Industries Financial & Regulated Markets
Tax Resolution & Credit Counseling
For tax resolution firms, Enrolled Agents, tax attorneys and credit counselors who should be representing clients, not qualifying them.
The Metric We Own
Qualified consultations and signed engagements
This industry's reputation was damaged by callers promising "pennies on the dollar," and the IRS warns taxpayers about those sellers every year. We gather facts and leave every forecast to your licensed team.
How a lead becomes a verified result
- 1
Dial
Outbound lists, including tax lien data, and inbound calls from tax-notice campaigns, which often convert better because the notice has created urgency.
- 2
Qualify
- Federal and state balances owed, typically $10,000+
- IRS notices received: levy, lien, wage garnishment
- Tax years involved and unfiled returns
- Employment or business situation
- Ability to pay for representation
- 3
Disclose
Reps read your approved disclosures and make clear they are not tax professionals. They never create false urgency or suggest a deadline that does not exist.
- 4
Hand off
Consultations go straight into your EA's or attorney's calendar, with the verified facts attached.
- 5
Second-voice QA
Every call is scored, and an independent QA caller re-confirms the details. Anything that can't be re-confirmed isn't delivered.
- 6
Learn
Rejected leads come back with a reason. That feedback goes into your next report and the next round of training.
What our reps never do
- Promise reductions or forgiveness
- Say someone qualifies for an Offer in Compromise or any program
- Use "pennies on the dollar" language
- Forecast IRS decisions
- Give tax advice
Retention & after-sale desk
- Onboarding calls
- Chasing missing returns, W-2s and bank statements
- Appointment reminders
- Status update calls
What we need to start
- Licensed professionals and states
- Minimum balance and criteria
- Approved scripts and disclosures
- Practitioner calendars
- CRM or case software access
100% Upfront Managed Infrastructure Retainers
Debt, Tax & Loans retainers
Priced for word-for-word disclosures, compliance-approved scripts and stricter QA review.
Apex Launch
1 dedicated seat
$3,482 / mo
12–22 pre-qualified intakes / mo
Growth Engine
2 dedicated seats
$5,478 / mo
24–40 pre-qualified intakes / mo
Dominance Hub
3 dedicated seats
$7,474 / mo
40–60 pre-qualified intakes / mo
Paid upfront each month. Enterprise Seats $1,982 each beyond 3. One-time setup fee quoted before you sign. No long-term contract. Expected Campaign Benchmarks are not guarantees: actual results vary based on market conditions, list freshness, caller script approval and your offer.
Tax Resolution & Credit Counseling questions
This page describes how we work. It is not legal advice. Rules vary by state and province and change often, so your counsel approves every script before we dial.
Do callers make promises regarding tax reduction or Offer in Compromise?
No. Callers gather factual data about tax notices and income status. They never predict savings or promise IRS debt forgiveness.
Why are you so strict about language?
The IRS regularly warns taxpayers about Offer in Compromise "mills" that mislead people about what they qualify for. A firm's reputation and license are on the line on every call, so our reps stick to facts and leave eligibility to your practitioners.
Do you handle inbound tax-notice calls?
Yes. Inbound campaigns are staffed to your hourly call volume, and every call recording is linked back to the campaign that produced it.
What happens after a client signs?
Our team can keep the file moving: onboarding calls, document chasing and reminders, so your EAs and attorneys stay on representation.
Do you work credit counseling campaigns too?
Yes. They run under the same rules: facts only, your disclosures, and every recommendation left to your certified counselors.
What does QA check?
That disclosures were read, balances and notices match, and no outcome was promised. Any call that crosses the line is escalated the same day.
How fast can this campaign go live?
Most teams are dialing 3 to 7 business days after signing and onboarding. Larger floors can take up to 10. We start with a soft launch while call scoring is calibrated to your criteria, then ramp to full volume.
What does it cost?
Debt, Tax & Loans retainers start at $3,482 a month for one dedicated rep on Apex Launch, with Growth Engine at $5,478 and Dominance Hub at $7,474, all paid upfront. Hourly callers, closers, disposition managers and skip tracing can be added or bought on their own. A one-time setup fee is quoted before you sign.
Can I listen to my team and review the calls?
Yes. Every call is recorded and scored. You can review any recording, listen in during a scheduled session, and see volume, contact rate and results in your reports: weekly on Apex Launch, daily on Growth Engine and Dominance Hub.
Tell us the number you need to move.
Build your plan, pick your tools, and we'll come to the call with a floor plan and launch date.