Level Up Quest

Phuc Ly, an Enrolled Agent (100817EA), holds a Bachelor’s degree from San Jose State University. Phuc has over 17 years of experience in the tax industry, having built and grown Alpha B Group Tax and Bookkeeping into a highly successful firm based in Santa Clara, CA. Under Phuc's leadership, the firm became Yelp’s #1 rated tax firm in the country, managing a diverse client base of around 800 individuals and businesses, primarily focused on those with stock options and complex tax scenarios. Throughout the years of ownership, Phuc trained and developed a team of employees who were capable of handling high-value, client-facing responsibilities. This training empowered them to conduct one-on-one meetings with clients, perform intricate tax planning, and take on complex tasks with minimal supervision. This strategic delegation not only freed up time but also helped grow the firm into a seven-figure business. After selling the tax firm, Phuc’s new mission is to share this experience and knowledge by training the next generation of tax associates. Through Level Up Quest, Phuc focuses on helping tax professionals take on more advanced work, using a unique learning approach that combines visuals, storytelling, and analogies to simplify even the most complicated tax topics. This method ensures that learners grasp key concepts with greater clarity, making tax education more engaging and effective.