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Stay client-focused during seasonal rush with call answering
Regaining billable time while improving customer service
Josh Youngblood runs a tax and accounting firm with a demanding client base. As a federally licensed Enrolled Agent, he handles IRS examinations, audits, and appeals across all 50 states — work that requires his full concentration. Josh emphasizes quality tax education and transparency, helping his clients navigate the complexities of tax with guidance.
The Youngblood Group
Dallas, Texas
The problem
Needing quality call answering services during busy tax season
Our solution
24/7 professional answering for improved customer engagement
Tax trouble doesn’t wait for business hours. When someone gets home at 6 p.m. and finds an IRS letter in the mailbox, they call a tax professional immediately. If they reach voicemail, they move on to the next name on the list. Josh knew this, and he’d been using an answering service to ensure calls didn't slip through the cracks. However, the service wasn’t good enough for the quality standards Josh held his business to, and he didn't feel he was getting his money's worth. At first, Josh was reluctant to entrust his business to another call answering service. Yet, he know that outsourcing would be the most cost-effective solution for the busy season, and he did not want to go back to handling all calls himself.
The unique thing about Smith.ai is I don’t think of it as an answering service. It’s a receptionist service. With Smith.ai answering, my clients have confidence that they’re reached an office that can actually help them.
Josh found Smith.ai through a friend who had come across it online. He tried it during Smith.ai’s moneyback guarantee period — and loved it immediately. What set Smith.ai apart wasn’t just the 24/7 call answering. It was the depth of what the receptionists could do: answer routine questions, book appointments directly into his calendar, screen out spam, and qualify leads before they ever reached him. The per-call billing model also mattered — it made costs predictable in a way that minute-based services never had been.
The impact was immediate. Spam calls — previously a constant interruption to Josh’s workday — disappeared. Smith.ai's receptionists now acted as a filter, meaning only qualified, relevant callers got through. When a new lead calls after hours, they don’t reach voicemail — they reach a person who listens, gathers the right information, and books a consultation.
"All of my clients have commented that they really like the Smith.ai receptionists. They comment about the professionalism."
The change that surprised Josh most was how much Smith.ai relieved his stress. He can now prepare for every meeting rather than fielding tax questions cold. He no longer takes calls from clients in the evenings or on weekends. He travels, spends time with family, and indulges his love of technology — without the anxiety of a constantly ringing phone. For a business owner who had always felt compelled to stay personally accessible, letting go turned out to be the best decision he made for the firm’s growth.