Stop answering phones in April — your front desk books engagements while you file returns
Our front desk answers every tax and advisory call in under 8 seconds, qualifies the engagement, and books the consult. Live in 14 days for accounting firms.
Hear it answer like it would for your shop. 60 seconds. No signup.
Built on Twilio + OpenAI + ElevenLabs · Bilingual EN/ES · Kingman, AZ · Live in 14 days or build is free
Right now your accountants business is leaking money in 4 places:
Tax season phone tsunami
January through April your phone rings nonstop. You're heads-down in returns. Every missed call is a new client who called the next firm on Google.
Tire-kicker consults
You spend 20 minutes on the phone with someone who wants a $200 1040 when you're booked solid with $5,000 advisory clients.
Off-season ghosting
Prospects call in June about bookkeeping services. Your office is slow but nobody picks up because you're on vacation.
Extension deadline chaos
October 15 looms. Clients call panicking. Your staff is already maxed out filing the extensions you granted in April.
How it actually works (no jargon)
Your phone rings on your existing number. Nothing changes for your customers.
If nobody picks up in 2 rings, our AI answers in a voice you pick (male/female, tone, accent).
It asks 4 questions tailored to your industry: Individual or business return, Current revenue or income range, Do they have a current CPA, Timeline and urgency.
It books straight into TaxDome, Karbon, Canopy, QuickBooks.
You get a text with the booking. If the AI doesn't know something, it texts you and lets you take over.
Built on Twilio (phone), OpenAI/Anthropic (brain), ElevenLabs (voice). Bilingual English/Spanish standard. TCPA-compliant build.
What gets booked
New client calls booked into your engagement calendar
Tire-kickers screened out before they reach you
Advisory and tax planning inquiries routed to the right partner
Why business owners trust us
Wylie Stevens
Founder, AI Peak Biz
Kingman, AZ
wylie@aipeakbiz.com · 903-556-3596
“This AI receptionist has been a total game changer for our business. No more missed calls. No more overwhelmed staff. Every call is answered instantly and professionally, even after hours.”
Danni O.
“Wylie has been on top of design, testing new features, and paying attention to make sure everything works properly. The bot holds conversations very well and gathers helpful information before I ever have to talk to a customer.”
Bryan J.
“Wylie is a true professional on all levels! His company helped our marketing efforts in ways originally hard to imagine! The services this company offers is vast and honest, no hard sell, great guidance!”
John E.
“Wylie does a great job on websites helps you with anything.”
Brian D.
“Our church has benefited tremendously by using AI Peak Biz. Highly recommend it!”
Barb E.
Sample call
Hi, I just started an LLC and I need help with my business taxes. I've never filed as an LLC before.
Congratulations on the new business. I can get you set up with one of our CPAs. Roughly what was your revenue this past year, and is this a single-member LLC or do you have partners?
Single member, about $180K in revenue.
Perfect. I'm booking you for a 30-minute consult this Thursday at 2 PM. I'll text you the details and a short questionnaire to fill out before the meeting. What's the best number for that text?
We're a Kingman, AZ shop with 5 Google reviews. We'd rather earn yours than fake fifty. Call our AI yourself — you'll know in 60 seconds.
AICPA §1.700 compliant. Follows IRC §7216 taxpayer consent rules and FTC Safeguards Rule for financial data protection.
Our guarantee (in plain English)
Live in 14 days or your build fee is free.
If you don't get 5 qualified engagement consultations booked in your first 30 days, your next month is on us.
Month-to-month after the build. No 12-month lock-in.
We only work with accountants shops doing $40K+/month. If you're not there, we'll tell you and refund.
What it costs
Essentials
$4,997
deployment
+ $997/mo management
Growth
$7,997
deployment
+ $1,497/mo management
Peak
$14,997
deployment
+ $2,497/mo management
The goal of this page isn't to close — it's to let you hear the AI yourself and decide if it's worth a 15-minute conversation.
A note from Wylie
Frequently asked questions
I personally build every account. I take 4 new shops per month.
Tax season starts in 8 weeks. Build now, live before January 1.
At $130-$160 per lead and $1,500-$5,000/yr average job value, every week you wait is money walking out the door.