Turn Tax Prep Into Paid Strategy
We train tax pros to explain strategy, lead client conversations, and get paid for planning.
Earn CPE Credits for CPAs and IRS CE Credits for Enrolled Agents
Get ready to level up your tax game! Level Up Quest brings you NASBA and IRS-approved CPE courses designed to help CPAs and Enrolled Agents check off their yearly requirements with ease.
Helping Members Make Taxes Easy for their Clients.
Our students have grown their skills by taking our courses. Here are just a few of their stories.
Fun, Interactive Learning That Sticks
Learning this way is fun especially with the combination of video discussion, mock client meeting and a quiz. Somehow, the information was retained.
Marvin C.
Mock Client Meetings Bring Concepts to Life
The part of the course that is beneficial, aside from video discussions, was the mock client meeting. It somehow helps me to know the possible question the client might ask regarding this topic.
Christine G.
Clear Visuals, Big Skill Boost
The course provided a well-structured curriculum that covered all the essential topics. The visuals kept the learning process interesting and very helpful as they are easy to follow. By the end of the course, I felt a significant improvement in my skills and knowledge.
Shaira P.
Engaging Role‑Plays Reveal Hidden Insights
It was my first time taking a training wherein there is a mock client meeting setting. It was engaging and clearly brought up additional information that I may have missed during the discussion session. It shows that when you are discussing things, you get to know more about the subject matter you are teaching.
Elmer C.
Instant Clarity on Complex ISO Questions
I feel enlightened. I came across a client that has ISOs and it took me a lot of time to do research on its tax treatment and effects. But now, I have an overview on its effect and it really helped me a lot.
Theamarie D.
Every Module Packed With Value
Every part of the course is essential, helpful and very much informative.
Gennilyn M.
Have Employees? Let Us Train Them.
If you're a firm owner looking to train your employees to deliver client-ready tax strategy, we’ve got you covered.
From Prep Work to Client Conversations
Build the skills that lead to tax strategy discussions
You already know how to prepare returns. Now it’s time to lead strategy conversations. Grow your confidence in client meetings, explain tax strategies clearly, and become the trusted advisor clients rely on.
Your 3‑Step Path from Preparer to Trusted Advisor
Learn the strategy, get guided support, and practice until it sticks.
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Engaging E-Courses
Learn the StrategyShort, visual lessons break down complex tax topics into clear talking points, client‑ready visuals, and actionable to‑dos you can share right away. Every course is built to move you from form‑filler to strategy guide - and earn CE credits along the way.
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Group Mentorship
Get Unstuck FastBring real client questions, workshop tricky scenarios, and tap seasoned tax pros in weekly live sessions. You’ll never be left guessing - we’ll solve client situations together.
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Learn by Doing
Build Real ConfidenceKnowing the rules is step one; mastering them takes deliberate practice. In our Practice Playground you’ll quiz yourself, run AI‑powered mock meetings, flip through flashcards, and use other skill‑building tools. Every session lets you test knowledge, sharpen communication, and grow into the advisor clients trust - all in a safe, supportive space.