ELEVATING EVERY CLIENT. EMPOWERING EVERY PROFESSIONAL.
Rutledge Tax & Business Solutions

Business Solutions

Professional support for launching, organizing, and growing your business—without one-size-fits-all service packages.

Our expertise

A Business Services Division Built for Growth

Tax & Business Support

Business and individual tax preparation, amendments, prior-year returns, tax planning, IRS notices, audit support, return reviews, document organization, and recordkeeping guidance.

Business Startup & Development

Startup consultations, LLC and EIN assistance, business structure and registration guidance, compliance education, process setup, and growth planning.

Tax Professional Services

PTIN renewal and application assistance, EFIN guidance, tax office startup, mentorship, onboarding, training, and business operations support.

Administrative Services

Business letters, forms, agreement templates, invoices, professional formatting, correspondence, and document organization.

CRM & Digital Automation

CRM setup, booking systems, lead capture, client pipelines, email/SMS workflows, landing pages, websites, and digital organization.

Notary Services

By-appointment notarization of eligible acknowledgments, jurats, affidavits, powers of attorney, and other documents within the notary commission and Alabama law.

Business Consultations

Individual needs assessment, workflow improvements, startup planning, marketing and retention strategies, action plans, and recommended next steps.

Answers & guidance

Frequently Asked Questions

Are business service prices listed online?

We provide service information and personalized quotes based on the scope of work.

Can you help form an LLC?

We may assist with administrative formation steps and guidance where authorized.

Do you offer remote online or mobile notarization?

Contact our office to confirm which appointment formats are available.

Where are notary appointments offered?

Contact our office to confirm service locations, document requirements, appointment availability, and applicable fees.

Can you build my website and CRM?

Website design and CRM setup are available within an agreed project scope, with any hosting or usage charges separately disclosed.

Do consultations include an action plan?

A needs assessment, recommendations, action plan, and follow-up guidance may be included depending on the consultation selected.

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.