AI for Tax Relief Lead Qualification.

Tax relief is a high-payout vertical, but the cost of non-qualified calls is even higher. If your floor is spending 10 minutes talking to someone who only owes $2,000 to the IRS or has no current notices, that's media spend and closer time down the drain.

At $110+ per qualified transfer, you can't afford "junk connects"—people who aren't the decision-maker, don't meet the debt minimum, or aren't ready to engage professional help. Even with offshore screeners, you're paying a "floor tax" for every minute they spend on non-billable connects.

Klariqo's automated pre-qual layer filters the front of your funnel, ensuring your closers only pick up when a billable transfer is on the line.

The AI handles the heavy lifting of IRS eligibility screening in a natural, empathetic conversation. It identifies high-intent tax debt leads while filtering out the noise.

Tax Debt Eligibility:

• Confirms total tax debt (IRS or State) meets your buyer's threshold (typically $10k+).
• Identifies the type of debt (Personal Income, Payroll, etc.) to ensure a match.
• Checks for active IRS actions (liens, garnishments, or recent notices).

Situation & Intent:

• Verifies the caller is up-to-date on filings or ready to file.
• Checks for existing installment agreements that may disqualify the transfer.
• Confirms the caller is the person responsible for the debt.

Readiness to Engage:

• Verifies the caller is actively looking for professional resolution.
• Ensures they are ready to speak with a tax specialist now.

Klariqo plugs directly into your VICIdial, , or SIP dialer as a remote extension. No complex API builds or new trunks required.

1. Add the Extension: We provide a SIP address. Your admin adds it to your dialer like a remote human agent.
2. Configure Your Rules: We tune the AI to your specific debt thresholds and IRS notice requirements.
3. Automate the Filter: Your dialer routes answered calls to the AI first. Billable leads get warm-transferred; junk gets dropped.

Eliminating the "floor tax" on tax relief screening can save your agency thousands in operational waste every month.

Human rates include wages, dialer licenses, and management overhead.

By detecting answering machines in 4 seconds and instantly handling DNC requests, you protect your warmed numbers and your media ROI simultaneously.

Tax relief requires strict adherence to privacy and federal guidelines.

• Non-Advisory Intake: The AI never provides tax advice or promises specific outcomes like an "Offer in Compromise." It only determines eligibility for transfer.
• Data Privacy: All calls are recorded and transcribed with 10-year retention capability to meet high-scrutiny compliance audits.
• TCPA & FCC: Full consent documentation and sub-500ms response times to ensure a natural, compliant caller experience.

Tax Relief Law Firms: Stop burning your expensive in-house intake team on raw leads. Use a SIP extension to deliver only pre-screened, $10k+ debt transfers.

Pay-Per-Call Publishers: Improve your buyer's conversion rates and eliminate chargebacks by delivering 100% qualified tax debt transfers.

BPO Operators: Handle the seasonal surges in tax-related search volume without hiring a single extra screener.