Built for California tax resolution

Your AI answers the phone.
Knows the notice.
Books the client.

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.

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Get Early Access

Join the waitlist — we'll reach out to schedule your demo call.

No spam. No sales pressure. Just a call.

CP14Qualified
CP504Qualified
LT11High Priority
FTB CollectionRouted

The intake problem tax resolution firms ignore

67%

of after-hours calls from taxpayers in crisis go to voicemail. Most never call back.

$4,200

average engagement value lost per missed qualified call during evenings and weekends.

3hrs

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.

Book a Discovery Call No commitment. See how it works in 15 minutes.

How it works

01

Call comes in

After hours, weekends, or all day. The AI picks up in under two seconds with a professional greeting tailored to your firm.

02

Notice identified

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.

03

Prospect qualified

Filing status, balance owed, ability to pay, timeline. Every criterion your firm needs before a consult gets captured in the conversation.

04

Appointment booked

Qualified prospects land directly on your calendar. Unqualified callers are triaged respectfully. You get the recording, transcript, and summary.

See it in action

A real intake call — notice type identified, prospect qualified, appointment booked in under 4 minutes.

AI Voice Agent 3:47 call Booked
AI
"Thank you for calling Heaps Tax Tech. I'm available 24/7 to take your call. Can I start with your name?"
0:00
Caller
"Hi, this is Maria Gonzalez."
0:05
AI
"Thanks, Maria. Do you have a notice letter in front of you — something from the IRS or Franchise Tax Board?"
0:10
Caller
"Yes, it's from the IRS. It says CP504 at the top."
0:16
AI
"That's a final notice before levy — you're right to call today. What is the balance showing on the letter?"
0:22
Caller
"About $38,000."
0:28
AI
"Got it. And have you filed all your tax returns for the past four years?"
0:31
Caller
"Yes, I have. I got an extension but I did file."
0:36
AI
"Perfect. CP504 with $38k and returns filed — that's a strong case. Are you working with a CPA or enrolled agent, or is this something you'd like help with?"
0:42
Caller
"I don't have anyone right now. I'm not sure where to start."
0:48
AI
"That's exactly what we handle. Let me get you a 15-minute call with one of our credentialed partners — it takes about 2 minutes to set up. Would that work?"
0:53
Caller
"Yes, absolutely."
0:55
AI
"What email should I send the calendar invite to?"
0:57
Caller
"maria.gonzalez at gmail.com"
1:01
AI
"You're all set — calendar invite sent. You'll meet with a credentialed enrolled agent who handles CP504 cases regularly. Expect a 15-minute call where they'll outline your options. Anything else before I go?"
1:10
Caller
"No, this was really helpful. Thank you."
1:15
AI
"Of course. Have a great afternoon, Maria."
1:18
Notice Type IRS CP504 — Final Notice Before Levy
Balance ~$38,000
Status Qualified — Returns Filed
Action Appointment Booked — Enrolled Agent

Get Early Access

Join the waitlist — we'll reach out to schedule your demo call.

No spam. No sales pressure. Just a call.

Simple, transparent pricing

Everything you need to capture and qualify every call. No per-minute charges, no surprise fees.

Standard
$299/mo
  • Unlimited AI voice intake calls
  • IRS & FTB notice identification
  • Prospect qualification & routing
  • Calendar booking integration
  • Call recordings & transcript summaries
  • Email intake summaries after every call
Start Standard — $299/mo
Scale Most Popular
$599/mo
  • Everything in Standard
  • Multi-location support (up to 5 numbers)
  • Custom qualification criteria per firm
  • CRM integration (Salesforce, HubSpot)
  • Priority support & onboarding
  • Monthly intake performance report
Start Scale — $599/mo

All plans include a 14-day free trial. No credit card required. Pricing for firms with 5+ locations available on request.

Every missed call is a case that went to your competitor.

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.

Book a Discovery Call

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.

Get Early Access

Join the waitlist — we'll reach out to schedule your demo call.

No spam. No sales pressure. Just a call.