Tax Client Checklist
Bring valid identification, W-2/1099 forms, dependent information, relevant expenses, and prior-year tax documents when requested.
Rutledge Tax & Business Solutions
Resources & Client Guidance
Helpful starting points for taxpayers, business owners, and tax professionals.
Our expertise
Prepare With Confidence
Use these general guides to prepare for an inquiry. Final document requirements depend on your situation.
Business Startup Readiness
Clarify your business activities, entity goals, recordkeeping needs, registration status, and operational priorities.
Tax Professional Readiness
Understand PTIN/EFIN requirements, due diligence obligations, professional conduct, and software eligibility.
Secure Document Practices
Use the designated secure portal for confidential tax and identification documents.
Refund Advance Information
Advances up to $7,500 may be available to eligible applicants. Approvals and terms are determined by the lender.
2027 Training Updates
The next preparer training schedule and enrollment dates are coming soon.
Learn more →