Become a Better Advisor. Build a Stronger Tax Firm.
Level Up Quest helps tax professionals become confident advisors and helps tax firm owners develop the people and systems to deliver advisory at scale.
Learn the strategies. Practice the conversations. Apply what you learn with real clients.
Build Advisor Confidence · Real-World, Practical Training · Self-Paced or Live Learning
See How Level Up Quest Turns Tax Knowledge Into Action.
Watch Phuc explain why Level Up Quest was created and how it helps tax professionals move from learning tax strategies to confidently applying them with clients.
What's Holding You Back From Advisory?
If any of these hit home, you’re in the right place. These are the challenges Level Up Quest is designed to help tax professionals and firm owners work through.
You're the bottleneck. Every question, every client decision flows through you and only you.
You want advisory services but don't know how to price, introduce, or implement them.
You know tax, but you don't always feel confident giving advice. You understand the strategy, but you're not always sure when it applies, what to recommend, or how to explain it to the client.
You want to grow your firm and take more off your plate, but your team needs the training and confidence to lead client conversations without everything coming back to you.
Knowing the tax rule doesn't automatically mean knowing how to explain it, recommend it, or implement it with a client.
You know advisory could create more value for clients, but you don’t yet have a repeatable process for delivering it.
These are exactly the kinds of challenges we work on inside Level Up Quest.
Sound like your week?
Who Is Level Up Quest For?
Whether you're developing your own advisory skills or building a team that can take on higher-value client work, Level Up Quest gives you a practical path forward with training, practice, and mentorship.
Become a Confident Advisor.
For CPAs, Enrolled Agents, tax preparers, and tax professionals who want to deliver tax advisory services with confidence. Learn to spot opportunities, explain strategies in plain English, lead client conversations, price advisory work, and implement strategies with real clients.
Stop Being the Bottleneck of Your Own Firm.
A tax firm cannot scale advisory if every important client conversation, strategy decision, review, and implementation step still depends on the owner. Level Up Quest helps you develop your people, not just your own tax knowledge, so your team can deliver advisory work with confidence.
Turn Tax Knowledge Into Advisory Skills You Can Use.
Level Up Quest is built around a simple idea: learning matters more when you can use it. Understand the concept, practice how to apply it, then bring it into real client conversations and your firm.
Learn
“I understand it.”
Build real understanding. Practical tax strategies explained in plain English, with visuals and real examples that make complex topics stick.
- ✓ Plain-English explanations
- ✓ Visuals and real examples
- ✓ Practical training that sticks
Practice
“I can do it.”
Practice what you're learning. Work through realistic client scenarios the way you would need to handle them with a real client. Practice the questions, the explanation, and the decision, so you build confidence before it counts.
- ✓ Realistic scenarios and client situations
- ✓ Practice explaining strategies in plain English
- ✓ Build confidence before a real client is counting on you
- ✓ Interactive practice like the Practice Playground (Membership)
Apply
“I did it.”
Use it with real clients. Everything builds to this: a real conversation, with a real client, where you explain the strategy clearly and help move it into action.
- ✓ Walk into client meetings with confidence
- ✓ Have your visuals and recommendation ready
- ✓ Explain the strategy in plain English
- ✓ See the client understand and engage
- ✓ Help move recommendations into action
- ✓ Watch your team handle more on their own
This philosophy shapes everything inside Level Up Quest, whether you attend a focused Workshop or develop through Membership: understand it, practice it, then use it with real clients.
Free · No pressure · 20 minutes
Build the Skills You Need, the Way You Need Them
Level Up Quest helps tax professionals develop in two ways. Choose based on what you need right now. You can use either one on its own, or both.
Workshops & Bootcamps
Need focused development on a specific topic, skill, or client situation?
Focused, intensive training on one defined topic. Standalone. Open to non-members. No membership required.
Explore WorkshopsLevel Up Quest Membership
Want ongoing development throughout the year?
Continued learning, practice, and mentorship all year. Passive $99/month. Active $199/month. Month-to-month.
Explore Membership
I Built the Firm. Made the Mistakes. Now I Help You Learn Faster.
Building a 17-person firm taught me something most owners learn too late: growth isn't just about what the owner knows. It's about developing people who can think, communicate, and serve clients with confidence. That's the work I do now.
