Stop Being the Bottleneck of Your Own Firm.
Level Up Quest gives tax professionals the training, weekly live mentorship, and proven system to add high-value advisory services — without replacing your compliance practice or starting from scratch.
NASBA & IRS-Approved CPE/CE · Cancel Anytime · Weekly Live Sessions
Two Minutes That Could Change How You Run Your Firm.
Watch Phuc walk through the exact problem Level Up Quest was built to solve — and why most tax professionals stay stuck doing everything themselves.
The Struggles Holding Your Firm Back
If any of these hit home, you're in the right place. Level Up Quest was built to solve every single one.
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're afraid of giving wrong advice. You need guidance and a safety net — not just a course to watch alone.
Building in-house training would take 80+ hours you don't have. So it never gets done.
Other CPE providers put you to sleep. You need training that actually sticks and transfers to client work.
You keep attracting the same clients at the same fees because nothing about your offering has changed.
Level Up Quest solves every single one of these.
Sound like your week?
Your Situation Is Different. Your Path Should Be Too.
Level Up Quest isn't one-size-fits-all. Whether you run a team that needs training or you're building your advisory practice solo, we have a dedicated path — with mentorship built in at every step.
You built this firm to create freedom — not to be the only person who can handle client work. We train your team so you can finally step out of the weeds.
Knowing tax strategies and confidently offering them to clients are two different things. We bridge that gap with live practice and real mentorship.
Before Level Up Quest
Stuck in compliance work. Can't delegate. Unsure how to offer advisory. Training team takes time you don't have.
After Level Up Quest
Confident advisory conversations. Trained team that handles client work. New revenue from strategies you were already in a position to offer.
Free · No pressure · 20 minutes
A System That Gets You Results, Not Just Credits.
Most CPE programs stop at the content. Level Up Quest is built around a 6-step progression — from onboarding to implementation — with live mentorship at every stage so you never get stuck.
Join & Get Onboarded
Choose your tier and get a personalized onboarding session with a 30-day roadmap tailored to your goals.
Attend Weekly Roundtables
Every week: a live group session with a new tax strategy, real client Q&A, and accountability check-ins.
Take Engaging CPE Courses
Visual, story-driven CPE/CE courses at your own pace. No boring slides — concepts that actually stick.
Master Strategies at Workshops
Twice-yearly deep-dive workshops on high-value tax strategies — Augusta Rule, cost segregation, S-Corp planning, and more. Limited seats. Members get first access.
Practice Before It's Real
Mock client meetings simulate the actual conversations you'll have. Interactive exercises and AI-powered practice tools let you build confidence before it counts.
Add Revenue, Month by Month
Introduce your first advisory service in month one. By the end of the year, you'll have a complete advisory practice — new strategies, new revenue, and clients who see you differently.
Free · No pressure · 20 minutes
I Built It. I Sold It. Now I'm Teaching Everything I Learned.
Everything taught inside Level Up Quest is battle-tested: strategies that work for adding high-value advisory services, systems that scale teams, and frameworks that grow firms. You're not getting theory — you're getting exactly what I used.
Free · No pressure · 20 minutes
Choose Your Level
Three tiers built for every stage of your journey. Cancel anytime.
For building clarity and confidence at your own pace. The foundation of tax advisory knowledge.
Cancel anytime
For turning tax knowledge into confident, billable advisory work with live mentorship and real practice.
Cancel anytime
For growing and scaling a modern tax firm. Includes everything your team needs to run without you.
Annual billing · Cancel anytime
Your CE credits are covered — and so is your growth.
The Moment Everything Clicks.
Tax professionals who joined Level Up Quest describe the same shift — from uncertain to confident, from avoiding advisory conversations to leading them.
"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 feel enlightened. I came across a client with ISOs and it used to take hours of research. Now I have a clear framework for the tax treatment — and the confidence to walk the client through it."
"The visuals and storytelling make complex topics genuinely enjoyable. Despite the specialized content it's beginner-friendly. I finished my first module and I'm more excited than ever to keep going."
"Learning this way is actually fun — the combination of video discussion, mock client meeting, and quiz makes information stick. I've taken a lot of CPE. This is different."
"The mock client meeting section showed me exactly what questions clients ask — so I'm not caught off guard when it's real. That kind of preparation is genuinely invaluable."
"Every part of the course is immediately applicable. The way complex strategies are broken down makes them manageable — and I left each lesson knowing exactly what to do next with my clients."
1,100+ CPE Hours Delivered
Tax professionals across the country — CPAs, EAs, and preparers — learning, practicing, and growing inside Level Up Quest.
Free · No pressure · 20 minutes
Every Week You Wait Is a Week Behind.
The cost of waiting
Every week that passes is another live mentorship session you can never get back, another workshop that might fill up, and another month your competitors are pulling ahead. The gap between where you are and where you want to be doesn't close on its own.
Weekly Sessions You're Missing Right Now
These aren't recorded lectures. They're live, interactive roundtables where real client questions get answered. Every week you're not in the room is free mentorship gone forever.
Workshops Fill Up Fast
Deep-dive strategy workshops run only 2–3 times a year with limited seats. Miss the window and you're waiting months for the next one.
The Gap Widens Every Day
Right now, other firm owners are adding advisory services, charging more, and building deeper client relationships. The gap grows every month you wait.
A single advisory engagement typically adds $2,000–$5,000 in fees. Every month you delay is a month of that revenue you'll never get back.
Frequently Asked Questions
Your Clients Already Need Advisory Services. Start Offering Them.
The strategies exist. The demand is there. What's missing is the confidence, the system, and someone in your corner who has already done it. That's exactly what Level Up Quest provides — and the first step takes less than 10 minutes.
NASBA & IRS Approved · Cancel Anytime · Weekly Live Sessions