Level Up Quest
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Level Up Quest Active Membership

Become a Better Tax Advisor.
Not Just a Better Tax Preparer.

You already know how to prepare tax returns. Now learn how to recognize advisory opportunities, explain tax strategies so clients actually understand them, and turn your tax knowledge into advice clients can act on.

Level Up Quest Active combines practical advisory training with weekly mentorship, hands-on practice, workshops, and CPE/CE-approved courses.

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$200/month Month-to-month. Cancel anytime.
Weekly Sprints  •  Live Mentorship  •  Tax Advisory Training  •  Workshops  •  CPE/CE
The Problem

Knowing Tax Isn’t the Same as Knowing How to Advise a Client.

You can prepare a flawless return and still freeze when a client asks the question behind the question. Most tax professionals run into the same moments:

What’s often missing is the opportunity to practice being an advisor.

A thoughtful tax preparer in a traditional, paper-heavy small tax office, holding a tax form and looking up with uncertainty about what additional advice to give

“I’ve worked on a few returns with this credit before, but I was only taught how to do it—this course gave me the backbone understanding to better advise my clients.”

— Victoria Nguyen, Level Up Quest member
How Active Works

Learn → Practice → Apply

You don’t need to know 100 tax strategies. You need to get better at recognizing opportunities, discussing them with clients, evaluating what makes sense, and helping the client take action.

Learn
I understand it.
“I always find your visuals incredibly useful, especially because of how you make them visually appealing and easy to understand at a glance. Their simplicity and clarity make the information more engaging and memorable, helping me retain it more effectively.”— Jenica Mae Amaro, Level Up Quest member
Practice
I can explain it.
“I find the mock client meeting most beneficial since it helped me practice what to answer to the client’s questions regarding 83b election.”— Judy Rose Diabordo, Level Up Quest member
Apply
I can actually do this with clients.
“This course is super helpful as some of our clients are looking into purchasing rental properties and are interested in applying available tax strategies. This course, due to the straightforward explanations, will help me provide quick strategies to clients who take interest in rental properties.”— Rosselle May Mendoza-Jontilano, Level Up Quest member
A Real Advisory Story

It Started With a W-4.

A client asked Phuc how to complete a W-4. Phuc helped, then suggested running a tax projection after about two full pay cycles.

The projection showed the client wasn’t maximizing the 401(k). Instead of telling the client what to do, Phuc asked:

“Is this something you want to do?”

That question opened planning around the 401(k), the Health FSA, and the Dependent Care FSA. The client had avoided the Health FSA because of the use-it-or-lose-it rule — until they looked at the family’s actual out-of-pocket medical expenses. Then maximizing it made sense.

The client increased the 401(k) and the Health FSA that year, then added the Dependent Care FSA the following year.

The Path

W-4
↓
Tax Projection
↓
401(k) + FSA Opportunities
↓
Client Takes Action
↓
~$7K First-Year Tax Impact

Approximate tax impact for this client: ~$7,000 the first year, ~$9,000 the following year. Results vary by client and are never guaranteed.

The takeaway isn’t the W-4. It’s what happened after:

Don’t just do what’s in front of you.

Notice → Ask → Discuss → Evaluate → Recommend → Help the Client Act

The Transformation

Stuck in Tax Prep → Confident Tax Advisor

The goal isn’t to memorize more tax strategies. It’s to know what to ask, what to look for, how to explain it, and what to do next.

Side-by-side comparison: on the left, an uncertain tax professional surrounded by paper forms in a cluttered old office; on the right, the same professional confidently advising a client in a modern office, pointing to a monitor showing the five-part CHILD Framework

Conceptual illustration. The monitor shows the real CHILD Framework areas: Care Costs, Head Start Savings, Income Shifting and Investment Planning, Life Events and Special Circumstances, and Deeper Planning Discussion.

The Advisory Framework

The LEAD Framework

Every advisory conversation inside Level Up Quest follows the same path — from the first question to real implementation.

L
Listen

Understand the client. Ask questions. Understand the goal and why it matters.

E
Evaluate

Review the facts, numbers, options, risks, tradeoffs, and feasibility.

A
Advise

Ask. Discuss. Explain in plain English. Help the client make an informed decision.

D
Deliver

Help turn the recommendation into action.

Implementation is where the value happens.

Live Every Week

Weekly Sprints

The point is not access to more information. The point is developing the ability to actually use what you learn.

Weekly Sprints are live sessions where members work through tax strategies, advisory situations, client conversations, firm-development issues, and actual member questions.

A strategy someone is trying to understand.

An actual client situation.

How to explain something to a client.

A member question that creates a useful group discussion.

You don’t have to attend every Weekly Sprint to get value from Active.

Sometimes one meeting gives you one idea, one better question, or one client conversation that you can immediately put into practice. Don’t measure the value by how many meetings you attend. Measure it by what you take back to your clients and actually use.

What if you miss one? Weekly Sprints are recorded. If you miss a meeting and want to watch it, you can request the recording. When a Weekly Sprint is especially valuable for the broader membership, Phuc may edit the recording and share it with everyone. The goal is not perfect attendance. The goal is application.
A Level Up Quest Differentiator

Complicated Tax Topics. Explained Visually.

