withheld; the seller wants help recovering it, which the intake distinguishes from a pre-closing reduction request.
U.S. citizen seller, no exposure
The seller confirms they're a U.S. person for tax purposes, so FIRPTA withholding doesn't apply — the intake scores this as lower fit rather than routing it as a live matter.
Early inquiry, no sale details yet
A prospective seller hasn't listed the property or set a closing date and doesn't yet have basic sale details, signaling the matter isn't ready for a substantive consultation.
Entity interest sale, not a direct deed
The seller is disposing of a share in a property-holding company rather than the property itself, which still triggers the same withholding question but changes the documentation needed.
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More tax law intake templates
FIRPTA lead-intake FAQs
How does the intake confirm FIRPTA actually applies before we spend time on a call?
It checks whether U.S. real estate was or is being sold and whether the seller is a non-U.S. person for tax purposes — if either answer is no, the lead scores lower rather than looking like a live FIRPTA matter.
Can the intake tell the difference between someone who needs a refund and someone who needs withholding reduced before closing?
Yes, the catalog asks directly whether help is needed getting withheld money back or reducing the amount withheld, so those two very different engagements are captured as separate signals.
What if the closing already happened weeks ago?
The intake asks whether closing has already occurred or is scheduled within 90 days, which lets you separate post-closing refund recovery work from pre-closing withholding certificate work.
Does the intake collect the closing date and sale price before I ever talk to the person?
Yes, it asks whether the prospective client has basic sale details like closing date, sale price, and property address, so you can see how developed the matter is before booking a consultation.
What happens if the person filling out the intake turns out to be a U.S. citizen?
Since FIRPTA only applies to non-U.S. sellers, a U.S.-person answer pulls the score down and the lead routes as lower fit instead of being treated as a qualified FIRPTA matter.
Does this intake cover selling shares in a property-holding entity, not just a direct property sale?
Yes, the sale question is written to include a share in a property-holding company alongside a house, condo, or land, so entity-interest sales are captured the same way direct deed sales are.
Turn firpta visitors into qualified cases
Give every firpta visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.