Level Up Quest
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Level Up Quest Passive Membership

Learn Tax Advisory at Your Own Pace.

Build your tax advisory knowledge with practical, visual training designed to help you understand tax strategies, recognize opportunities, and explain them more clearly to clients.

Learn on your schedule. Go at your own pace. Earn CPE/CE where applicable.

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$99/month Month-to-month. Cancel anytime.
Tax Advisory Training  •  Visual Learning  •  Practice Playground  •  CPE/CE
A tax professional who has gained confidence and clarity, able to explain tax concepts to clients
The outcome: confidence you can explain.
Complicated tax topic
Clear visual explanation
Interactive practice
Better understanding

The Level Up Quest approach: make complicated tax topics easier to understand through clear explanations, visual learning, and interactive practice.

The Problem

Tax Training Shouldn’t Make Complicated Topics Feel More Complicated.

You encounter something unfamiliar.

You Google it. Read an article. Watch a webinar. Take a CPE course.

You learn more information.

“Okay… but do I actually understand this well enough to explain it to a client?”

That’s the problem Level Up Quest is designed to solve.

The goal isn’t to overwhelm you with more tax information. It’s to help you understand what you’re learning well enough that you can actually use it.

“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 N., Level Up Quest member

Ready to understand it well enough to explain it?

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Visual Learning

Complicated Tax Topics. Explained Visually.

“Tax rules can be complicated. The explanation doesn’t have to be.”

Level Up Quest uses visuals, examples, analogies, stories, and real client situations to make difficult topics easier to understand.

“I know I’ve heard of this…”

“Okay. Now I get it.”

Passive also includes access to the client-ready Visual Library: appropriate training visuals you can use with clients to help explain tax concepts and guide client conversations. Not every course includes a client visual.

“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 A., Level Up Quest member
Practice Playground

Learn It. Play With It. Make It Stick.

Watching a lesson is only the beginning. That’s why Level Up Quest includes the Practice Playground - interactive activities designed to help reinforce what members are learning in a more engaging way.

Tax Games & Challenges

Test what you know through timed challenges, puzzles, scoring, and friendly competition.

Flashcards

Repetition of important concepts, rules, and terminology.

Tax Crossword Puzzles

Review tax concepts differently than another lecture or quiz.

AI-Powered Practice

Interactive AI activities designed to help members think through what they learned.

Scenarios & Knowledge Checks

Test recognition and understanding.

Real Examples From the Practice Playground

Schedule C Quest: a timed crossword game with characters, clues, a timer, and a leaderboard
Schedule C Quest. Timed crosswords, clues, scoring, and a leaderboard.
Two Truths and A Lie, STR Tax Strategy Edition: gameplay showing the De Minimis Election question with three answer choices
Two Truths & A Lie. Spot the lie. Answer fast for bonus points.
Trump Accounts Tax Challenge: an 8-word crossword with clues, a timer, and a leaderboard
Trump Accounts Tax Challenge. An 8-word crossword with clues and a timer.

“The Practice Playground isn’t about turning tax into a game just for the sake of it. It’s about making learning more interactive, giving you another way to practice, and helping important concepts stick.”

Some Practice Playground activities include leaderboards. Not every course includes every type of activity.

Client Situations

Don’t Just Learn the Rule. See How It Comes Up With a Client.

Practice Playground helps reinforce knowledge.

Client situations help you understand how that knowledge might appear in practice.

Depending on the course, Level Up Quest may include mock client conversations, examples, and scenarios. The kind of questions you’ll work through:

What might the client ask?

Hear the question the way a client would actually phrase it.

What information would you need?

Figure out what facts matter before jumping to an answer.

How would you explain the concept?

Practice saying it in plain language a client can follow.

What might you need to investigate next?

Learn what to check before giving advice.

“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 D., Level Up Quest member

Learn the strategies behind these client conversations.

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Training Library

Practical Training You Can Use With Real Clients.

Passive gives you access to the full Level Up Quest self-paced training library. Every training is built to be practical - the kind of knowledge you can actually bring to a client conversation.

Augusta Rule
Short-Term Rentals
Incentive Stock Options
Restricted Stock Units
83(b) Elections
Business vs. Hobby
Travel Expenses
Home Office
Mortgage Interest Credit
Paying Dependents
Examples of topics you may find in the training library. Illustrative preview — not a screenshot of the course platform.

Examples of topics you may find in the training library. The current catalog may differ as new training is added.

New training is added as Level Up Quest continues developing practical advisory tools, lessons, and resources.

The Transformation

From “I’ve Heard of This” to “I Understand It.”

A tax professional working through a tax concept, unsure whether she truly understands it
Before

“I’ve heard about this strategy, but I’m not confident I really understand it.”

The same tax professional now confident and clear, able to explain the concept to a client
After

“I understand how it works, when it might apply, and how I’d explain it to a client.”

“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 M., Level Up Quest member

Start your own before-to-after.