Level Up Quest teaches with visuals, analogies, stories, client examples, plain-English explanations, and mock client conversations. Below is a real example — the five areas of the CHILD Framework, the same framework members use with clients who have kids.

Real framework from Level Up Quest training. Members also learn with ISO and RSU visuals, home office visuals, and many more.

“This is very helpful. It made ISO and AMT looks easy to explain with the client. The visuals are easy to understand and follow.”

— Charlyn Madayag, Level Up Quest member

The goal is not merely: “I completed my CPE.”

“I understand this well enough to explain it to a client.”

Hands-On Implementation

Workshops, Practice, and Mentorship

Active includes workshops — Passive members purchase them separately. Every workshop is built around hands-on implementation, so members leave thinking: “I know what to do next.”

Practice covers the skills advisory work actually requires:

  • Introducing an advisory opportunity
  • Asking better questions
  • Explaining a strategy simply
  • Handling client uncertainty
  • Discussing fees
  • Moving toward implementation

Mentorship means you bring real situations and get feedback — instead of wondering alone.

“I wasn’t 100% confident in my knowledge of The Agusta Rule, I had a pretty good idea. I did learn that the documentation matters a lot more than it was previously explained to me. I feel like I could explain it better and be confident in my ability to explain and document this for my clients.”

— DeeDee Onorato, Level Up Quest member
Your Mentor

I’ve Been Where You Are.

Professional photo of Phuc Ly, EA, founder of Level Up Quest

I’m Phuc. I started as a tax preparer.

I have more than 20 years in tax. I learned how to move beyond preparing returns. I built a tax firm serving hundreds of clients, trained employees, grew the firm to seven figures, and sold it.

One of the things I enjoyed most was training my team. That’s where my teaching style developed — around visuals, analogies, stories, real client situations, and plain English.

My goal isn’t to impress you with how complicated tax can be. My goal is to make it feel easier, so you can confidently explain it to someone else.

Phuc Ly, EA
Founder, Level Up Quest

Is Active For You?

Who Active Is For

Active is primarily for tax professionals who already know tax preparation but want to become better advisors. If any of these sound like you, you’re in the right place:

A note on Passive: if you primarily want self-paced education and CPE/CE without live mentorship, Passive may be the better fit. The comparison below makes the difference clear.
A confident tax advisor and an engaged small-business client discussing strategy together at a desk in a modern office, looking at a computer monitor
Choose Your Path

Passive vs. Active

Two ways to learn. One clear difference.

Passive

$99/month
  • Full self-paced course library
  • CPE/CE where applicable
  • Visual training and examples
  • Practice/application materials
  • No Weekly Sprints
  • No live mentorship
  • Workshops purchased separately
  • No regular real-client group discussions or live feedback

Primary outcome: Learn

Active

$200/month
  • Everything in Passive
  • PLUS:
  • Weekly Sprints
  • Live mentorship
  • Real client discussions
  • Workshops included
  • Feedback
  • Accountability
  • Practice
  • Implementation support

Primary outcome: Learn → Practice → Apply

Pricing

Active Membership

Active
$200/month
Month-to-month. Cancel anytime.
  • Full training library
  • CPE/CE where applicable
  • Weekly Sprints
  • Live mentorship
  • Workshops
  • Real client discussions
  • Practice
  • Feedback
  • Implementation support
Join Active Book a Call
Questions

Frequently Asked Questions

Do I need to already offer tax advisory?

No. Active is built for tax professionals who know preparation and want to become advisors. You do not need an existing advisory practice to start.

Is this just tax-strategy training?

No. Tax knowledge is part of it, but Active also focuses on recognizing opportunities, client conversations, explaining strategies, evaluating options, and implementation.

What are Weekly Sprints?

Interactive live sessions focused on tax, advisory, client service, and firm development. Members work through strategies, real client situations, and member questions together.

Do I have to attend every Weekly Sprint?

No. One useful idea, question, or client conversation can create meaningful value. Measure the value by what you take back to your clients and actually use.

What happens if I miss one?

Weekly Sprints are recorded. Members can request a recording for a meeting they miss. Especially valuable sessions may be edited and shared with the broader membership.

Are workshops included?

Yes for Active. Passive members purchase workshops separately.

Can I earn CPE/CE?

Yes, where applicable to the individual course.

How much time do I need?

There is no required number of hours. The training is self-paced, and you can participate in the live components that are useful to you. Focus on application rather than hours consumed.

What’s the difference between Passive and Active?

Passive is primarily LEARN. Active is LEARN → PRACTICE → APPLY — the full library plus Weekly Sprints, live mentorship, workshops, feedback, and implementation support.

Can I cancel?

Yes. Active is month-to-month. Cancel anytime.

What if I’m not sure which membership is right for me?

Book a call. We’ll talk through where you are and which path fits best. No pressure.

You Already Know Tax. Now Learn How to Use What You Know to Become a Better Advisor.

Learn the strategy. Practice the conversation. Ask questions. Get feedback. Work through real situations. Apply it with clients.

Learn → Practice → Apply

Join Active — $200/month Book a Call

Month-to-month. Cancel anytime.