For tax resolution firms
An AI answering service that books the consult, not just the message
A message was never the goal. The consult was. This picks up when your office can't, says it's an automated assistant, asks your intake questions, and books a time on your calendar. Then it texts your team the notes. Your firm starts the day with booked consults, not a pile of voicemails.
Based in Las Vegas · Working with firms across the US · Call or text (949) 396-9452
Demo: a call to a tax firm at 9:04 p.m., after the office closed
- Ring 1 "Thanks for calling Summit Tax Help. I'm the firm's automated assistant, and this call is recorded. I can't give tax advice, but I can take down what's going on and set up a time with a specialist. How can I help?"
- Caller "I got a letter saying the IRS will take my paycheck. Can you stop it?"
- Intake "I'm sorry you're dealing with that. Only a specialist can look at your options. I can ask a few quick questions so they have the facts. What's the best number to reach you?"
- Book Takes which letter it is, the date on it, and roughly how much is owed. Offers two real times from the firm's calendar.
- 9:07 p.m. Consult booked for 9:30 a.m. The summary and full transcript are texted to the team. Nobody at the firm picked up a phone.
What it does on every call
No hold music and no "leave a message after the tone." It says right away that it's the firm's automated assistant and that the call is recorded. It doesn't get busy when you do, so your busiest day is when it helps most.
We write the questions with you: which letter they got, when it came, and roughly how much they owe. It collects facts. It never judges a case or tells anyone what they qualify for.
It offers real open times and follows your rules. It sends a confirmation and reminders. The consult shows up in the software your team already uses. See the booking system →
Every call comes to your team as a text with a short summary and the full transcript. Nothing is stuck in a dashboard you forget to check.
What it won't do
Most vendor pages skip this part. That's why it's here.
It won't give tax advice. It won't say which IRS option might fit or what someone qualifies for. It collects the facts, books the consult, and hands off. That line is built in from day one.
It won't handle hard calls. If a caller has an unusual problem or a question it wasn't set up for, it sends the call to a person. That person is you or your team, based on how we set it up. A system that guesses is worse than voicemail, because voicemail never gives anyone wrong information.
It won't try to calm down an upset caller. Someone who is angry, scared, or in crisis goes straight to a person. Knowing when to step aside is part of the job.
It won't pretend to be human. It tells every caller it's automated. It never uses a fake staff name.
It isn't for law firms yet. Law firms start with missed-call text-back instead. Recording, privacy, and advice rules are stricter for lawyers, so AI voice answering for a law firm only goes live after the firm's own ethics counsel has reviewed the script. See missed-call text-back →
It isn't a full call center. If your firm has a room full of intake staff, you need a different product. This is for the firm where the other choice is nobody picking up at all.
What it costs, honestly compared
Don't compare it to other software. Compare it to paying a person, and to what the calls you miss are worth.
A full-time receptionist in Las Vegas, before payroll taxes and benefits. That covers about 40 of the week's 168 hours, and they take vacation.
Their published Pro rate, with real people answering. They're good at tricky calls. They bill by the call, so a busy month costs more. Rate as listed on their pricing page, August 2026.
We set the number together on a 30-minute call, after looking at how many calls you get. It's locked in writing for 12 months. It never moves with your ad spend.
Law firms never pay a percentage of anything. No cut of your cases and no per-case charge. Just the flat fee.
I'm Alfredo. I build it, I run it, and you text me when something needs to change. There's no account manager. That's why I take only three new builds a month.
Set up for your kind of firm
A firm handling wage levies needs different questions than one handling unfiled returns. Each build gets its own script and its own rules.
Straight answers
Will callers know it isn't a person?
Yes. It tells every caller at the start that it's the firm's automated assistant. It never pretends to be someone on your staff. Most callers just want someone to pick up at 9 p.m., and it does.
Can it give tax advice?
No, and it's built so it can't. It won't say what IRS option might fit or what someone qualifies for. It takes the facts, books the consult, and leaves the advice to your tax pros.
What happens when it can't handle the call?
It stops and hands off. Upset callers, hard questions, and anything it wasn't set up for go to a real person, or it books a callback at the top of your list with the full transcript. An answering system that guesses is worse than voicemail.
How is this different from a virtual receptionist service?
Services like Smith.ai use real people and bill by the call. Their published rate was about $2,100 a month for 300 calls as of August 2026. This is a flat monthly fee. It books right into your calendar instead of taking a message, and it works with your web forms and missed-call texts too. People are still better on very hard or emotional calls, which is why this one sends those to you.
What does it cost?
A flat build fee plus a flat monthly fee. We set the exact number on a 30-minute call after looking at your call volume. It's locked for 12 months, it never moves with your ad spend, and law firms never pay a percentage of anything.
Do I keep my phone number?
Yes. Your number and your phones stay the same. The system only takes the calls you don't pick up, or all calls outside the hours you choose. You set the rules, and you can change them any time.
Hear what your line does after hours
Ask for the missed-call test. I call your firm after closing, record what a new client hears, and send you the recording. It's free, and it usually answers the question on its own.
Taking tax and law firms: three new builds a month.
Call or text (949) 396-9452, or email hello@webbynd.com