I don't believe tax professionals need another library of information. They need a better way to understand it, practice it, and use it. That's why everything I teach is built around plain English, visuals, practice, client conversations, and implementation. Phuc Ly, EA, Founder of Level Up Quest.
That experience shaped how I built Level Up Quest. I want tax professionals to have the guidance, feedback, and perspective I wish I had while building my own firm, so they don't have to figure everything out alone.
Trusted to Train Tax Professionals
Phuc has been invited to train tax professionals for the California Society of Tax Consultants, the Mission Society of Enrolled Agents, and in live firm trainings for 50+ professionals.
Free · No pressure · 20 minutes
Building a Firm Meant Building People
Some professionals who started and developed inside my firm later went on to larger roles, management positions, and entrepreneurial ventures.
Loc Nguyen, CPA
Joined Alpha B Group in 2020 with about nine months of tax experience. Four years of development under Phuc's mentorship. Went on to serve as an IRS income tax auditor and Tax Manager advising startup founders and venture-backed companies.
"What I appreciated most was that Phuc invested in people, not just results."
Sam
Joined Alpha B as a college student with no tax experience. Developed through Alpha B. Later built a career that included Avalara, Drizly, Uber, KPMG, Toast, and OpenAI.
"The opportunities, trust, mentorship, and experiences I gained there helped shape who I am today."
Prepare for the Client Situation Before It Happens.
A client brings you a situation. You may know the tax law involved. The harder question is whether you are prepared to guide the conversation.
Level Up Quest Workshops & Bootcamps are focused training built around a specific tax topic, professional skill, advisory conversation, or client situation. In a Workshop, you work through the situation the way you would need to with a real client.
For example: the CHILD Framework Workshop
Your client says: “We’re expecting a baby. What should we be thinking about for taxes?” Now what?
In this Workshop, you work through what matters, what to ask, what to explain, what to evaluate, and how to guide the conversation, so you are prepared before a real client asks. One example. Workshops can cover other tax topics, professional skills, and client situations.
See the CHILD Framework Workshop →No Level Up Quest Membership is required to attend. Format and activities vary by offering, and pricing varies by Workshop.
Explore WorkshopsChoose Your Quest
Membership is ongoing development throughout the year: continued learning, practice, and mentorship. Whether you're a firm owner, solo practitioner, or tax professional on a team, choose the membership based on how you want to learn and the level of live support, practice, feedback, and mentorship you want.
Learn at Your Own Pace. For tax professionals who want practical advisory training on their own schedule.
A simple way to start with Level Up Quest and experience how we teach.
Ready to Make a Change? For tax professionals who want more than information and are ready to practice, participate, ask questions, and put what they're learning into action.
Everything in Passive, plus the live Level Up Quest experience for only $100 more per month.
The Heart of Active
Weekly Sprints
Work through real strategies and client situations live. Practice conversations, ask questions, get feedback, and leave with actionable next steps. Can't make it live? Recordings are available upon request.
Practical Training That Can Also Earn CPE/CE
Build practical advisory skills while earning CPE/CE on eligible training.
See What Happens When Learning Becomes Action
Level Up Quest isn't designed to stop at understanding tax rules. The goal is to help members understand the strategy, build confidence, and use what they've learned in the real world.
“I understand it.”
"I have a good understanding of how ISOs affect AMT. I can hold a conversation about it now."
“I can do it.”
"It was my first time taking a training with a mock client meeting. It was engaging and brought up information I may have missed. When you discuss things out loud, you retain so much more."
“I did it.”
Used a Level Up Quest course visual with a real client
"Visuals more than anything. I got to use these exact ones today with a client."
Members also rated Level Up Quest 5/5 in course feedback surveys: DeeDee O. (Augusta Rule) · Victoria N. (Mortgage Interest Credit) · Jenica A. (Schedule C Business vs. Hobby)
Free · No pressure · 20 minutes
Implementation Is Where the Value Happens.
Knowing the tax strategy is only the beginning. The real value comes when you have the confidence to explain it, recommend it, and help the client put it into action.
Frequently Asked Questions
Ready to Become a Better Advisor?
Whether you're building your own confidence as an advisor or developing a team that can take on more responsibility, Level Up Quest gives you the training, practice, mentorship, and support to turn tax knowledge into action.
Want focused training on a specific topic, skill, or client situation?
Explore WorkshopsWant ongoing development throughout the year?
Explore MembershipNot sure which is right for you? Book a Call