International tax intake that captures foreign account exposure up
The intake asks about U.S. residency status, foreign bank and crypto account balances, and ownership in foreign companies or trusts before anyone books time on your calendar. Prospective clients can upload IRS notices and account statements so you see exposure before the first conversation.
The exact intake your international tax leads complete
This is the real 8-question guided intake for International Tax — the same flow your customers finish before you ever pick up the phone.
What a qualified international tax lead should tell you
Legal matters involving U.S. tax residency, foreign income or assets, offshore accounts, foreign entity or trust ownership, and cross-border reporting obligations to the IRS, including situations where filings may already be missed or flagged.
- U.S. Citizen, U.S. Green
- In Past 6 Years,
- Have (Or Did Have)
- Own Or Control Foreign
- Received Gifts Or Inheritances
- Behind On U.S. Tax
- Received Notice, Audit Letter,
- Willing Share Basic Details
The questions your team needs answered
Every international tax intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you a U.S. citizen, U.S. green card holder, or have you spent enough time in the U.S. to be treated as a U.S. tax resident? | Confirming U.S. tax residency determines whether the full U.S. international reporting regime even applies to this person. |
| In the past 6 years, have you had income, a job, a business, investments, or property outside the United States? | This screens for an actual foreign nexus in the relevant lookback period before treating the lead as an international tax matter. |
| Do you have (or did you have) a bank, investment, or crypto account outside the U.S. with total balances that ever went over $10,000 in a year? | Crossing the $10,000 threshold on a foreign account is the trigger point for FBAR and FATCA reporting obligations. |
| Do you own or control a foreign company, foreign partnership, or foreign trust (even partially)? | Ownership of a foreign company, partnership, or trust pulls in additional filing forms and typically signals a higher-fee engagement. |
| Have you received gifts or inheritances from someone outside the U.S., or distributions from a foreign trust? | Foreign gifts or trust distributions can trigger separate reporting requirements distinct from general foreign income. |
| Are you behind on U.S. tax filings or worried that you may have missed reporting foreign income or foreign accounts? | Self-identified missed reporting is a strong signal that the client needs corrective filing work, not just general planning advice. |
| Have you received a notice, audit letter, or penalty from the IRS related to foreign income, foreign accounts, or international reporting forms? | An existing IRS notice on international reporting means there is likely already a deadline attached to the matter. |
| Are you willing to share basic details (countries involved, years, and account/business information) so a tax professional can evaluate your situation? | Willingness to share specific details up front indicates whether the prospective client is ready for a substantive evaluation. |
How Cliont scores international tax leads
Every answer is weighted automatically — no manual review required.
Value signals
- U.S. Citizen, U.S. Green: yes
- In Past 6 Years,: yes
- Have (Or Did Have): yes
- Own Or Control Foreign: yes
- Received Gifts Or Inheritances: yes
- Behind On U.S. Tax: yes
See the lead your team receives
International 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 international tax workflows
| Cliont capability | International Tax application |
|---|---|
| Weighted lead scoring | Uses the catalog's weighting on foreign account balances, foreign entity ownership, and missed reporting to surface the most complex cross-border matters first. |
| Document upload | Collects IRS notices, foreign bank or crypto account statements, and foreign entity or trust formation documents before the consultation is booked. |
| CRM routing | Sends the residency status, foreign account exposure, and entity ownership answers straight into your CRM record for the matter. |
| Conditional intake logic | Follows up on foreign account and entity ownership only when the client confirms foreign income or assets in the past six years, keeping the intake relevant to their situation. |
Common international tax lead scenarios
Unreported foreign accounts
A prospective client confirms a foreign account balance over $10,000 and admits they may have missed reporting it, which the intake flags as a high-value, time-sensitive compliance matter.
IRS notice already received
The person has already gotten a notice or penalty tied to foreign income or accounts, which the intake treats differently than a general planning inquiry since a deadline may already be running.
Foreign company or trust owner
A client owns or controls a foreign entity or trust, pulling in more complex reporting obligations than a straightforward foreign account question would.
Overseas inheritance or gift
Someone received a gift, inheritance, or distribution from a foreign trust, which the intake separates from routine income or account questions since the reporting triggers differ.
No real foreign nexus
A person has no foreign income, accounts, or entities in the lookback period, which the intake surfaces early so it doesn't get scored as a strong international tax matter.
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
International Tax lead-intake FAQs
How does the intake tell a high-value international tax matter from a general question?
The catalog weighs answers about foreign account balances over $10,000, foreign entity or trust ownership, and missed reporting most heavily, so leads with those combinations score higher than someone with no foreign nexus at all.
Does the intake distinguish someone who already has an IRS notice?
Yes, the question about receiving a notice, audit letter, or penalty tied to foreign income or reporting is captured separately, so those leads can be treated differently from a prospective client who is just asking about future compliance.
What if a prospective client won't share account or entity details yet?
The catalog includes a direct question about willingness to share countries, years, and account or business information, which carries a low weight when the answer is no, helping you spot leads that aren't ready for a real evaluation.
Is this the same intake used for FBAR and offshore disclosure inquiries?
International Tax and FBAR and Offshore Disclosure are separate subservices with their own catalogs, so a lead focused specifically on delinquent FBAR filings should go through the FBAR and Offshore Disclosure intake instead.
Does the intake ask about foreign gifts or inheritances separately from foreign income?
Yes, gifts, inheritances, and foreign trust distributions are a distinct question from general foreign income or accounts, since they can trigger different reporting forms.
Can the intake filter out people with no actual international ties?
The question covering income, jobs, businesses, investments, or property outside the U.S. in the past six years screens for an actual foreign nexus, so someone with none of those can be routed lower without using your calendar time.
Turn international tax visitors into qualified cases
Give every international tax visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.