See the IRS deadline and standing before the consultation
Ask whether they've received an IRS or state notice, when the response deadline falls, and who has authority to act for the taxpayer, then collect supporting tax returns, letters, and records before the lead ever lands as a scored entry in your CRM.
The exact intake your tax opinions and appeals leads complete
This is the real 8-question guided intake for Tax Opinions and Appeals — the same flow your customers finish before you ever pick up the phone.
What a qualified tax opinions and appeals lead should tell you
Written legal analysis of how tax law applies to a client's situation (a tax opinion), or representation challenging an IRS or state tax agency notice, audit finding, or denial through the appeals process.
- Tax Issue Related U.S.
- Received Notice, Bill, Audit
- There Deadline Coming Up
- Taxpayer Involved, Or Authorized
- Amount At Stake Significant
- Disagree With Tax Agency’S
- Have Documents Or Information
- Legal Help With Tax
The questions your team needs answered
Every tax opinions and appeals intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is your tax issue related to U.S. federal or state taxes (not a tax issue in another country only)? | Confirms the matter is a U.S. federal or state tax issue rather than a foreign-only tax dispute you likely don't handle. |
| Have you received a notice, bill, audit letter, or other written decision from the IRS or a state tax agency that you want to challenge? | A written notice, audit letter, or decision means there's an actual agency action to appeal, not just a general tax question. |
| Is there a deadline coming up (or already missed) to respond, appeal, or file paperwork with the IRS or state tax agency? | An upcoming or missed deadline signals how quickly the matter needs attorney attention before rights or appeal windows close. |
| Are you the taxpayer involved, or are you authorized to act for the taxpayer (for example, as a spouse, parent/guardian, executor, or with a power of attorney)? | Confirms the person has legal standing to act on the taxpayer's behalf, which determines whether you can even take instructions from them. |
| Is the amount at stake significant to you (for example, you owe money, face penalties/interest, or risk a refund being denied)? | Shows whether enough money, penalties, or a refund is on the line to justify the time and cost of representation. |
| Do you disagree with the tax agency’s position because you believe the tax was calculated wrong or the law was applied incorrectly? | Indicates there's a genuine legal or factual disagreement with the agency's position, not just confusion about a bill. |
| Do you have documents or information to support your position (such as tax returns, letters, receipts, bank records, or accounting records)? | Existing documentation such as returns, receipts, or bank records shows whether the position is easy or difficult to support in an appeal. |
| Are you looking for legal help with a tax opinion (written guidance about how tax rules apply to your situation) or with an appeal/dispute process (not just basic tax preparation)? | Separates prospects who need a written tax opinion or dispute help from those really just looking for basic tax return preparation. |
How Cliont scores tax opinions and appeals leads
Every answer is weighted automatically — no manual review required.
Value signals
- Tax Issue Related U.S.: yes
- Received Notice, Bill, Audit: yes
- There Deadline Coming Up: yes
- Taxpayer Involved, Or Authorized: yes
- Amount At Stake Significant: yes
- Disagree With Tax Agency’S: yes
See the lead your team receives
Tax Opinions and Appeals 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 opinions and appeals workflows
| Cliont capability | Tax Opinions And Appeals application |
|---|---|
| Branching logic | Routes leads down an opinion-request path or a dispute/appeal path based on their answer to whether they need a tax opinion or appeal help. |
| Document upload capture | Collects notices, prior returns, and supporting financial records tied to the taxpayer's dispute before a consultation is booked. |
| Weighted scoring engine | Applies higher weight to notice status, deadline urgency, and taxpayer standing so deadline-driven appeals rise above general inquiries. |
| CRM lead routing | Sends only leads with confirmed taxpayer standing and a genuine dispute or opinion need directly into your CRM, labeled with the matter type. |
Common tax opinions and appeals lead scenarios
Audit deadline about to lapse
Client already has an IRS audit letter and a response deadline within days; intake flags the urgent deadline and confirms taxpayer standing before booking a consultation.
Forward-looking tax opinion request
Prospect has no notice or dispute yet, just wants written guidance on how a rule applies to a planned transaction; intake routes this differently from an active appeal.
Inquiry without authority to act
A relative wants help with someone else's tax bill but isn't the taxpayer and has no power of attorney; intake flags the missing standing so you can request authorization before scheduling time.
Foreign-only tax dispute
The issue involves only a foreign tax authority, not the IRS or a U.S. state; intake screens this out early since it falls outside the scope this practice handles.
Disputed calculation with records ready
Taxpayer disagrees with how their liability was calculated and already has returns, receipts, and bank records; intake surfaces the strong evidentiary position before the first call.
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- AI-powered voice bot
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- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
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- Charged only for submitted leads
More tax law intake templates
Tax Opinions and Appeals lead-intake FAQs
How does the intake separate a request for a tax opinion from an appeal?
One question asks directly whether the prospective client wants written guidance on how tax law applies (a tax opinion) or help disputing an existing notice (an appeal), so the lead lands in your CRM already labeled by matter type.
What happens when the person filling out the form isn't the taxpayer?
The intake asks whether the person is the taxpayer or has authority to act, such as a spouse, executor, or power of attorney; a 'no' answer is weighted low so you can see standing issues before offering a consultation.
Can the intake catch a deadline that's about to be missed?
Yes, one question asks directly whether a response or appeal deadline is upcoming or already missed, and that answer carries a high score weight so time-sensitive matters surface first.
What documents does the intake collect before the consultation?
It asks whether the prospective client has documents such as tax returns, notices, receipts, or bank records to support their position, and you can require uploads of those materials.
Does the intake filter out purely foreign tax matters?
Yes, the first question confirms the issue involves U.S. federal or state tax rather than another country's tax system only, so non-U.S.-only matters score low.
How is the amount at stake reflected in lead scoring?
The intake asks whether the amount at stake, such as taxes owed, penalties, interest, or a denied refund, is significant to the prospective client, and that answer contributes to the overall priority score.
What if someone just wants basic tax return preparation?
The intake asks whether they're seeking a tax opinion or appeal help rather than tax preparation, and answering 'no' to that distinction is weighted very low so prep-only requests don't take consultation time.
Turn tax opinions and appeals visitors into qualified cases
Give every tax opinions and appeals visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.