See tax debt, hardship, and filing status before you consult
The intake asks whether a prospect owes the IRS, whether they can pay in full, and whether their filing history is current, then requests any recent IRS notices before the case reaches your CRM.
The exact intake your offer in compromise leads complete
This is the real 7-question guided intake for Offer in Compromise — the same flow your customers finish before you ever pick up the phone.
What a qualified offer in compromise lead should tell you
A request to the IRS to settle a tax debt for less than the full amount owed, available only to taxpayers who are current on filing and ongoing payment obligations and can show they cannot pay the debt in full.
- Owe Irs Money Taxes
- Help Settle That Irs
- Believe Cannot Afford Pay
- Filed All Required Federal
- Making Required Federal Tax
- Received Irs Notice About
- Have Limited Savings And
The questions your team needs answered
Every offer in compromise intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently owe the IRS money for taxes (income, payroll, or other federal taxes)? | Confirms an actual federal tax debt exists, the baseline threshold before an OIC conversation makes sense. |
| Are you looking for help to settle that IRS tax debt for less than the full amount you owe? | Confirms the prospect specifically wants to settle for less rather than just get general help, separating true OIC intent from other tax-debt inquiries. |
| Do you believe you cannot afford to pay your IRS tax debt in full, even over time? | Captures the doubt-as-to-collectibility claim that is the core financial-hardship argument an OIC is built on. |
| Have you filed all required federal tax returns for the past few years (or are you willing to file any missing returns right away)? | Filing compliance is a hard IRS requirement — an unresolved gap here is treated as an urgent issue to flag before booking. |
| Are you currently making required federal tax payments (for example, payroll deposits if you have employees, or estimated taxes if you are self-employed)? | Current compliance on payroll or estimated payments is another IRS eligibility gate that can sink an OIC application if unmet. |
| Have you received an IRS notice about this debt within the last 12 months (such as a bill, a final notice, a lien, or a levy notice)? | A recent notice, lien, or levy signals active IRS collection activity and raises the urgency of the lead. |
| Do you have limited savings and assets compared to the amount you owe (for example, no large cash savings or valuable property you could easily sell)? | Limited assets relative to the debt is the other half of the ability-to-pay picture the IRS evaluates for an OIC. |
How Cliont scores offer in compromise leads
Every answer is weighted automatically — no manual review required.
Value signals
- Owe Irs Money Taxes: yes
- Help Settle That Irs: yes
- Believe Cannot Afford Pay: yes
- Filed All Required Federal: yes
- Making Required Federal Tax: yes
- Received Irs Notice About: yes
Urgency signals
- Filed All Required Federal
See the lead your team receives
Offer in Compromise 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 offer in compromise workflows
| Cliont capability | Offer In Compromise application |
|---|---|
| Answer-based scoring | Weighs filing compliance, current payment status, and limited assets together so a lead who owes money but hasn't filed returns doesn't score as high as a fully compliant hardship case. |
| Automatic urgency flags | Surfaces missing or unfiled tax returns as an urgent gap to resolve before an OIC application can move forward, rather than letting it sit unnoticed in a routine submission. |
| Document capture in the intake | Collects the most recent IRS notice, bill, lien, or levy directly in the form so your team can gauge how active the collection action is before the first call. |
| Qualified lead routing to CRM | Sends only leads who confirm both an inability to pay in full and limited assets into your CRM as priority OIC cases, rather than every general IRS-debt inquiry. |
Common offer in compromise lead scenarios
Compliant, cash-strapped candidate
Owes federal tax debt, has filed all required returns, is current on payroll or estimated payments, and has limited savings or assets — the profile the IRS actually accepts for an OIC, routed straight to your CRM as a priority.
Missing tax returns
Owes IRS debt but hasn't filed all required returns yet, which flags the filing-compliance gap the intake tracks as an urgent signal since the IRS won't process an OIC application until returns are current.
Behind on current tax payments
Owes back taxes but isn't currently making required payroll deposits or estimated payments, a compliance gap that typically causes the IRS to reject an OIC outright, so the intake surfaces it before you spend consult time.
Assets outweigh the debt
Reports meaningful savings or property that could cover the balance owed, which weakens the doubt-as-to-collectibility case an OIC depends on and lowers the lead's priority relative to a hardship case.
Fresh levy notice, active collection
Received an IRS notice, lien, or levy within the last 12 months on top of the underlying debt, signaling active enforcement and a higher-urgency lead worth faster follow-up.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
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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
Offer in Compromise lead-intake FAQs
What happens when a lead hasn't filed all their tax returns yet?
The intake asks directly whether all required returns have been filed or the prospect is willing to file immediately, and treats an unresolved gap as an urgent flag since the IRS will not accept an OIC application until filing is current.
Can the intake tell an Offer in Compromise case apart from someone who just wants a payment plan?
Yes — it asks whether the prospect believes they cannot pay the debt in full even over time, which separates true OIC candidates from prospects who may be better suited to an Installment Agreements case.
What if a prospect has savings or property that could cover the tax debt?
The intake asks about limited savings and assets relative to the amount owed; a prospect with substantial assets scores lower for OIC fit since the IRS generally expects them to pay from those resources first.
Does the intake collect copies of IRS notices before the consultation?
It asks whether a notice, bill, lien, or levy has been received in the last 12 months and requests a copy so your team can see the collection status before booking time.
How does the intake handle someone who owes back taxes but isn't current on this year's payments?
It asks whether the prospect is currently making required payroll deposits or estimated tax payments; a 'no' answer flags a compliance issue the IRS typically requires to be resolved before an OIC will even be reviewed.
Is a general 'I owe the IRS' inquiry enough to qualify as an OIC lead?
No — the intake also confirms the prospect is specifically looking to settle the debt for less than the full amount, since owing money and wanting an OIC are scored as separate signals.
Turn offer in compromise visitors into qualified cases
Give every offer in compromise visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.