THE STARTING POINT
A research record
- Filing matches initial research criteria
- Contactability still needs checking
- No expressed interest established
- No consultation attended
FOR TAX-RESOLUTION FIRMS / PRICING & MEETING ECONOMICS
Qualified tax
consultations.
Pay when
they attend.
We identify taxpayers with newly filed federal tax liens in your agreed counties, handle outreach and qualification, and arrange consultations with people who agree to discuss their tax issue.
See your meeting economics ↗Discuss your counties →PAY FOR THE CONVERSATION
Research recordNot a meeting
Calendar bookingNot attendance
Prospect no-showNo meeting fee
The billable eventQualified.
Attended.
Attended.
Your team assesses the case and handles the engagement. Qualification, attendance evidence and pricing are agreed before launch.
New filingInterest confirmedConsultation attended
Qualification agreed upfrontAttendance documentedNo-show meetings aren’t billed
01 / THE VALUE OF A CONVERSATION
What would a new
client be worth
to your firm?
Start with your own numbers. See what qualified consultations would need to produce to make economic sense—not just fill your calendar.
YOUR SCENARIO / USD
Modeled collected revenue—
Meeting spend—
Expected new clients*—
Meeting cost per acquired client—
Revenue / meeting spend—
Total acquisition cost / client—
Contribution after acquisition—
Contribution includes your assumed delivery margin and entered acquisition costs. It is not net profit; overhead, taxes and other costs may remain.
A planning scenario, not a quote or forecast. Volume, conversion and revenue are not guaranteed. *Expected clients may be fractional. Revenue is collected case revenue, not tax debt, signed contract value or pipeline. Collection may occur over time.
How this calculator works
Expected clients = attended consultations × close rate. Revenue = expected clients × collected revenue per client. Meeting cost per client = meeting spend ÷ expected clients. The revenue multiple is revenue ÷ meeting spend—not profit ROI. In the expanded view, contribution = revenue × gross margin − meeting spend − other acquisition costs. Contribution ROI divides that contribution by total acquisition spend. Break-even close rate divides total acquisition spend by consultations × collected revenue per client × gross margin; above 100% is infeasible. Undefined ratios display “—”.
Keep the cohort and attribution consistent: follow clients arising from the same consultations through your chosen collection window. No attendance multiplier is applied because your input already counts attended consultations.
Case-value context: TaxCure’s cost guide describes typical total fees of $3,500–$5,500 for individual cases and $5,000–$7,000 for business cases. That is pricing context—not evidence of Plinko results or your collections. Replace the assumptions with your firm’s experience.
02 / FROM RECORD TO CONVERSATION
A lien signals an issue.
Not a raised hand.
A filing isn’t a request for help. The value is in the work between finding a relevant record and arranging a consultation with someone who agrees to talk.
THE DELIVERABLE
An attended consultation
- Taxpayer or authorized decision-maker verified
- Interest in discussing tax-resolution help confirmed
- Appointment and case-fit criteria agreed
- Attendance documented against the agreement
Explore the work behind the handoff.
Research and outreach are scoped to available sources, permitted data use, applicable contact rules and agreed coverage. A public filing does not establish consent to contact.
03 / COMPARE WHAT COUNTS
The cheapest record
isn’t always the
lowest-cost client.
A record, an inquiry, a booking and an attended consultation are different deliverables. Compare the same unit before comparing prices.
Compare your acquisition costs
Enter your own spend and acquired-client counts for a consistent cohort. There are no prefilled competitor benchmarks.
| Acquisition model | Cohort spend ($) | Clients acquired | Cost / client |
|---|---|---|---|
| Direct mail | — | ||
| In-house teamInclude payroll, lists and tools | — | ||
| Retainer agencyInclude your internal costs | — | ||
| Your Plinko scenarioModeled, not observed | — | — | — |
The Plinko comparison includes the calculator’s “other acquisition costs,” even when the expanded controls are closed. Enter equivalent cost categories for every channel.
04 / A FOCUSED START
Start with a pilot.
Earn the expansion.
Test the fit, the handoff and your acquisition economics before deciding whether to expand. No new software platform for your team to learn.
PAY PER QUALIFIED ATTENDED CONSULTATION
A clear deliverable.
A bounded commitment.
We scope a pilot around your case criteria, available coverage and consultation capacity.
MarketAgreed counties and case profile
DeliveryQualified consultations that take place
BudgetWritten rate, target and review window
Next stepReview results before expanding
05 / A HANDOFF YOUR TEAM CAN USE
Start with context.
Not a cold record.
Your team receives the qualification context needed to conduct the consultation. Your tax professionals retain responsibility for case assessment and resolution options.
EXAMPLE CONSULTATION BRIEFAwaiting attendance
- Case category
- Business tax issue
- Geography
- Within agreed county coverage
- Research threshold
- $10,000+ assessed liability
- Decision-maker
- Authorized business representative
- Consultation interest
- Wants to discuss tax-resolution help
- Appointment
- Agreed time · assigned intake rep
- Qualification
- Agreed checklist completed
- Attendance
- Not yet recorded
Example only. Not a real taxpayer, booking or client record.
A booking alone is not a billable attended consultation.
Define fit before the first call.
- New federal tax lien against the taxpayer
- Agreed liability threshold and geography
- Business or individual case criteria
- Existing-pipeline deduplication
- Interest and decision-making authority confirmed
- Existing representation and other exclusions reviewed
Business cases with identified payroll or trust-fund exposure can be prioritized where they fit your agreed scope. No particular tax outcome is implied.
What happens if the prospect does not attend?
A no-show is not billed as an attended consultation. Replacement handling and any delivery window are set out in your agreement. A replacement consultation is billable only if it qualifies and takes place.
What if a consultation fails the qualification checklist?
Qualification is defined in writing before launch. A consultation that fails that agreed checklist does not qualify for the meeting fee. The agreement defines the evidence and review process for resolving a dispute.
Do these taxpayers already want help?
The initial filing does not establish interest. Outreach and qualification come next. In the consultation service, a taxpayer must agree to discuss their issue before a meeting is arranged.
Do you guarantee signed clients or revenue?
No. We define delivery around qualified attended consultations. Your conversion, collected fees, delivery costs and client outcomes depend on your firm and the circumstances of each case. The calculator is a planning tool, not a forecast.
Can we use our existing intake workflow?
Yes—the handoff is scoped around your existing calendar and intake process. We agree on owners, availability, attendance tracking and follow-up responsibilities before launch.
06 / THE FIT CONVERSATION
Bring your counties.
Bring your criteria.
Let’s assess the fit.
Tell us the cases you serve, your consultation capacity and your current acquisition economics. We’ll assess coverage and whether a focused pilot makes sense.
Defined case profileAvailable intake capacityClear follow-up ownerAttendance and sales tracking
Discuss your counties and case criteria ↗A fit conversation, not a commitment. Coverage and potential volume are assessed before launch. Signed clients and tax outcomes are not guaranteed.