A receptionist that doesn't sleep, eat, or take lunch from January 15 to April 15
Our AI front desk answers every call during tax season, books appointments, and captures documents. Live in 14 days for tax preparers.
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 tax preparers business is leaking money in 4 places:
90 days of phone chaos
From January 15 to April 15, your phone never stops. You're preparing returns and answering calls at the same time. Something gets missed.
The new client who called once
A business owner with a $2,500 return called your office. You were in a meeting. They found someone else on Google.
Extension season ghost town
After April 15, your phone gets quiet. But extension clients still call. And you're finally on vacation.
Document drop-off confusion
Clients call to ask when to drop off documents, what to bring, whether their return is done. The same 5 questions, 50 times a day.
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, Do you have all your documents ready, Returning client or new, When would you like to come in.
It books straight into Drake, Lacerte, UltraTax, TaxDome.
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
Every tax season call answered without pulling you off a return
New client appointments booked 24/7 during peak season
Document drop-off instructions delivered automatically
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 need to schedule my tax appointment. I'm a new client, I have an LLC and personal return.
Welcome — glad you called. Let me get you on the calendar. For the LLC, is that a single-member or multi-member? And do you have your K-1s and 1099s ready?
Single member. I have everything except my K-1, still waiting on that.
No problem. I'll book you for next Thursday at 2 PM. Bring what you have and we can start the personal return while we wait on the K-1. I'll text you a checklist of what to bring. 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.
Circular 230 compliant — no tax advice given. IRC §7216 taxpayer data protections followed. FTC Safeguards Rule for data security. All calls encrypted and stored.
Our guarantee (in plain English)
Live in 14 days or your build fee is free.
If you don't get 20 booked tax appointments during season 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 tax preparers 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 is 8 weeks away. Build now, go live before the W-2s hit mailboxes.
At $30-$150 per lead and $220-$2,500 average job value, every week you wait is money walking out the door.