Rutledge Tax Solutions - Client Intake Form

Welcome to the First Step Toward Professional, Personalized Financial Services

Thank you for choosing Rutledge Tax Solutions. This secure intake form is designed to gather the necessary information we need to begin working with you. Whether you're filing your taxes, addressing past issues, or restoring your credit, our goal is to provide exceptional service with integrity, accuracy, and confidentiality.
Please complete all applicable sections to the best of your knowledge. If you need assistance, don't hesitate to contact our office.

🕒 Office Hours: Monday – Friday, 8:00 AM to 7:00 PM
📧 Email: info.rutledgetaxsolutions@gmail.com
📞 Phone: 205-421-8222

Client Intake Form

First Name*

Last Name*

Primary Email*

Primary Phone*

Full Address*

City*

ZIP / Postal Code

State / Province*

Country*

Make an Appointment: You will be able to choose from available Appointments on the next step

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Signature Required

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By signing below, I confirm that the information provided is true and accurate to the best of my knowledge. I acknowledge and agree to proceed with services from Rutledge Tax Solutions.

Confidentiality & Legal Notice:
Your information is protected under federal law and will be used solely for the purpose of providing tax and/or credit services through Rutledge Tax Solutions. We operate in full compliance with Internal Revenue Code §7216 and all IRS confidentiality guidelines.

Thank you for choosing Rutledge Tax Solutions™.
We're honored to assist with your tax, credit, or financial needs. Your submission is safe and confidential. One of our licensed professionals will review your intake and follow up within 24–48 business hours.

Client Intake Form

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