Terms & Conditions

Publication review required. Confirm actual practices and obtain qualified legal review before publishing. Effective date: November 10, 2026.

Acceptance and Scope

These website terms govern general use of the website and inquiries for services. A signed engagement letter, software agreement, ERO partnership agreement, bank disclosure, or other applicable service contract controls its specific transaction in the event of conflict.

Services

Services may include individual and business tax preparation, amendments, IRS notice assistance, return review, business consulting, formation guidance, administrative support, notary services where authorized, tax professional mentorship, software onboarding, CRM setup, and website design. Availability is subject to qualifications, provider requirements, and applicable law.

Client Responsibilities

Clients must supply accurate, complete, timely information, respond to reasonable requests, review documents and returns before approval, and pay agreed charges. We may decline or pause services where information is incomplete, inconsistent, fraudulent, or legally insufficient.

Tax Preparation and Timing

Our typical preparation target is 24–72 hours after all required documents and information are received. Complex situations, due diligence, corrections, and provider interruptions can extend the timeline. IRS or state agencies determine refund timing.

Tax Preparation Payment and Amendments

Applicable preparation fees and payment options are disclosed before engagement. Eligible refund transfers may permit authorized fees to be withheld from a refund under a separate provider agreement. Amendments require upfront payment. Invoices are issued through GoHighLevel for billed services.

Refund Transfers and Advances

Refund transfer options may include eligible direct deposit, Green Dot prepaid cards, or office-printed checks, depending on provider availability. Refund advances of up to $7,500 may be offered to eligible applicants through participating lenders. Approval, amount, terms, repayment, and disbursement are controlled by the lender.

Outstanding Advances and Fraud

Repayment duties arise from the governing lender agreement and applicable law. Lawful collection or civil remedies may apply to unpaid obligations. Suspected actual fraud may be referred to appropriate authorities where supported by evidence and law.

Email and Text Communications

Rutledge Tax and Business Solutions may send appointment confirmations and reminders, responses to inquiries, and service updates by email or text. We may also send promotions, offers, and business updates to people who opt in to receive marketing messages. Marketing text consent is separate from service text consent and is optional when purchasing services.

Text message frequency varies. Message and data rates may apply. Reply STOP to opt out of texts or HELP for assistance. You may also email [email protected] for help or to update your preferences. To stop promotional emails, use the unsubscribe link in the email.

Cancellations and Refunds

To cancel or reschedule, contact our office at least 24 hours before your scheduled appointment. If you cancel with less than 24 hours’ notice, the refund is 50% of the amount paid for the appointment, subject to the seven-day refund cutoff. If you cancel at least 24 hours before your appointment and request a refund within seven days of payment, you are eligible for a 75% refund of the amount paid if work on the service has already started. Refund requests made more than seven days after the payment date are ineligible. Other refund situations and charges are governed by the applicable service agreement and consumer protection law.

Diamond Elite Package Purchases

Diamond Silver is $1,499, Diamond Gold is $1,749, and Diamond Platinum is $1,999 as one-time seasonal package purchases. All offer a choice of OLT Pro or TaxSlayer ProWeb and unlimited federal and state returns under the applicable license. Software access and bank enrollment depend on provider eligibility, compliance, and activation. Future seasons require renewal at prices disclosed when available.

Private ERO Terms

Partnership terms are discussed individually during consultation and outlined in the signed ERO partnership agreement.

CRM Subscription

CRM setup is a $399 one-time add-on for Silver and Gold and is included in Platinum. The first month of CRM access is included with the applicable setup or package. CRM access thereafter is $99/month. Website hosting is separate. Additional messaging or platform usage charges may apply. Recurring billing is subject to applicable law and the subscription agreement.

Platinum Website

Platinum includes an agreed-scope tax business website setup with mobile-responsive core pages, branding, client forms, booking, a secure portal link, basic SEO, policy pages using approved content, and CRM integration. Hosting, domains, revisions, ownership, and transfer terms are governed by the written project agreement.

Training, Recruitment and Mentorship

The 2027 Rutledge Tax Solutions training schedule, class times, and enrollment dates are coming soon. Recruitment and onboarding are handled separately. Training and mentorship outcomes vary.

Notary and Professional Scope

Notarial acts are performed within the notary commission and Alabama law. Regulated professional services require applicable credentials.

Intellectual Property

Templates and original materials provided with our services are subject to applicable copyright and license terms. Third-party marks and software remain the property of their owners.

Third-Party Providers and Outcomes

Bank products, software, payment processing, and external services are subject to separate provider terms. Refund amounts or dates, advance approvals, EFIN approvals, and business outcomes vary.

Liability and Disputes

Rights and liabilities are governed by applicable law and the relevant signed service agreement. Nonwaivable consumer protections apply. Alabama law may govern subject to mandatory applicable law. Any arbitration or rights waiver requires a separate lawful agreement.

Updates and Contact

We may update these terms prospectively as permitted by law. Material changes to existing paid agreements or subscriptions require any applicable notices and consent. Contact [email protected] or 205-964-0305.