๐Ÿงพ Tax Resolution Leads

LeadsDataServices — Your One-Stop Data Solution Provider

How It Works

Our proprietary lead model pinpoints prospects who are excellent candidates for tax debt reduction services. By utilizing our advanced analytic abilities along with our defined demographics. We strategically market to those who are relevant and most likely to respond. Creating an efficiency lead cycle you can rely on.

Filter Criteria

  • Nationwide coverage
  • Delinquent federal or state taxes
  • Minimum tax debt: $10,000+
  • Income verification
  • Employment status
  • Filing status check
  • Requested tax resolution information

Script Validation

Introduction

Hi, may I speak with (First Name)?

Reason for Call

Mr./Ms. ______, this is _______ from the tax resolution savings network. The reason for my call today is that you inquired about a free, no obligation tax resolution assessment.

Qualifying Question

Do you have a moment right now for a free tax assessment? (Must be "YES" to initial question)

Rebuttal (I'm not interested)

If you could significantly reduce your tax debt and stop IRS collections...Would you consider a tax resolution program (contact name)? (Must be "YES", If "NO" → Reject)

Qualification Questions
  1. Name, address, phone #?
  2. Total tax debt owed?
  3. Federal, state, or both?
  4. How many years of back taxes?
  5. Currently employed?
  6. Monthly income?
  7. Have you been contacted by the IRS?
  8. Filing status?

If you can please provide your home or cell phone number as well, in case they can't reach you on this one?

Congratulations! You pre-qualify for a no-risk assessment. Do you have 10 minutes right now to speak with an agent?

Lead Example

DATE1/3/2020 11:24:06
LEAD REF4039854
FIRSTRobert
LASTMartinez
PHONE-1214-555-4444
PHONE-2214-333-2222
ADDRESS321 Main St.
CITYDallas
STATETX
ZIP75201
EMAILRobert.Martinez@example.com
TAX DEBT$35,000
TAX TYPEFederal
YEARS OWED3
INCOME$62,000
EMPLOYMENTSelf-Employed
IRS CONTACTYes - Notices
FILING STATUSSingle

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