IRS letters get opened in the evening, and the frightened owner starts phoning firms that same night. Scarlett answers, works through the qualifying questions — amount owed, years unfiled, any levy in motion — and routes a fully screened consult request to your team. She's on the line now; call her as a taxpayer in trouble.
Live line · calm, qualifying intake · try a panic call
Tax-debt prospects are among the most expensive leads in professional services, and they're phoning your competitors in the same sitting. If nobody answers, or the intake misses how much they owe and what's already in collection, your team calls back cold — often after another firm has finished its pitch.
Scarlett qualifies each caller on the spot and delivers your team the whole picture.
What Scarlett Does
A CP504 or levy notice gets opened at 6 p.m. and the frightened search for help starts immediately. Scarlett takes that call whenever it comes, steadies the caller, and moves them into your consultation process.
Roughly what's owed, how many years unfiled, IRS or state, which notices are in hand, self-employed or W-2 — the screening answers that tell your team whether this is a small cleanup or a serious representation case.
A garnishment already hitting paychecks or a bank account frozen this week outranks a first notice. Scarlett triages by what's actually happening and fast-tracks the callers who are actively losing money.
Callers ask whether they're going to jail, whether the IRS ever negotiates, whether anyone can really help. Scarlett responds with your approved, no-promises framing and books them while they're motivated to fix it.
Built for Tax Resolution
For tax relief firms, enrolled agents, CPAs, and tax attorneys — Scarlett screens and schedules; the resolution work belongs to the professionals.
FAQ
A voice and text agent built for the moment someone opens a scary IRS envelope. She answers, calms, and qualifies — how much is owed, which years, what notices, any active collection — then routes a complete picture to your team so the consult starts with facts instead of a discovery interview.
Neither, by design. No offer-in-compromise predictions, no penalty-abatement promises, no interpreting what a notice legally means. She works from your approved language about process and fees, and everything requiring professional judgment goes to your EAs, CPAs, or tax attorneys.
Active collection jumps the line. When Scarlett hears a garnishment taking paychecks or a levy that just hit a bank account, she marks the intake urgent and fires it through the fast path you define — because every pay cycle that passes is real money the caller loses.
Yes — she's built into your stack, not beside it. Canopy-style practice platforms, Logics-style resolution CRMs, your scheduling tool: qualified leads land there with the debt amount, years, and urgency already filled in.
There is, live: (720) 770-2664. Tell her you just opened a certified letter saying you owe $40,000 and haven't filed since 2021. Notice what she asks, what she refuses to promise, and how she lands the consult.
By the build, not by a menu — intake depth, urgency routing, integration count, and after-hours coverage set the scope. Our published AI pricing guide gives realistic ranges so there are no surprises at proposal time.
Call Scarlett as someone who owes forty grand and just received a final notice. If her screening would save your team the first twenty minutes of every consult, let's scope her for your firm.