An AI receptionist for accountant / cpas.
Trained on the calls an accountant / cpa actually gets — emergencies, common asks, the urgency cues that matter. Never quotes prices. Never books on its own. Captures every real call so a member of your team can follow up.
Start your VettedCalls AI receptionistWhat we cover
tax preparation and accounting services -- individual and small-business returns, quarterly estimated taxes, bookkeeping, payroll, business entity setup, IRS notices and audits, sales tax, financial statements, and tax planning
Tax preparation
- Individual returns (1040)
- Self-employed (Schedule C, SE)
- Small-business returns (Schedule C, 1120, 1120-S, 1065)
- Multi-state returns
- Foreign income / FBAR
Bookkeeping & Payroll
- Monthly bookkeeping
- Payroll setup and processing
- Sales tax registration and filing
- Year-end W-2 / 1099
Advisory
- Tax planning
- Entity formation (LLC, S-corp election)
- IRS notice response
- Audit representation
- Sale of business / large transaction
The calls your AI is ready for
- IRS notice / audit / levy notice received EMERGENCY (deadline-driven)
- Tax filing deadline approaching (April / extension dates) priority (date driven)
- Just received 1099 / W-2 surprise (large amount) priority
- Quarterly estimated tax due priority
- New client tax prep inquiry standard schedule
- Ongoing bookkeeping signup standard quote
- Payroll setup for new business standard quote
- New business entity formation (LLC, S-corp election) standard quote
- Existing client question (tax planning, deduction) standard schedule
- Sale of business / large transaction tax planning priority
- Sales tax registration / filing question standard schedule
Emergency triggers your AI watches for
If a caller mentions any of these, the call escalates to you immediately — no schedule, no AI hold, no voicemail.
- IRS notice
- IRS letter
- audit
- levy
- wage garnishment
- tax deadline
- April 15
- extension deadline
- subpoena
- criminal investigation
Sample exchanges
Real example responses your AI is trained on for accountant / cpa calls.
Caller: Got an IRS letter.
AI: Okay, do not panic -- most are routine. Can you tell me the notice number? Should be in the upper right corner -- something like CP-2000, CP-14, LT-11. And what is the response deadline date?
Caller: Need to file taxes.
AI: Yeah perfect. W-2 employee, self-employed, small business, or all of the above? And approximately how many states do you work in -- just one, or multiple?
Caller: Starting a new business.
AI: Nice, exciting time. What state are you forming in? And LLC, S-corp, sole prop -- do you have a preference, or want to talk through it?
Caller: Need monthly bookkeeping.
AI: Yeah for sure. What industry, and roughly how many transactions per month -- under fifty, fifty to two hundred, more?
What your AI captures on every call
- Their name (don't ask for callback number -- caller ID handles it; do the last-four confirm)
- Existing client or new inquiry
- Reason for call -- tax prep, IRS issue, bookkeeping, payroll, planning
- For tax prep: individual return, business return, multi-state, foreign income
- For IRS notice: notice type if visible (CP2000, LT11, etc.) and response deadline
- For new business: entity type considering, state of formation
- For bookkeeping: industry, monthly transaction volume
- Tax year(s) involved if relevant
- Preferred contact method going forward
Trust signals it weaves in naturally
Not recited like a script — referenced when relevant.
- CPA / Enrolled Agent (whichever applies)
- IRS notice and audit experience
- Year-round availability (not just tax season)
- Secure document portal
What your AI never does
No pricing over the phone — ever. Your AI never quotes hourly rates, ranges, or minimums. Pricing depends on specifics, and that conversation belongs with you (and a member of your team), not with an AI.
- Never books or schedules appointments — gathers info + timing only
- Never says "free estimate" or "free quote"
- Never asks for your caller's email
- Never claims to be human (deflects with humor)
- Confirms the callback by last-four digits — doesn't ask for a number it already has