AI Client Meeting

Ready to truly Level Up?

You're now in an exciting section where you can have mock client meetings with an AI-client. Answer the Ai-client's questions correctly while making it easy to understand. Get evaluated at the end of the meeting for instant feedback.

Choose a client you will be helping with today

Each client has a different scenario and questions.

Nancy Smith Owens

Help Nancy with her Non-statutory Stock Options.

Go to Meeting

Ian Sanders Olive

Ian has some questions regarding his Incentive Stock Options.

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Henry Harrison

Henry needs your advice on buying his first house.

Go to Meeting

Helena and Sam Simpson

Help this couple figure out what taxes they'll end up paying for selling their home.

Go to Meeting