Heaps Tax Tech deploys a voice agent that speaks tax resolution. It picks up after-hours calls, identifies IRS and FTB notice types, qualifies prospects on the criteria that matter, and books them into your calendar. No missed revenue. No wasted consults.
of after-hours calls from taxpayers in crisis go to voicemail. Most never call back.
average engagement value lost per missed qualified call during evenings and weekends.
per week firm owners spend screening unqualified callers who will never retain.
Your receptionist does not know what a CP503 is. Your voicemail does not ask about filing status. Your competitors answer on the first ring.
After hours, weekends, or all day. The AI picks up in under two seconds with a professional greeting tailored to your firm.
CP14, CP501, CP503, CP504, LT11, FTB collections. The agent asks the right questions and classifies the notice type with the precision of a trained paralegal.
Filing status, balance owed, ability to pay, timeline. Every criterion your firm needs before a consult gets captured in the conversation.
Qualified prospects land directly on your calendar. Unqualified callers are triaged respectfully. You get the recording, transcript, and summary.
Certified Public Accountants
Enrolled Agents
CA Bar Tax Attorneys
We do not work with non-credentialed preparers. This is a tool for professionals who handle IRS and FTB resolution at the highest standard.
Heaps Tax Tech exists because the best tax resolution firms in California should not lose clients to voicemail. The AI voice agent handles intake with domain expertise that generic answering services cannot match.
Currently conducting the 2026 California Tax Resolution Intake Benchmark Study. If your firm qualifies, the data will shape the future of how this industry handles intake.