Learn Tax Strategies at Your Own Pace
Access a growing library of tax strategy courses designed to help you move beyond tax preparation and start understanding advisory-level concepts with confidence.
What is the Passive Membership?
Passive membership gives you on-demand access to Level Up Quest’s tax strategy training library.
You can watch lessons, learn new strategies, and build your advisory knowledge without needing to attend live meetings or workshops.
This is ideal if you prefer learning independently and implementing at your own pace.
WHAT YOU GET
Here's everything you get with our exclusive Passive Membership
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On-demand tax strategy courses
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Visual explanations of complex tax concepts
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Step-by-step walkthrough lessons
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A growing library of strategy topics
Want Mentorship?
See our Active and Lead membership that comes with weekly mentorship meetings.
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Level Up Membership Active
BundleTraining and mentorship for tax professionals to confidently guide client conversations around tax strategies and deliver tax advisory services, not just tax preparation. All while earning CE credits.
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Level Up Membership Lead
BundleA mentorship and training community for tax professionals to learn tax advisory, guide client conversations with confidence, and help firm owners build structured, scalable firms.