Rutledge Tax & Business Solutions

Diamond Gold — Business Builder

A seasonal software package combining professional tax software access with business-building resources.

Our expertise

What Is Included

$1,749

one-time seasonal package

Choose OLT Pro or TaxSlayer ProWeb. Unlimited federal and state returns are subject to software-provider terms.

Software renewals are required for future tax seasons. Renewal pricing will be disclosed when available. TaxesToGo is optional for EROs, with functionality subject to eligible provider configurations. Service bureau and ERO fee arrangements are discussed privately and documented in signed agreements.

Package Benefits

Your package includes the following confirmed benefits:

Everything in Diamond Silver
Two private one-on-one mentorship sessions
Monthly group business mentorship
Custom branded tax business flyer
Basic logo design or refresh
20 total customizable marketing graphics
Branded client intake and VIP client waitlist forms
Google Drive business organization system
Tax office pricing strategy session
Client acquisition and retention training
Business launch checklist and expanded SOPs
Marketing and branding guidance

Our expertise

Important Package Information

CRM Access

Silver and Gold can add CRM setup for $399 one-time. Platinum includes CRM setup. The first month is included, then CRM access is $99/month. Usage and hosting are billed separately where applicable.

Provider Requirements

Software and bank enrollment are subject to identity, EFIN, underwriting, compliance, and provider requirements.

Results and Approvals

Business revenue and client acquisition vary. Refund advance approval depends on the participating lender.

Our expertise

Next Step

Request a package consultation or demo to review eligibility, software selection, and purchase arrangements.

Schedule a Software Demo Apply for an ERO Package

Answers & guidance

Frequently Asked Questions

Are all packages available with both tax software options?

All three packages offer OLT Pro or TaxSlayer ProWeb, with unlimited federal and state returns subject to the applicable license.

Do packages include TaxesToGo?

All EROs may opt into TaxesToGo. Features and integration depend on eligible provider configuration. OLT Pro has its own supported portal features.

What does the CRM cost?

CRM setup is a $399 one-time add-on for Silver or Gold and included with Platinum. First month access is included, then $99/month for CRM access. Hosting and possible communication usage are separate.

What banks can I work with?

Enrollment assistance is available for Refund Advantage and Santa Barbara Tax Products Group (SBTPG). Approvals and financial products depend on provider criteria.

Are service bureau fees published?

Partnership terms are discussed individually during consultation and outlined in the signed ERO partnership agreement.

Is the package price a monthly subscription?

The software package price is a one-time seasonal purchase. CRM access may have separate recurring charges.

Will I need to renew next year?

Seasonal software renewals are required. Future renewal pricing will be announced separately.

Does Platinum include hosting?

Platinum includes website design and setup. Website hosting is separate.

Are virtual assistant services included?

Packages cover software, training and the listed benefits.

How do I get started?

Choose the relevant service and contact our team. We will explain eligibility, required documents, and the next step before work begins.

Can I send sensitive documents by email?

Use the secure document submission method provided by our office for Social Security numbers, identification, and financial records.

Are consultations free?

Consultation availability and any applicable charges are disclosed before booking.

Do you provide services remotely?

Remote availability varies by service and applicable rules. Contact us to confirm the appropriate service method.