Free dialer with our CRM, forever Next drop 14h 14m 45s
Say who you are and your firm, remind them they asked for help, then ask short questions: IRS, state or both, about how much, what the letter says, are all returns filed, and is money being taken now. Then book a time to review their file.
A simple open: "Hi, this is [your name] with [your firm]. You asked for help with a tax balance. Is now an OK time for two minutes?"
If they ask "Is this the IRS?": "No. We are a private firm." Never let anyone think you are the government.
Never promise a result, an amount or "pennies on the dollar." Say "Let us look at your file first, then we can talk about your real options."
Updated October 2026. Market prices are list prices from public seller pages. Results depend on your firm. Not every lead becomes a case.
