Plinko Solutions

Tax consultations.
Pay when they attend.

Plinko helps tax-resolution firms turn new federal tax-lien filings into qualified consultations. We research the records, contact the taxpayers and arrange a time for those who meet your criteria and agree to speak. Your team receives the case context and takes the consultation, and you only pay for qualified meetings that take place.

FROM A FILING TO A CONSULTATION
THE STARTING POINTWe identify a potential fit.

We look for new federal tax liens with $10,000+ in assessed liability in your agreed counties.

WE DO THE OUTREACHWe confirm interest and book.

We contact the taxpayer and arrange a consultation once interest and case fit are confirmed.

THE BILLING EVENTYour team takes the consultation.

You pay when the qualified taxpayer attends the consultation with your team.

THE DIFFERENCE IS WHO DOES THE WORK

You need consultations.
Not another list to chase.

The difference is what happens after a record is found. When you buy a list, that work falls to your team. With Plinko’s meeting service, we carry it through to a qualified consultation.

BUYING A LIST

With a list, the follow-up is yours.

Buying a list gives you names and research records, but your team still has to reach those people, find out whether they want help and arrange the consultations.

The purchase covers the records, so you pay even if that follow-up never leads to a conversation.

PLINKO’S MEETING SERVICE

With Plinko, we handle the lead-up.

We take on the research and follow-up, confirm interest and case fit, and arrange the consultation. Your team receives the context it needs to assess the case and discuss working together.

You pay for the consultation only when the prospect meets your agreed criteria and attends.

Comparing a record-only purchase with our managed meeting service—not every provider’s offer. Neither model guarantees a signed client.

HOW IT WORKS

We do the work
before your consultation.

Before outreach begins, we agree on the cases your firm wants and how a consultation should reach your team. That gives every stage of the work a clear purpose.

  1. 01

    Set the criteria

    We begin by agreeing on your counties, case criteria and consultation capacity, then confirm the available source coverage.

    Before outreach
  2. 02

    Research the filing

    Using those criteria, we research new federal tax liens and remove records already in the pipeline you provide.

    A potential fit—not an inquiry
  3. 03

    Earn the conversation

    For relevant records, we use the agreed outreach and follow-up to establish interest, check case fit and arrange a consultation.

    A clear yes before booking
  4. 04

    Hand over the context

    Once a prospect agrees to speak, your team receives the booking and qualification notes so it can take the consultation. We then confirm attendance for billing.

    Your firm takes the consultation
Plinko Research → Outreach → Qualification → BookingYour firm Consultation → Case assessment → Sale

THE SYSTEM BEHIND THE SERVICE

From a filing.
To signed clients.

A lien-sourcing engine used inside one tax-resolution firm. The firm handled sales and closing; this is not a result from the attended-meeting offer.

BEFORE / THE STARTING POINT

A filing.
Not yet a client.

A signal to research.
Not an inbound request.

THE WORK IN BETWEEN
Research → Outreach → Sales

Plinko’s sourcing engine.
The firm’s sales process.

AFTER / SIX MONTHS

FOUNDER-REPORTED RESULT

$200k USD

New signed
contract value.

January–June 2026.
One tax-resolution firm.

PAY FOR ATTENDANCE, NOT A CALENDAR ENTRY

You pay when the
consultation happens.

Once a taxpayer meets your agreed criteria and attends the consultation, the meeting becomes billable. A booking on its own does not trigger a fee.

We handle the research, agreed outreach, follow-up and booking so your team can focus on assessing the case and discussing the engagement. If the prospect does not attend, there is no meeting fee.

Find out if you're a fit

WHEN DOES A MEETING BECOME BILLABLE?

Choose an example
NOT BILLABLE YET

A booking does not trigger a fee.

The prospect has agreed to speak, but the consultation has not taken place yet. You are only billed once qualification and attendance are confirmed.

What we agree before launch

Your written agreement sets qualification and attendance criteria, the rate, operating window, attendance record, billing review, client responsibilities, exclusions and any remedy limits.

