Attributes for Tax Resolution
These attributes help assess the quality of inbound leads and identify which calls are likely to convert into clients needing tax resolution help:
- Detects keywords like "IRS", "back taxes", "tax debt", "audit", "wage garnishment", or "lien".
- Identifies phrases indicating urgency (e.g., “I need help now”, “IRS deadline tomorrow”, “I got a letter from the IRS”).
- Flags federal vs. state tax issues, personal vs. business tax debts, and other key details.
- Recognizes if the caller mentions the size of the debt, which helps qualify leads.
- Detects if callers meet certain criteria for resolution programs like Offer in Compromise or Installment Agreements.
- Identifies signs of hardship, which may indicate qualification for specific IRS programs.
Tax Resolution Services
agent metric attributes that drive resolution success
📋 Compliance Script Adherence
Maintains integrity and legal compliance during consultations.
- • Disclaims guaranteed results or legal representation
- • Discloses call recording and company status
- • Uses compliant and accurate language
🧾 Consultation Thoroughness
Ensures key financial and tax context is gathered for accurate resolution planning.
- • Identifies tax years, IRS notices, and debt type
- • Gathers income, assets, and hardship indicators
- • Assesses resolution eligibility upfront
✅ Proper Qualification Flow
Structured questioning confirms if the caller fits IRS resolution program criteria.
- • Confirms IRS debt amount and status
- • Screens for Offer in Compromise, Installment Agreements
- • Verifies willingness and ability to proceed
📞 Call to Action Given
Drives progress through next-step clarity and follow-up intent.
- • Requested tax returns or financial documents
- • Set appointments for deeper analysis
- • Provided enrollment or intake instructions
💡 Empathy & Rapport
Builds client trust by showing genuine concern and professionalism.
- • Active listening and calm tone
- • Empathetic responses to stress triggers
- • Reassurance without overpromising
📈 Conversion Indicators
Captures clear signals of deal momentum or close-readiness.
- • Scheduled financial assessment or follow-up
- • Call transferred to specialist or closer
- • Verbal commitment or intake started
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