Route Every Person The Right Way.
Use this page to send clients, referrals, business owners, and team prospects to the correct WealthFlow link. Clean routing keeps the workflow organized and helps every person land in the right process.
Referral Reward Intake
Send this link to anyone who was referred to WealthFlow. They can complete the form themselves so we know what service they need and who should receive referral credit.
Client Intake
Use this for clients ready to start the general intake process for tax preparation or financial service support.
Open Link →Tax Resolution
Use this for clients dealing with IRS notices, balances owed, tax problems, or tax resolution support.
Open Link →Bookkeeping
Use this for business owners needing bookkeeping, records cleanup, expense tracking, or financial organization.
Open Link →PTIN / ERO / Founder
Use this for people interested in WealthFlow team pathways, tax preparation training, office operation, or expansion.
Open Link →Referred Client
Use this when someone says they were sent by a current client, team member, or referral partner.
Open Link →Contact WealthFlow
Use this for people who are unsure which service they need and should be routed by the WealthFlow team.
Open Link →