Burlington · Accounting · AI Voice

Tax Season. 50 Calls an Hour.Your Bookkeepers Are Doing Returns. The Phone Is Ringing.

It's 10 AM in Burlington. Tax season is in full swing. Your bookkeeper is in the middle of an S-corp return. The phone rings — a client needs to reschedule. It rings again — a small business owner is asking about their extension. It rings a third time — a client says the IRS called them. All three calls hit voicemail. Our AI answers at 10 AM, books the reschedule, confirms the extension, and flags the IRS call for your partner.

Book a Free AI AuditSee the Voice AI

The System

Answer. Book. Escalate. Repeat.

Inbound · 24/7

1040s, S-Corps, Extensions, Reschedules

The AI identifies the client, checks real appointment availability, and books the slot. It handles the 'I need to reschedule' and 'I need to extend' calls. Your team focuses on the returns.

Urgent · Escalated

IRS Call = Immediate Partner Transfer

The AI asks the critical questions: what did the IRS say, is there a deadline. If it matches your urgent criteria, it immediately books the earliest slot and transfers to your partner.

Routing · Precise

CPA vs. EA vs. Bookkeeper

The AI understands the difference between 'I need my personal 1040 done' and 'I need help with my business entity structuring' and routes to the right professional.

The Local Context

Small Business Town. Tax Season Bloodbath. 8-Person Firm.

Burlington is a small business town. Your clients are families, small business owners, and entrepreneurs who need tax prep, advisory, and bookkeeping. Tax season is a bloodbath: 50 calls an hour, the front desk is drowning. The AI gives you the coverage of a full-time receptionist at a fraction of the cost. On-site in days.

FAQ

Questions We Actually Get

That's exactly when the AI earns its keep. It answers every call during peak tax season, identifies the client, checks real appointment availability, and books the slot. It handles the 'I need to reschedule,' 'I have a question about my 1040,' and 'I need to extend' calls. Your team focuses on the returns, not the phone.
That's the sweet spot. A small business owner in Burlington calling about their S-corp election gets the same service as a mid-size company. The AI understands the difference between 'I need my personal 1040 done' and 'I need help with my business entity structuring' and routes to the right professional.
You define the escalation. The AI asks the critical questions: what did the IRS say, is there a deadline, is it a notice or a call. If it matches your urgent criteria, it immediately books the earliest available slot and transfers to your partner if needed.
The AI reads your appointment calendar and books directly. It doesn't need to access your tax prep software — it just needs to know your availability. For client-specific questions, it pulls from your CRM. For complex questions, it books the meeting with the right CPA. It's a receptionist, not a tax preparer.
Especially for your size. An 8-person firm in Burlington can't afford a 24/7 receptionist, but you can't afford to miss calls during tax season either. The AI gives you the coverage of a full-time receptionist at a fraction of the cost. Your bookkeepers stop answering the phone and start doing returns.

Next Tax Season, Your Team Does Returns.

Free 30-minute audit — bring a typical tax season call log and we'll show you what the AI can handle.

Book the Free Audit(973) 223-6960