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TaxClosers / Help

Questions and answers.

Short answers about leads, pricing, your account, and team accounts.

Leads

What is an aged tax debt lead?

An aged lead is a person who asked for help with a tax debt more than 30 days ago. Tax debt does not go away fast: the IRS usually has 10 years to collect, so many still need help. Aged leads cost less: $3 a lead at 1 to 3 months, $2 at 3 to 6 months and $1 at 6 months to 2 years.

Source: Are aged tax leads worth it? · IRS: time IRS can collect tax

Are these real people?

Yes. Each one asked for help with a tax debt of $10,000 or more and agreed to be called by tax firms. Every lead has a consent certificate.

Source: What is a consent certificate? · FCC: telemarketing and robocalls

Who can buy leads on TaxClosers?

Tax resolution firms, enrolled agents, CPAs and tax attorneys. Your firm must have an attorney, CPA or enrolled agent on staff who handles IRS work. You add your credential when you sign up.

Source: Who can represent a taxpayer before the IRS? · 31 CFR Part 10 (Circular 230) · IRS: Directory of Federal Tax Return Preparers

How many firms get the same lead?

An exclusive lead goes to one firm while it is fresh. Shared and aged leads can go to more than one firm, and they cost less. Every lead shows how many times it was sold.

Source: How many times tax leads are sold

What do I get with each lead?

Name, phone, email, city, state, amount owed, who they owe (IRS, state or both), the notice they got when they told us, lead type, lead age, and the consent certificate.

Source: How TaxClosers works

Which states do you cover?

All 50 states and Washington, DC. Each state page lists its calling hours and do not call rules.

Source: Leads by state · IRS: Directory of Federal Tax Return Preparers

When do new leads drop?

Every day at 9:00 AM and 2:00 PM Central. Turn on text or email alerts to get pinged for your states and lead types.

Source: How fast to call a tax lead

Do lead prices change over time?

Yes. Prices drop as leads age. Fresh leads are under 30 days old. After that: $3 a lead at 1 to 3 months, $2 at 3 to 6 months and $1 at 6 months to 2 years. We never sell a lead older than 2 years.

Source: Pricing

What happens to leads I never call?

If nobody calls or touches a lead for 30 days, we flag it and alert you and your team leader. If it is still untouched 30 days later, it goes back into rotation. One call or note keeps it yours.

Source: Bad number and lead policy

Pricing

How much do tax debt leads cost on TaxClosers?

Leads start at $1 each. By the lead: $3 a lead at 1 to 3 months, $2 at 3 to 6 months and $1 at 6 months to 2 years. Rookie $199 for 200 leads. Starter Pack $499 for 250 leads. Pro Pack $1,199 for 600 leads. Agency Pack $3,490 for 2,000 leads. Fresh exclusive leads start at $85. Every pack shows the price per lead.

Source: Pricing · What tax debt leads cost

Do you have a subscription?

Not for leads. Every pack is a one time buy. The CRM is a monthly plan you can cancel any time.

Source: Pricing

What is the wallet?

Load money ahead and pay for packs in one tap. What you load is what you can spend: load $500 and you have $500. Credit never expires.

Source: Buy leads

What if a number is bad?

All sales are final. Tap Report bad number on the lead within 72 hours of delivery. If the number is disconnected or not in service, you get wallet credit. Credits are capped at 10% of a pack.

Source: Bad number policy · Bad number credit

Account

Do I need an account to buy?

Yes. It takes about a minute. You enter your name, email, mobile, a password and your credential, then confirm your phone with a text code.

Source: Buy leads

Can I send leads to my own CRM?

Yes. Download a CSV of any order, or send each new lead to your CRM with a webhook URL from Settings.

Source: The TaxClosers CRM

Is there a CRM?

Yes. Every new account gets the full CRM and dialer free for 3 days. Start the CRM within 3 days of making your account and it is $19.99 a month while it stays on. After that it is $49.99 a month. The dialer is free with the CRM, forever. No plan? We email you every lead as a CSV so you can dial them on your own.

Source: The TaxClosers CRM

Team leaders

How does the team leader program work?

Register your firm, and once we approve it you get a leader login and your own team link. Everyone who signs up on your link joins your team. Your leader terms are inside Agency HQ.

Source: Team leaders

How do I register my firm?

Fill out the firm form with your name, firm name, your credential, how many callers you have and the states you work. We review firms and email you your login and team link.

Source: Team leaders

How do I invite my team?

In Agency HQ, paste every phone number and email, or upload a list. Each person gets your team link by text or email, and you can see who opened it, who joined and who bought.

Source: Team leaders

Do team leaders pay for the CRM?

Yes. Everyone pays for their own CRM: team members and team leaders. Leader HQ opens once your Team CRM plan is on. Start it within 3 days of making your leader account and it is $19.99 a month while it stays on. After that it is $49.99 a month.

Source: The TaxClosers CRM

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