Tier Select
Choose Your Level. Move With Structure.
Select the tier that matches where you are right now. Whether you are learning, operating, or building, WealthFlow is structured to help you move with clarity, responsibility, and direction.
PTIN Level
For individuals who want to learn the process, prepare returns, and execute inside a structured system.
ERO Level
For operators who want to manage workflow, oversee preparers, and move with office-level responsibility.
Founder Level
For builders who want to expand structure, support teams, and prepare for long-term growth.
Entry Level
PTIN
$120
Tax preparation role with limited system access and structured training path.
Operator Level
ERO
$300
Office-level pathway for those prepared to manage responsibilities and team workflow.
Expansion Level
Founder
$600
Builder-level position for those ready to help expand the WealthFlow structure.
Submit Interest
WealthFlow Tier Interest Form
Complete the form below and choose the tier that best matches your current level of readiness. All submissions will be reviewed before onboarding.