Levies intake that captures the agency and levy timing up front
The intake confirms whether wages or bank funds have already been taken, which agency is involved (IRS or state), and whether the levy is active or scheduled, then collects a copy of the notice for your review.
The exact intake your levies and wage garnishments leads complete
This is the real 7-question guided intake for Levies and Wage Garnishments — the same flow your customers finish before you ever pick up the phone.
What a qualified levies and wage garnishments lead should tell you
Representation for a client whose wages or bank funds are being taken (or about to be taken) by the IRS or a state tax agency, qualified by whether the levy is active, who the responsible party is, and which agency issued it.
- Dealing With Tax Debt
- Wages Been Garnished Or
- Received Recent Notice Or
- Garnishment Or Levy Happening
- Know Which Agency Involved
- Person Whose Wages Or
- Want Help Stop Or
The questions your team needs answered
Every levies and wage garnishments intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you dealing with a tax debt issue in the United States (IRS or a state tax agency)? | Confirming a U.S. federal or state tax debt upfront filters out wage garnishments for student loans, child support, or civil judgments that this practice can't take on. |
| Have your wages been garnished or has money been taken from your bank account for taxes? | Whether money has actually been taken from wages or a bank account separates an active emergency from someone still at the notice stage. |
| Have you received a recent notice or letter about a levy, garnishment, or intent to take money for taxes? | A recent notice or letter shows the collection action is real and documented, not just a fear of future collection. |
| Is the garnishment or levy happening now, scheduled to start soon, or did it start within the last 12 months? | Knowing if the levy is active, scheduled, or within the last 12 months tells you how much runway is left to intervene before funds are gone. |
| Do you know which agency is involved (IRS or the name of the state tax agency)? | Identifying the IRS versus a specific state agency determines which release procedures and deadlines apply to the matter. |
| Are you the person whose wages or bank account is being taken (or you are responsible for the tax debt being collected)? | Confirming the submitter is the person actually being garnished, or responsible for the debt, filters out third parties calling on someone else's behalf. |
| Do you want help to stop or reduce the levy/garnishment or to set up a payment plan or settlement? | Distinguishing a request to stop the levy from a request for a payment plan or settlement helps route the lead toward the right service and consultation focus. |
How Cliont scores levies and wage garnishments leads
Every answer is weighted automatically — no manual review required.
Value signals
- Dealing With Tax Debt: yes
- Wages Been Garnished Or: yes
- Received Recent Notice Or: yes
- Garnishment Or Levy Happening: yes
- Know Which Agency Involved: yes
- Person Whose Wages Or: yes
See the lead your team receives
Active IRS Wage Garnishment 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 levies and wage garnishments workflows
| Cliont capability | Levies And Wage Garnishments application |
|---|---|
| Weighted scoring | Answers confirming an active or imminent levy (started, scheduled, or within 12 months) carry more weight than a notice-only case, so leads already losing money surface first in your CRM. |
| Conditional branching | The IRS-versus-state agency answer can route the lead differently, since federal levy relief options and state collection procedures aren't handled the same way. |
| Document capture | The intake requests the levy or garnishment notice as an upload alongside the answers, so you're not chasing paperwork before the consultation. |
| Disqualification logic | A 'no' on the tax-debt question or on being the responsible party downgrades the lead automatically, keeping non-tax garnishments and third-party inquiries out of your consultation calendar. |
Common levies and wage garnishments lead scenarios
Active wage garnishment underway
Money is already being withheld from a paycheck and the levy started recently, so the intake flags the case for a fast callback rather than a general inquiry.
Notice received, no levy yet
The person has a letter threatening a levy but nothing has been taken from wages or a bank account yet, letting you prioritize it below an active garnishment but above a cold lead.
Third party calling on someone's behalf
A spouse or bookkeeper is submitting the intake but isn't the person whose wages or account is being levied, which the intake surfaces so you know who actually needs to sign the engagement.
Non-tax debt mistaken for a levy
The caller describes wage withholding for student loans or child support rather than IRS or state tax debt, which the intake catches early instead of booking a consultation you can't take.
Wants a payment plan, not a fight
The person confirms they're responsible for the debt and just wants the levy stopped through an installment arrangement, which the intake captures as a distinct outcome from a full release request.
Connect Cliont to your workflow
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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.
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- 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
Levies and Wage Garnishments lead-intake FAQs
How does the intake tell an active garnishment apart from a threatened one?
It separates whether money has already been taken from wages or a bank account from whether the person only received a notice, and layers in whether the levy started, is scheduled, or is within the last 12 months, so you can distinguish an emergency from an early-warning lead.
Does the intake identify which agency is collecting?
Yes, it asks whether the person knows if the IRS or a specific state tax agency is involved, which matters because the process, deadlines, and release options differ between the two.
What if the person calling isn't the one being garnished?
The intake asks directly whether the submitter is the person whose wages or account is being taken or is responsible for the debt, so calls from a spouse, employer, or bookkeeper on someone else's behalf don't get treated as a first-party lead.
Can the intake filter out garnishments that aren't tax-related?
It opens by confirming the issue is a U.S. federal or state tax debt, which screens out student loan, child support, or judgment-related wage garnishments before they take up consultation time.
What does the intake ask for as proof of the levy?
It requests a copy of the actual notice or levy letter along with, where relevant, a pay stub or bank statement showing the amount taken, so you have documentation before the first call.
Does this intake cover leads who just want a payment plan instead of stopping the levy?
Yes, it separately asks whether the person wants the levy stopped or reduced, or wants to set up a payment plan or settlement, so leads that overlap with Installment Agreements or Offer in Compromise are flagged accordingly.
Turn levies and wage garnishments visitors into qualified cases
Give every levies and wage garnishments visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.