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CPE / CE

Earn CPE/CE While Building Skills You Can Actually Use.

Many Level Up Quest courses provide CPE/CE where applicable. You can earn required hours while learning training that actually helps you at work.

“But earning hours isn’t the end goal. Becoming better at your job is.”

Passive isn’t a commodity hours provider. It’s practical training that happens to earn you credit along the way.

Self-Paced

Learn on Your Schedule.

You decide when you learn and how quickly you move through the training.

Fit

Is Passive Right for You?

Passive is a good fit for tax professionals who:

“Teach me. Give me the tools. I’ll take it from there.”

If you’re thinking this - Passive was built for you.

“I want someone to help me practice this, answer my questions, and work through real client situations with me.”

If you’re thinking this - that’s what Active Membership is for.

If Passive sounds like you, start today.

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Passive vs. Active

Same Training Library. Different Level of Support.

Passive is a complete self-paced training product - not a weakened version of Active. Both give you the full training library. Active adds a higher level of support, live practice, and mentorship.

Passive

$99/month
  • Full training library
  • CPE/CE where applicable
  • Visual training
  • Practice Playground
  • Client scenarios

Active

$199/month
  • Full training library
  • CPE/CE where applicable
  • Visual training
  • Practice Playground
  • Client scenarios
  • Weekly Sprints
  • Live mentorship
  • Specialized workshops may be included or discounted depending on the workshop
  • Real-client Q&A
  • Feedback and accountability
  • Firm growth and scaling support
  • AI training and support

Passive = Learn→Active = Learn → Practice → Apply

The distinction is independent learning vs. guided application. Neither is the “lesser” product - they serve different needs.

Explore Active Membership
Member Proof

Members Who Gave Level Up Quest 5/5

These are individual members who selected 5/5 on the recommendation question in our original Level Up Quest course feedback surveys. The question was: “How likely are you to recommend this Level Up Membership to a friend, partner, or colleague?”

★★★★★
5/5

“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 O.
Augusta Rule
★★★★★
5/5

“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 N.
Mortgage Interest Credit
★★★★★
5/5

“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 A.
Schedule C – Business vs. Hobby
Pricing

Start Learning at Your Own Pace.

Level Up Quest Passive

$99/month

Month-to-month. Cancel anytime.

  • Full self-paced training library
  • Practical tax advisory training
  • Visual lessons and examples
  • Client-ready Visual Library for client conversations
  • Practice Playground activities
  • Client scenarios and mock client conversations
  • CPE/CE where applicable
  • Early access to sign up for workshops
  • New membership training as it’s added
Join Passive - $99/month

Month-to-month. Cancel anytime.

Want Weekly Sprints, live mentorship, workshops that may be included or discounted, real-client Q&A, and feedback?

Explore Active Membership
Questions

Frequently Asked Questions

What do I get with Passive Membership?

You get the full Level Up Quest self-paced training library: practical tax advisory training, visual lessons and examples, access to the client-ready Visual Library for client conversations, Practice Playground activities, client scenarios and mock client conversations, CPE/CE where applicable, early access to sign up for workshops, and new training as it’s added. There is no required weekly schedule.

What is the Practice Playground?

The Practice Playground is the interactive side of Level Up Quest training. Depending on the training, activities may include tax games and challenges, flashcards, crossword puzzles, AI-powered practice, scenarios, knowledge checks, and other interactive exercises. Not every course contains every type of activity.

Is Passive just a CPE membership?

No. Many courses provide CPE/CE where applicable, but earning hours isn’t the end goal - becoming better at your job is. Passive is practical training that happens to earn you credit along the way.

How much time do I need each week?

There is no required weekly schedule. Watch lessons when you have time, revisit topics when they come up with clients, and move through the training at your own pace.

Do Passive members attend Weekly Sprints?

No. Weekly Sprints are part of Active Membership.

Are workshops included with Passive?

Workshops are not included with Passive. Passive members get early access to sign up for live or online workshops as they become available. Workshops are separate from Passive Membership and may require separate registration and/or payment. For Active members, specialized workshops may be included or discounted depending on the workshop.

Can I upgrade to Active later?

Yes. If you later want live mentorship, Weekly Sprints, specialized workshops (which may be included or discounted depending on the workshop), real-client Q&A, and feedback, you can move to Active Membership.

What’s the biggest difference between Passive and Active?

Same training library, different level of support. Passive is complete self-paced training: learn at your own pace with visuals, Practice Playground activities, and client scenarios. Active adds guided application: Weekly Sprints, live mentorship, specialized workshops (which may be included or discounted depending on the workshop), real-client Q&A, feedback, and accountability.

Can I cancel?

Yes. Passive is month-to-month, and you can cancel anytime.

Learn It in a Way That Finally Makes Sense.

Build your tax advisory knowledge with visual explanations, interactive practice, and real client situations.

Learn when you want. Play with what you learn. Build knowledge that sticks.

$99/month Month-to-month. Cancel anytime.
Join Passive Explore Active Membership