No-shows are not billed. There is no separate replacement fee; a replacement is billable only if it qualifies and takes place. Coverage, meeting volume, signed clients and tax outcomes are not guaranteed.

WHAT WE LOOK FOR

We look for tax issues
your firm can help with.

We start with a newly filed federal tax lien against the taxpayer and check the recorded liability, location and case details against your firm’s criteria before moving to outreach.

A filing is a research signal. It is not expressed interest, consent to contact or a request for help. Interest must be established through the agreed outreach.

Research checklistExample checklist · no taxpayer data
Filing
New federal tax lien
Recorded assessed liability
$10,000+
Location
Your agreed counties
Existing pipeline
Checked for duplicates

Priority review for identified business payroll or trust-fund exposure.

Next step: outreach—not an invoice.

Recorded liability is not a newly verified current IRS balance.

Jonathan McLemore, Founding Solutions Engineer at Plinko Solutions
Jonathan McLemoreFounding Solutions EngineerPlinko Solutions

A PERSON BEHIND THE WORK

Hi, I’m Jonathan.
Let’s make the handoff clear.

I’m Plinko’s Founding Solutions Engineer. I shape the work around your firm: who you serve, what makes a case a fit, and how a consultation reaches your team.

Before we start, we agree on what Plinko handles, what your team handles, and what counts as a billable meeting. You should not have to guess where one responsibility ends and the next begins.

More about Jonathan and Plinko

DIRECT TO YOUR SALES FLOOR

The handoff should fit how your team works.

We agree on how consultation details reach your team through the tools you already use.

  • Salesforce
  • Close
  • HighLevel
  • Dialpad
  • Talkdesk
  • Twilio
  • Zendesk
  • Zoom
  • Calendly
  • Make
  • Microsoft Teams
  • HubSpot
  • Zoho
  • Aircall
  • Five9
  • JustCall
  • Vonage
  • Intercom
  • Slack
  • Zapier
  • Apollo

Software shown for handoff planning. Logos do not imply a partnership or endorsement.

A FEW THINGS WORTH CLEARING UP

Straight answers.
Before you book.

The people you’ll meet

Have these taxpayers already asked for help?

No. The starting point is a newly filed federal tax lien, not an inbound inquiry. For the meeting service, Plinko handles the agreed outreach and only books prospects who respond and agree to consult.

What makes a meeting qualified?

The taxpayer must meet the case criteria you agree with us, affirmatively agree to consult and attend. Before launch, the agreement defines the exact qualification checks and attendance record. A research record or booking alone does not count.

Which counties can you cover?

We assess source availability, filing volume and your intake criteria for your target counties before a proposal. Coverage and volume are not assumed or guaranteed.

Are the lists shared with other firms?

No shared lists. Your agreement defines prospect allocation and handling. That does not promise exclusive access to a public filing or mean the taxpayer cannot hear from another provider.

The service and the bill

Do I pay when someone books or attends?

When a qualified consultation takes place—not when someone books. We agree on the per-meeting rate, evidence of attendance and billing review before starting.

What happens if they don’t show up?

No meeting fee. We arrange a replacement without a separate replacement fee. The replacement is billable only if it meets the agreed criteria and takes place.

Is there a setup fee or a promised result?

Founding clients pay $0 setup under the agreed terms. Meeting volume, signed clients, tax outcomes and revenue are not guaranteed. Your firm remains responsible for consultation, case advice and closing.

Can my team do the outreach instead?

Yes. The pay-per-researched-lead option supplies records that meet agreed criteria. Your team handles outreach, qualification and booking. It is a different product from the attended-meeting service.

START WITH YOUR COUNTIES

Can we bring the right
taxpayers to your firm?

Bring your target counties and intake criteria. We’ll assess source coverage, filing volume, and fit before discussing a launch.

Find out if you're a fit

A fit call, not a commitment. County availability and volume are confirmed before any proposal.