TFRP intake that captures signing authority up front
Prospective clients confirm whether the debt involves withheld payroll taxes, whether they received a TFRP notice or Form 2751, and whether they controlled the business bank account, so you see the personal liability picture before offering a consultation.
The exact intake your trust fund recovery penalty leads complete
This is the real 7-question guided intake for Trust Fund Recovery Penalty — the same flow your customers finish before you ever pick up the phone.
What a qualified trust fund recovery penalty lead should tell you
A Trust Fund Recovery Penalty case involves the IRS attempting to collect unpaid payroll taxes withheld from employees directly from an individual deemed a 'responsible person,' rather than from the business itself. Qualifying the lead means confirming the tax type, the IRS notice stage, and whether the prospective client had the authority and knowledge that make personal liability likely.
- Issue About Unpaid Payroll
- Received Notice, Letter, Or
- Owner, Officer, Partner, Manager,
- Have Ability Sign Checks,
- Know Payroll Taxes Were
- Irs Trying Collect Payroll
- Unpaid Payroll Taxes Happen
The questions your team needs answered
Every trust fund recovery penalty intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is the issue about unpaid payroll taxes (taxes withheld from employees’ paychecks) for a business? | Confirms the dispute is actually about withheld payroll taxes, the fact pattern this subservice exists to handle. |
| Have you received a notice, letter, or bill from the IRS mentioning a Trust Fund Recovery Penalty (TFRP) or Form 2751? | A notice referencing the TFRP or Form 2751 shows the IRS has already moved toward personal assessment, not just a business collection matter. |
| Were you an owner, officer, partner, manager, or someone with authority at the business during the time the payroll taxes were not paid? | Ownership or management authority during the unpaid period is a core factor the IRS uses to determine responsible-person status. |
| Did you have the ability to sign checks, approve payments, or control the business bank account during that time? | The ability to sign checks or control the account is often the deciding factor in whether someone can be held personally liable, regardless of title. |
| Did you know the payroll taxes were not being paid while other bills (like vendors, rent, or loans) were being paid? | Knowingly paying other bills while payroll taxes went unpaid speaks directly to the 'willfulness' element the IRS must establish. |
| Is the IRS trying to collect the payroll tax debt from you personally (not just from the business)? | Personal collection activity signals the case has moved past the business entity and needs a defense strategy for the individual now. |
| Did the unpaid payroll taxes happen within the last 10 years? | The age of the unpaid taxes affects collection statute considerations and how much urgency the matter carries. |
How Cliont scores trust fund recovery penalty leads
Every answer is weighted automatically — no manual review required.
Value signals
- Issue About Unpaid Payroll: yes
- Received Notice, Letter, Or: yes
- Owner, Officer, Partner, Manager,: yes
- Have Ability Sign Checks,: yes
- Know Payroll Taxes Were: yes
- Irs Trying Collect Payroll: yes
See the lead your team receives
Trust Fund Recovery Penalty 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 trust fund recovery penalty workflows
| Cliont capability | Trust Fund Recovery Penalty application |
|---|---|
| Conditional branching | If the prospective client answers no to the payroll-tax question, the intake can skip the responsible-person and authority questions entirely instead of walking them through a case type that doesn't apply. |
| Document upload | Clients can attach the IRS notice or Form 2751 they received, giving the attorney the actual document referenced in the intake before the first call. |
| Weighted scoring | Ownership, signing authority, and knowledge of nonpayment carry the heaviest weights, so leads describing a genuine responsible-person fact pattern rise above vague payroll tax questions. |
| CRM routing | Leads confirming both an IRS notice and personal collection activity route to the CRM tagged for immediate review rather than sitting in a general inquiry queue. |
Common trust fund recovery penalty lead scenarios
Officer received Form 2751
A business owner with signing authority already has an IRS notice referencing the TFRP, and the IRS is now pursuing them personally — this combination scores as high priority.
Employee with no bank access
Someone worked at the business during the unpaid period but had no title, no signing authority, and no IRS notice yet, which weakens the responsible-person case.
Old payroll debt, business closed
The unpaid taxes date back well over ten years and the business no longer operates, changing the collection posture the intake surfaces for review.
Personal levy already started
The IRS is collecting from the individual personally rather than the business, even though the client is unsure whether they knew about the nonpayment at the time.
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- 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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- Charged only for submitted leads
More tax law intake templates
Trust Fund Recovery Penalty lead-intake FAQs
How does the intake identify who might be a 'responsible person'?
It asks whether the prospective client held an ownership, officer, or management role and whether they could sign checks or control the business bank account, since both factors drive TFRP liability.
Does the intake confirm the IRS has actually raised a TFRP, not just a general payroll tax bill?
Yes — one question asks directly whether the client received a notice, letter, or bill referencing the Trust Fund Recovery Penalty or Form 2751.
What if the person had check-signing power but no formal title?
The intake asks about signing and payment authority as a separate question from ownership or title, so bookkeepers or controllers with account control still surface as relevant.
Will the intake screen out disputes that aren't about payroll tax at all?
Yes — the first question confirms whether the issue involves taxes withheld from employees' paychecks, which is the core fact pattern this subservice is built around.
How does the intake handle older payroll tax debts?
It asks whether the unpaid taxes occurred within the last ten years, which matters for collection timing and case strategy.
Can the intake tell me if the IRS is already collecting personally?
Yes — a dedicated question asks whether the IRS is pursuing the debt from the individual rather than only the business, which is a strong signal of case urgency.
Turn trust fund recovery penalty visitors into qualified cases
Give every trust fund recovery penalty visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.