Explore Packages
Review Silver, Gold, and Platinum benefits and public seasonal purchase prices.
Learn more →Rutledge Tax & Business Solutions
ERO Partnership Opportunities
Build your tax business with software access, education, operational resources, and a consultation-led onboarding process.
Our expertise
Your Path to Partnership
Schedule a Consultation
Discuss your software selection, business needs, and provider requirements.
Learn more →Complete Onboarding
Review and sign applicable agreements, verify eligibility, and complete provider setup.
Our expertise
Private ERO Agreement Terms
Partnership terms are discussed individually during consultation and outlined in the signed ERO partnership agreement.
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.