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

Tax Services, Elevated

Thoughtful individual and business tax assistance with transparent processes and secure document handling.

Our expertise

Tax Services Designed Around You

Individual Tax Preparation

Federal and state returns tailored to the information you provide. We review filing status, income, credits, and applicable deductions.

Business Tax Preparation

Support for eligible business tax filings and business income documentation, based on the entity and engagement scope.

Amendments & Prior-Year Returns

Corrections to previously filed returns and assistance with prior tax years. Amendment fees are paid upfront.

IRS Notice Assistance

Help understanding notices, organizing records, and determining next steps. Representation is provided when authorized.

Tax Return Review

A focused review of available return information to identify questions, inconsistencies, or items needing clarification.

Tax Planning Consultations

Discuss recordkeeping, anticipated income, estimated payments, and planning considerations within our authorized scope.

Our expertise

Our Client Process

01 · Get Started

Tell us about your filing needs and receive instructions.

02 · Upload Securely

Use the designated secure link to provide your documents.

03 · Review & Approve

Answer follow-up questions and review the completed return before filing.

Answers & guidance

Frequently Asked Questions

How quickly can my return be prepared?

The typical target is 24–72 hours after all necessary documents and information are received. Complex returns and verification may take longer.

Can fees be taken from my refund?

Eligible clients may select a provider-approved refund transfer, subject to separate fees, agreements, and availability.

Are refund advances available?

Eligible applicants may be offered advances up to $7,500, subject to participating lender approval, terms, and availability.

How can I receive my refund?

Provider-supported options may include direct deposit, eligible Green Dot prepaid cards, or an in-office printed check.

Do you charge for amendments?

Amendment services require upfront payment. Applicable pricing is disclosed before work begins.

Does filing with you guarantee a refund?

The IRS and state agencies determine tax liabilities, offsets, acceptance, and refunds.

What documents should I prepare?

Government-issued identification, income statements, dependent information, prior returns if available, and documentation supporting deductions or credits.

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.