Become a Better Advisor. Build a Stronger Tax Firm.
Level Up Quest helps tax professionals become confident advisors and helps tax firm owners develop the people and systems to deliver advisory at scale.
Learn practical tax strategies, tax planning, client conversations, pricing, implementation, and firm systems through hands-on training, weekly live mentorship, workshops, and CPE/CE.
NASBA & IRS-Approved CPE/CE · Weekly Live Sessions · Practical, Real-World Training
See What Level Up Quest Is All About.
Watch Phuc explain why Level Up Quest was created and how practical training, live mentorship, and real-world practice help tax professionals become better advisors.
The Struggles Holding Your Firm Back
If any of these hit home, you’re in the right place. These are the challenges Level Up Quest is designed to help tax professionals and firm owners work through.
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 know advisory could create more value for clients, but you don’t yet have a repeatable process for delivering it.
These are exactly the kinds of challenges we work on inside Level Up Quest.
Sound like your week?
Who Level Up Quest Is For
Whether you're developing your own advisory skills or building a team that can take on higher-value client work, Level Up Quest gives you a practical path forward with training, practice, and mentorship.
Stop Being the Bottleneck of Your Own Firm.
A tax firm cannot scale advisory if every important client conversation, strategy decision, review, and implementation step still depends on the owner. Level Up Quest develops your people, processes, and systems so your team can deliver advisory work with confidence.
Tax Professionals Who Want to Become Better Advisors
For CPAs, Enrolled Agents, tax preparers, and tax professionals who want to become confident delivering tax planning and advisory services. Learn to spot tax planning opportunities, explain strategies in plain English, lead client conversations, price advisory work, and implement strategies 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
Stronger advisory skills. Better client conversations. A team that's better prepared to take on higher-value work. A more repeatable process for delivering advisory.
Free · No pressure · 20 minutes
Turn Tax Knowledge Into Advisory Skills You Can Use.
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.
Join the Weekly Sprint
Each week, join a live group session focused on practical tax advisory, tax planning, client situations, implementation, or firm development, followed by real-world Q&A and discussion.
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.
Develop a Repeatable Advisory Process
Bring the pieces together: identify opportunities, evaluate strategies, explain recommendations, price the work, implement when appropriate, and follow through with the client.
Free · No pressure · 20 minutes
I Built It. I Sold It. Now I'm Teaching Everything I Learned.
Phuc Ly, EA, is the Founder of Level Up Quest and a tax advisory educator and mentor. After more than 20 years in the tax industry, Phuc built a tax firm from the ground up, grew it into a 17-person, seven-figure practice, and sold the firm in 2023. Today, he helps tax professionals become better advisors and helps tax firm owners develop the people and systems needed to deliver advisory at scale.
Level Up Quest is built around practical application. We don't stop at explaining tax concepts. Members practice identifying opportunities, explaining strategies, navigating client conversations, pricing advisory work, and following through on implementation.
Free · No pressure · 20 minutes
Choose Your Level
Three tiers built for different stages of your advisory journey.
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
Tax Advisory Resources
Want to see what we actually teach? Browse practical resources on tax advisory, client conversations, tax strategies, and implementation.
Explore ResourcesYour 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
Advice Only Creates Value When You Can Put It Into Action.
Most tax professionals already know more than they give themselves credit for. The harder part is turning that knowledge into a recommendation you can explain, price, implement, and stand behind with a client.
Knowing Isn’t the Same as Doing
Learning another tax concept doesn’t automatically make it easier to recognize the right client, explain the opportunity, or recommend the next step.
Practice Builds Confidence
Client conversations get easier when you’ve practiced the questions, explanations, and decisions before you’re sitting across from the client.
Implementation Is Where Value Happens
A strategy on a checklist doesn’t help the client. The value comes from evaluating whether it fits, explaining the trade-offs, and helping move the right strategy through implementation.
Level Up Quest is designed to help close the gap between knowing tax and confidently applying that knowledge with clients.
Frequently Asked Questions
Become a Better Advisor. Build a Stronger Firm.
Whether you’re developing your own advisory skills or building a team that can take on more client work, Level Up Quest gives you the training, practice, mentorship, and support to keep moving forward.
NASBA & IRS-Approved CPE/CE · Weekly Live Sessions · Practical, Real-World Training