30-07-2025
Tax Status, Inc. Launches Revolutionary TaxStatus LeadGen™ Platform, Transforming Financial Services Lead Generation with IRS-Verified Data
FRISCO, Texas--(BUSINESS WIRE)--Tax Status, Inc., a leader in tax data intelligence solutions, today announced the launch of TaxStatus LeadGen, a groundbreaking turnkey lead generation platform that delivers fully verified prospect data directly from IRS records. The platform enables financial services firms to receive pre-qualified leads with complete demographic information and comprehensive income, asset, and tax data in under five minutes, revolutionizing how wealth management firms identify and convert high-net-worth clients.
"When an advisor receives a lead from our platform, they already know everything about the prospect – from contact info & family structure to income, assets, business interests, & tax situation – all verified directly from IRS data." - Kevin Knull, CEO
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Unlike traditional lead generation services that rely on self-reported data or publicly available data, TaxStatus LeadGen provides financial advisors with permission-based, comprehensive, IRS-verified prospect profiles including full demographics (name, spouse name, date of birth, address, email, phone), income sources, business ownership, investment accounts, real estate holdings, and tax standing. This unprecedented level of data accuracy and depth enables firms to focus their resources on genuinely qualified prospects while dramatically reducing the time spent in discovery meetings.
"Financial advisors waste countless hours qualifying prospects based on incomplete or inaccurate information," said Kevin Knull, CEO of Tax Status, Inc. "TaxStatus LeadGen solves this fundamental problem by delivering leads that come with a complete prospect intelligence report. When an advisor receives a lead from our turnkey platform, they already know everything about the prospect – from their contact information and family structure to their income, assets, business interests, and tax situation – all verified directly from IRS data. Perhaps even more importantly, advisors can drastically shorten the discovery process so that they can render more complete advice to their clients sooner – which ultimately results in a better client experience and superior client outcomes."
Key Platform Features:
Enterprise-Ready: Designed for broker-dealers, RIAs, banks, lenders, and CPA firms who market through their existing channels
Custom Messaging: Firms can determine their own messaging, branding, creative, and value proposition offered to the prospect at the beginning of the process
Complete Prospect Profiles: Full demographics including name, spouse, DOB, address, email, and phone
60-Second Prospect Experience: Prospects complete a permission-based authentication process in under one minute on any device
Comprehensive Financial Data: Each lead includes verified income, asset holdings, business ownership, tax rates, deductions, and multi-year financial and employment history
Custom Call(s) to Action: Firms can decide what specific call(s) to action take place at the end of the process, including scheduling an appointment with a financial advisor
Turnkey White-Label Platform with 7-Day Deployment: Full implement takes less than a week
Transformative Results for Financial Services Firms:
TaxStatus LeadGen reports remarkable improvements in their lead generation and conversion metrics:
10x improvement in lead quality compared to traditional sources
50% higher conversion rates due to pre-qualification with verified demographics
80% reduction of time spent qualifying prospects and completing client discovery process
Complete contact information for immediate follow-up
"The quality difference is staggering," said Nick Laird, CEO at VentureEd Solutions - a firm focused K-12 financial aid qualification. "We're not just getting names and phone numbers anymore – we're getting complete information with verified contact information and full profiles of people who have already given permission to share their data. It's completely changed how we do business."
Turnkey Implementation Model:
TaxStatus LeadGen is a turnkey solution that works in concert with an enterprise firm's marketing efforts and allows them to offer their unique value proposition to prospects. The enterprise is responsible for driving prospects to the platform through their existing omni-channel marketing and advertising initiatives, while Tax Status provides the entire technology infrastructure, IRS data integration, and prospect intelligence reporting. All data is available to the enterprise via API to enable integration with all existing enterprise technology platforms. The firm may choose any customer journey or call to action upon completion of the process, such as enabling the prospect to schedule a meeting with a financial advisor. This model allows firms to leverage their marketing strengths while gaining access to unprecedented data intelligence capabilities.
Addressing Industry Compliance and Privacy:
TaxStatus LeadGen™ operates with full regulatory compliance, utilizing secure, permission-based data access protocols. Prospects explicitly authorize the sharing of their IRS data and personal information with their chosen financial services provider, creating a transparent and compliant process that protects both firms and consumers. Tax Status is SOC 2 Type 2 compliant and all compliance documentation is available at
Competitive Advantage:
While other lead generation services rely on self-reported data, basic questionnaires, and 'scraped' public data, TaxStatus LeadGen is the only platform providing actual IRS-verified financial information along with complete demographic profiles. This unique turnkey capability positions financial services firms to:
Contact prospects immediately with verified information
Identify truly high-net-worth prospects with family details
Uncover complex planning opportunities before first contact
Personalize their approach with complete background
Eliminate unqualified leads before investing resources
A Comparison of Lead Quality:
All leads are not equal, and Tax Status believes they have changed the lead landscape with this offering. A few data points:
A typical lead for an advisory firm includes data that is self reported, with name, email, phone. Not a lot to build on—3 data points.
A 'better lead', while still self-reported, also might include date of birth information, address, a self-reported income figure, and a self-reported estimate of net worth—5-7 data points, at most.
A TaxStatus LeadGen lead includes that information—but instead of self-report, the data is IRS verified from all sources who report into the IRS. It includes everything: W-2s, 1099s, K-1s, dividends, and capital gains. The Net Worth figure is calculated from actual assets and liabilities—meaning it includes all accounts at all custodians with type and financial activity. It includes business ownership (every entity, with exact ownership percentages and lenders); it includes all properties with mortgage balances, and the lenders included; it includes up to ten years of verified history and tax rates, deductions, carry forwards, and compliance. It's over 3000 data points of verified information.
Availability and Pricing:
TaxStatus LeadGen is immediately available for enterprise deployment as a turnkey solution. Pricing is customized based on volume and specific implementation requirements. Interested firms can schedule a demonstration and receive a sample verified Prospect Intelligence Reports by contacting Tax Status, Inc.
About Tax Status, Inc.:
Tax Status, Inc. is a fintech company specializing in tax data intelligence and verification solutions. Founded with the mission of making tax and financial data more accessible and actionable, the company serves financial institutions, wealth management firms, and enterprises seeking to leverage IRS-verified data to help render better advice to their clients. Tax Status, Inc. is committed to maintaining the highest standards of data security, privacy, and regulatory compliance while providing turnkey solutions that integrate seamlessly with existing business processes.
For more information about TaxStatus LeadGen or to schedule a demonstration, email hello@
