AI-powered intake automation for credentialed California tax resolution firms.
Small tax resolution practices lose meaningful revenue to broken intake. Notices arrive on Saturday mornings. Front-desk staff route a CP504 the same way they route a CP503. Owners burn billable hours qualifying tire-kickers while real engagements go to voicemail and never call back.
Meanwhile national tax-debt-relief operations with 1-800 numbers and aggressive scripts pick up every call within ten seconds.
Heaps Tax Tech builds AI voice agents that qualify prospects against tax-resolution-specific criteria, book consultations directly into your calendar, and ensure no after-hours notice-panic call goes to a competitor. Built for credentialed firms only.
Our AI voice agent answers your firm's main line — after hours, weekends, or all day if you choose — and handles inbound intake with the precision of a trained tax resolution paralegal.
The agent qualifies callers on notice type (CP14, CP501, CP503, CP504, LT11, FTB collections), filing compliance status, balance owed, and ability to pay. Qualified prospects are booked directly into your consultation calendar. Unqualified callers receive a respectful triage message and, where appropriate, a referral to free IRS resources.
Every call is recorded, transcribed, and summarized. You see what came in, who qualified, and what was booked — without listening to a single voicemail.
Heaps Tax Tech works exclusively with California tax resolution firms owned by:
We do not work with non-credentialed tax debt relief operations, regardless of revenue. The credentialed-only filter is intentional and not negotiable.
Most of our clients are 2–10 person practices with $500K–$3M in annual revenue and average resolution engagements of $3,000–$10,000 or more. If that's not you, we're probably not the right fit, and we'll tell you directly on the first call.
We are currently conducting research for the 2026 California Tax Resolution Firm Intake Benchmark — a study of how CA-based credentialed firms handle inbound calls, after-hours coverage, and notice triage during peak collections season.
If you run a credentialed CA tax resolution firm, we would like to include you. Participation is a 20-minute interview. Each participating firm receives their individualized data alongside the aggregate report when it publishes.