Diamond Silver — ERO Starter
$1,499 one-time seasonal package. Foundational software, training, and resources.
Learn more →Rutledge Tax & Business Solutions
Diamond Elite Tax Software
The software. The training. The mentorship. The systems to help you build your tax business.
Our expertise
Choose Your Diamond Experience
All packages provide a choice of OLT Pro or TaxSlayer ProWeb and unlimited federal and state returns under the applicable software license.
Diamond Gold — Business Builder
$1,749 one-time seasonal package. Expanded mentorship, branding, and business resources.
Learn more →Diamond Platinum — CEO Experience
$1,999 one-time seasonal package. Premium coaching, CRM setup, and website design.
Learn more →Our expertise
Compare the Packages
| Benefit | Silver | Gold | Platinum |
|---|---|---|---|
| Seasonal package | $1,499 | $1,749 | $1,999 |
| OLT Pro or TaxSlayer ProWeb | Yes | Yes | Yes |
| Unlimited federal/state returns | Yes | Yes | Yes |
| Five-week ERO academy | Yes | Yes | Yes |
| Private mentorship sessions | — | 2 | 4 total |
| Customizable marketing graphics | 10 | 20 total | 30 total |
| CRM setup | $399 add-on | $399 add-on | Included |
| Custom tax business website | — | — | Included |
| Group coaching | Community support | Monthly mentorship | Weekly tax-season coaching |
Our expertise
Software, Banking & Technology
Software access and financial product enrollment are subject to provider requirements.
OLT Pro
Professional tax preparation platform with provider-supported document and client portal functionality.
Learn more →TaxSlayer ProWeb
Professional cloud-based tax preparation, with eligible TaxesToGo functionality.
Learn more →TaxesToGo — Optional
All EROs may request TaxesToGo. Eligible features depend on the software platform and provider configuration.
Bank Product Assistance
Guidance for Refund Advantage and SBTPG enrollment, subject to approval and underwriting.
CRM & Automation
CRM add-on for Silver and Gold. Platinum includes setup. First month access included, then $99/month for CRM access.
Platinum Website Setup
Responsive Home, About, Services, Contact, and FAQ pages, forms, booking, portal link, basic SEO, and CRM integration. Hosting separate.
Our expertise
Private Partnership Arrangements
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.