We find, qualify and book tax consultations.
Your team takes the call.
A filing is the starting point. Not an inquiry.
01 / THE VALUE OF A CONVERSATION
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
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.
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–$7,000 for business cases. That is pricing context—not evidence of Plinko results or your collections. Replace the assumptions with your firm’s experience.
02 / FROM RECORD TO CONVERSATION
A filing isn’t a request for help. The value is in the work between finding a relevant record and arranging a consultation with someone who agrees to talk.
THE STARTING POINT
A new tax-lien filing may match your case criteria, but it doesn’t tell us whether the taxpayer wants help. We still need to check how we can contact them and find out whether they are interested in speaking with your firm.
THE DELIVERABLE
We confirm that we’re speaking with the taxpayer or an authorized decision-maker, check the agreed case criteria and arrange a consultation with their agreement. Once they attend, we record the evidence needed to review the meeting fee.
Explore the work behind the handoff.
Research and outreach are scoped to available sources, permitted data use, applicable contact rules and agreed coverage. A public filing does not establish consent to contact.
03 / COMPARE WHAT COUNTS
A record, an inquiry, a booking and an attended consultation are different deliverables. Compare the same unit before comparing prices.
Enter your own spend and acquired-client counts for a consistent cohort. There are no prefilled competitor benchmarks.
| Acquisition model | Cohort spend ($) | 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
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
We agree on the counties and case profile your firm wants to serve, then check the available coverage against your consultation capacity.
Your proposal sets the rate, target and review window for qualified consultations that take place. At the end of that window, we review the results together before deciding whether to expand.
05 / A HANDOFF YOUR TEAM CAN USE
Your team receives the qualification context needed to conduct the consultation. Your tax professionals retain responsibility for case assessment and resolution options.
Example only. Not a real taxpayer, booking or client record.
A booking alone is not a billable attended consultation.
Business cases with identified payroll or trust-fund exposure can be prioritized where they fit your agreed scope. No particular tax outcome is implied.
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.
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.
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.
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.
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
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.
A fit conversation, not a commitment. Coverage and potential volume are assessed before launch. Signed clients and tax outcomes are not guaranteed.