Tax planning intake that captures upcoming financial changes up front
Cliont's intake asks prospective clients about upcoming financial changes, business or self-employment income, and multi-state or foreign income before they ever reach your calendar, and collects supporting income documents so you see the full picture before the first consultation.
The exact intake your tax planning business and personal leads complete
This is the real 6-question guided intake for Tax Planning Business and Personal — the same flow your customers finish before you ever pick up the phone.
What a qualified tax planning business and personal lead should tell you
Proactive, forward-looking tax strategy for individuals and business owners aimed at reducing future tax liability, distinct from routine return preparation or resolving a past-due IRS matter.
- Help Reduce Future Taxes
- Tax Related U.S. Federal
- Expect Major Financial Change
- Have Business Or Self-Employment
- Have Income Or Assets
- Willing And Able Share
The questions your team needs answered
Every tax planning business and personal intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you looking for help planning to reduce future taxes (not just filing a return)? | Distinguishes prospects who want proactive tax strategy from those who just need a past-due return filed, which is the core fit filter for a planning engagement. |
| Is your tax planning related to U.S. federal or state taxes? | Confirms the matter sits under U.S. federal or state tax law rather than a foreign jurisdiction outside the firm's scope. |
| Do you expect a major financial change in the next 12 months (such as selling a business or property, receiving stock/RSUs, starting a business, or a large bonus)? | An approaching liquidity or income event such as a business sale, RSU vesting, or large bonus usually means real, fee-generating planning work is needed soon. |
| Do you have business or self-employment income (including a side gig) or own a business entity (LLC, S-corp, partnership, or corporation)? | Business or self-employment income points to entity-level planning complexity rather than a simple personal-only plan. |
| Do you have income or assets in more than one state or outside the U.S. (such as foreign accounts, foreign income, or living/working abroad)? | Multi-state or foreign income flags added complexity that may call for SALT or international-tax coordination before the first consultation. |
| Are you willing and able to share basic financial details (income sources, approximate amounts, and documents) so a professional can create a plan? | Willingness to share income sources and documents predicts whether the prospect will actually engage in the planning process rather than just inquire. |
How Cliont scores tax planning business and personal leads
Every answer is weighted automatically — no manual review required.
Value signals
- Help Reduce Future Taxes: yes
- Tax Related U.S. Federal: yes
- Expect Major Financial Change: yes
- Have Business Or Self-Employment: yes
- Have Income Or Assets: yes
- Willing And Able Share: yes
See the lead your team receives
Tax Planning 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 planning business and personal workflows
| Cliont capability | Tax Planning Business And Personal application |
|---|---|
| Conditional scoring logic | A yes on the major financial change question (selling a business, RSU vesting, new venture, large bonus) is weighted near the top of the catalog, so leads with a real near-term trigger surface above general inquiries. |
| Document collection | The willingness-to-share-financials question triggers a request for income documents, so you receive supporting paperwork alongside the intake instead of chasing it down on the first call. |
| Lead routing to CRM | Leads with business income or multi-state/foreign income can be tagged distinctly in your CRM so they're routed to the attorney handling entity or cross-border planning rather than a generalist. |
| Fit filtering before booking | A no on wanting proactive planning (versus just filing a return) keeps that prospect from consuming a consultation slot meant for planning engagements. |
Common tax planning business and personal lead scenarios
Business owner planning an exit
Owns an entity, expects to sell within 12 months, and is willing to share financial details — the combination of business income, an upcoming financial change, and disclosure willingness pushes this straight to the top of the queue.
Executive with upcoming RSU vesting
No business entity, but a large stock vesting or bonus event flags a near-term planning need even though the profile looks purely personal rather than business.
Multi-state or foreign income prospect
Answers yes to holding income or assets outside their home state or abroad, which the intake surfaces so you can decide whether the matter needs SALT or international-tax coordination before booking.
Return-only filer, not planning
Says no to wanting proactive planning and is really looking for return preparation help, so the intake scores this lower rather than routing it as a planning engagement.
Prospect withholding financial details
Has a strong profile on paper — business income, an upcoming change — but declines to share income sources or documents, a signal that they may not be ready to engage even if the underlying facts look promising.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book matters
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
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
Tax Planning Business and Personal lead-intake FAQs
How does the intake separate someone who wants planning from someone who just needs a return filed?
The first question asks directly whether the prospect wants help reducing future taxes rather than filing a past return, and a no answer scores the lead much lower so it doesn't read as a planning-ready match.
Will the intake tell me if a lead has multi-state or foreign income before I take the call?
Yes — one question specifically asks about income or assets in more than one state, foreign accounts, or living/working abroad, so you know upfront whether the matter may need SALT or international-tax coordination.
What happens if a prospect won't share financial details?
That question is weighted lower than most others in the catalog, so a lead who is unwilling to share income sources and documents scores lower overall even if other answers look strong, since it predicts follow-through.
Can the intake flag someone with a business sale or liquidity event coming up?
Yes — the intake asks about a major financial change in the next 12 months, such as selling a business or property or receiving stock or a large bonus, and weights that answer among the highest in the catalog.
Does this intake cover both personal and business tax planning, or do I need a separate one?
It covers both in a single flow — the same intake asks about business or self-employment income and about personal financial changes, so you don't need separate forms for individual and business planning prospects.
How is this different from your Entity Tax Structuring or International Tax intake?
This intake is built for general forward-looking planning across personal and business situations, while the Entity Tax Structuring and International Tax pages use their own catalogs focused specifically on entity choice or cross-border complexity — route a lead to whichever matches what they actually need.
Turn tax planning business and personal visitors into qualified cases
Give every tax planning business and personal visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.