Built for the people who fix IRS problems
- CPAs and CPA firms
- Enrolled agents (EAs), any state
- Tax attorneys, matched only to licensed states
- Resolution firms running full intake teams
How it works
We find taxpayers in trouble
Our monitoring system surfaces taxpayers actively looking for help with levies, garnishments, and unfiled years, nationwide, every day.
We screen every one
A trained specialist confirms the debt amount in writing and collects the IRS notice before anyone touches your calendar.
We book them for you
We book a time that fits your calendar and confirm with the prospect twice before the slot. You see everything we see.
You take the meeting
Your team calls the prospect at the scheduled time and closes the case. A no-show costs you nothing; only showed appointments draw your retainer.
Founding Firm offer, August only
Your first booked appointment is completely free, no card and no obligation. If it shows and you want more, you open an account then. When 10 firms are onboarded this offer ends; founding firms also lock this year's rates for 12 months.
One flat account fee. One retainer. Fees only when they show.
A flat $500 monthly account fee holds your place in the delivery line and includes your first calendar. You load a retainer, and each showed appointment draws it down at the price of that case's size. A no-show draws nothing. No credit math, no packages, no surprises.
Your account · $500/mo
$500/mo covers your ProspectorBuddy account and includes your first calendar, the live delivery line we actively book appointments into. Portal logins stay unlimited and free for your whole team either way. More volume comes from raising your monthly cap and opening more availability on that calendar, not from paying more. Need real operational separation, a second office, a second shift, or an isolated reliability score for a second closer team? Add a calendar for $50/mo, a small add-on that covers the ongoing cost of tracking a separate pace and score, not a second account. Pause or cancel anytime: your retainer is not refunded in cash, but the balance carries forward while your account is active.
Your retainer · $1,000 to open
Your retainer balance carries forward while your account is active. Each showed appointment draws the tier price below. No-show? Nothing is drawn. Top up whenever you like; set a monthly cap and we stop booking when you hit it. This is a prepaid service balance with ProspectorBuddy, not a client trust account or escrow; long-inactive balances are handled per applicable unclaimed-property law.
The three sizes of prospect you'll receive
This is not a menu. Every calendar receives all three sizes by default. The tier is set by the prospect's confirmed debt, not by anything you choose, and each showed appointment draws that tier's price from your retainer.
Standard
- Garnishments, unfiled years, small levies
- Industry-typical case fee $1,500 to $3,500
- Debt confirmed in writing before booking
Plus
- The meat of tax resolution
- Industry-typical case fee $3,500 to $8,000
- IRS notice on file, or it bills one tier lower
Premium
- Payroll debt, multi-year, six figures
- Industry-typical case fee $8,000 to $25,000+
- Routed first to annual plans
Want only certain sizes? Toggle any tier off in your portal, anytime. One prospect goes to exactly one firm.
Run your own numbers
Editable example figures, not a promise. Month = 4.33 weeks. Case fees vary by firm and case; the defaults sit mid-range for a Plus-tier practice.
What you see in your portal
A clean client dashboard: upcoming appointments, your credit balance, and every prospect's screening file. No spreadsheets, no chasing.
Upcoming appointments
Texas · $48k payroll debt · notice uploaded · screening notes attached
Georgia · $31k, three unfiled years · first SMS confirm sent
Your balance
$1,350 retainer remaining · carries forward
This month: 1 Standard ($150) + 2 Plus ($250 each) drawn · 1 no-show, $0 drawn
(Monthly cap: you set it. We stop booking when you hit it, and your retainer just waits for next month.)
Talk to us before the founding slots close
Tell us about your firm and your intake capacity. We reply within two business days, usually faster.
Request my free appointmentThe short version of our policies
Full legal terms are coming before public launch. Here is what actually matters, in plain language.
Terms
$500/mo covers your account and includes your first calendar; additional calendars are $50/mo each. Billed month to month by default, cancel anytime, no contract. An optional annual plan (pay 10 months, get 12) locks your per-appointment rate for a 12-month term, the only plan with a commitment. Every prospect we book goes to exactly one firm, never shared or resold to a competitor. Attorneys are matched only to prospects in states where they are licensed to practice.
Billing policy
Your retainer balance carries forward while your account is active and is drawn only when a booked appointment actually shows; a no-show draws nothing from your balance. If we misgrade a prospect's tier, we correct the draw down to the tier that matches the confirmed debt and return the difference. If a prospect turns out fake, a wrong number, or with no real debt at all, the full draw is returned. Flag it within 48 hours with the SMS (text message) confirmation trail as evidence; "didn't close" is never a valid claim.
Privacy
A prospect's screening file is visible only to the one firm that receives that appointment, never shared across firms. We do not sell or share contact data with anyone outside your own booking. SMS consent is captured from the prospect before any confirmation text ever goes out.