Tax Court intake that captures notice type and deadline up front
Confirm whether a prospect has a Notice of Deficiency or Determination, whether the Tax Court petition deadline is still open, and whether they're the taxpayer or an authorized representative — then collect the notice itself before anyone books a consultation.
The exact intake your tax court litigation leads complete
This is the real 6-question guided intake for Tax Court Litigation — the same flow your customers finish before you ever pick up the phone.
What a qualified tax court litigation lead should tell you
Representation of a taxpayer petitioning the U.S. Tax Court to dispute an IRS determination, typically triggered by a Notice of Deficiency or Notice of Determination and bound by a strict statutory filing deadline.
- Dealing With Dispute With
- Received Written Irs Notice
- Deadline File Tax Court
- Want Challenge Irs In
- Dispute About U.S. Federal
- Taxpayer Involved, Or Authorized
The questions your team needs answered
Every tax court litigation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you dealing with a dispute with the IRS about taxes you owe (for example, a notice of deficiency or other IRS determination)? | Confirms the dispute is actually about taxes owed to the IRS, rather than a planning or compliance question this practice area shouldn't intake as litigation. |
| Have you received a written IRS notice that you want to challenge (such as a Notice of Deficiency or a Notice of Determination)? | A written Notice of Deficiency or Notice of Determination is the jurisdictional prerequisite for filing a Tax Court petition, so its presence signals a real case. |
| Is the deadline to file a Tax Court petition still open (or are you unsure and need help confirming the deadline)? | The Tax Court petition deadline is a strict statutory window that cannot be extended, so confirming it's still open determines whether representation is even possible. |
| Do you want to challenge the IRS in court rather than only trying to resolve it by phone, mail, or an IRS appeal? | Distinguishes prospects who actually want litigation from those who'd be better served by an IRS appeal or negotiated resolution, which is a different service. |
| Is the dispute about a U.S. federal tax issue (not only a state tax issue)? | The U.S. Tax Court only hears federal tax matters, so a state-only dispute falls outside its jurisdiction and outside this practice area. |
| Are you the taxpayer involved, or are you authorized to act for the taxpayer (for example, as a spouse, executor, or authorized representative)? | Only the taxpayer or an authorized representative has legal standing to petition Tax Court, so this confirms the submitter can actually proceed. |
How Cliont scores tax court litigation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Dealing With Dispute With: yes
- Received Written Irs Notice: yes
- Deadline File Tax Court: yes
- Want Challenge Irs In: yes
- Dispute About U.S. Federal: yes
- Taxpayer Involved, Or Authorized: yes
See the lead your team receives
Tax Court Litigation 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 tax court litigation workflows
| Cliont capability | Tax Court Litigation application |
|---|---|
| Conditional question branching | Skips deeper litigation questions once a prospect confirms the dispute is state-only, since Tax Court has no jurisdiction there. |
| Document upload capture | Collects the actual IRS notice (Notice of Deficiency or Notice of Determination) before the consultation, so the attorney reviews the real document, not a summary. |
| Weighted lead scoring | Weights the open petition deadline and federal-vs-state answers heavily, since either one being wrong makes the matter unsuitable for Tax Court representation. |
| CRM routing | Sends leads with a confirmed notice, open deadline, and clear taxpayer standing directly to the CRM as consultation-ready. |
Common tax court litigation lead scenarios
Deficiency notice, deadline still open
A taxpayer received a Notice of Deficiency and confirms the petition window hasn't closed, and wants to litigate rather than pursue an IRS appeal. This combination scores highest and routes straight to the CRM.
Deadline already expired
A prospect wants to fight an IRS notice but the petition deadline has already passed. The intake still surfaces this so the firm can redirect them toward other remedies instead of booking a consultation on a case the court can no longer hear.
Dispute is state tax only
The disagreement turns out to be a state tax assessment, not a federal one. Since Tax Court has no jurisdiction here, this answer pulls the lead's score down sharply compared to a federal dispute.
Spouse acting for the taxpayer
An authorized representative or spouse is submitting the intake on behalf of the actual taxpayer, who received the notice. The intake confirms standing before the firm invests time reviewing the notice.
Undecided between appeal and litigation
The prospect has a valid notice and open deadline but hasn't decided whether to litigate or try an administrative appeal first. This nuance still qualifies the lead but flags that the consultation should cover strategy, not just deadline mechanics.
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- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
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More tax law intake templates
Tax Court Litigation lead-intake FAQs
How does the intake confirm the Tax Court petition deadline hasn't already passed?
The intake directly asks whether the deadline to file a Tax Court petition is still open, or whether the prospect is unsure and needs help confirming it. Because that deadline is jurisdictional and cannot be extended, this answer carries the same weight as the notice question in scoring.
What happens if the dispute is only about state taxes, not federal?
The U.S. Tax Court only has jurisdiction over federal tax matters, so the intake's federal-vs-state question is weighted heavily toward federal answers. A state-only dispute scores far lower since it isn't a fit for this practice area.
Can someone other than the taxpayer submit the intake?
Yes. The intake asks whether the submitter is the taxpayer or is authorized to act for them, such as a spouse, executor, or representative, so the firm knows standing before the consultation.
Does the intake collect a copy of the actual IRS notice?
Yes, prospects are asked to upload the written notice they want to challenge, such as a Notice of Deficiency or Notice of Determination, so the attorney can review the real document instead of a paraphrase.
What if a prospect hasn't decided between litigating and pursuing an IRS appeal?
The intake asks whether they want to challenge the IRS in court rather than only by phone, mail, or appeal. A prospect still leaning toward appeal scores lower on that question but can still qualify overall if the notice and deadline answers are strong.
How is this different from the Tax Controversy and Litigation solution?
Tax Controversy and Litigation covers broader IRS disputes including audits and appeals. This intake is specific to the Tax Court petition process, so it front-loads notice type, deadline status, and taxpayer standing rather than general controversy details.
Turn tax court litigation visitors into qualified cases
Give every tax court litigation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.