✅ Minimum Debt Amount (e.g. $10,000+)
✅ Disqualify IRS Payment Plans (exclude people already in payment programs)
✅ Exclude or Include Bankruptcy Filers
✅ Filter by State or ZIP Code
✅ Unfiled Returns – Only include leads who still need to file
✅ Months Behind – Target those more than 3, 6, or 12 months behind (Tax or Debt)
✅ Garnishments / Levies – Include only leads facing active collections
✅ Consumer Must Confirm they want to speak with a resolution specialist
We can fine-tune your lead criteria to match your ideal client profile, helping you focus only on prospects you want to speak with.