Workshops & Bootcamps
Focused training where tax professionals and teams learn, practice, and apply the skills they need in real client situations and inside their firms.
No Level Up Quest Membership required. Choose the Workshop or Bootcamp that fits what you want to work on.
Workshop Opening Soon
A 3-hour, hands-on tax strategy workshop. Learn the CHILD Framework for advising clients with children, and practice guiding the advisory conversation using the LEAD Framework.
Workshop Coming Back
Date to be announced
Get your team aligned on what a 5-star client experience looks like before busy season begins. Build a shared standard for how clients should be served across the firm.
The Advisory Gap
You can understand a tax rule and still not feel ready when a client asks, “What should I do?”
Real advisory work requires more than knowing the answer. You need to recognize what matters, ask the right questions, evaluate the options, explain the tradeoffs in plain English, and help the client understand what happens next.
That gap between knowing the tax law and confidently guiding the client is what Level Up Quest Workshops are designed to help you close.
In the client meeting
“What should I do?”
“Does this apply to me?”
“What are my options?”
“What do you recommend?”
“What happens next?”
The Level Up Quest Difference
How a Level Up Quest Workshop works
Start with the lesson. Understand the concept, framework, strategy, or professional skill being taught.
Don’t stop at understanding it. Depending on the Workshop, practice may include:
These activities reinforce the learning and provide practice reps before the skill is needed in the real job.
Take it back to the real job. Use the resources, frameworks, tools, and practice reps from the Workshop to apply what you learned with clients, your team, or inside your firm.
Activities and formats vary by Workshop.
The Transformation
The goal isn’t to leave with more information. It’s to leave better prepared to use what you learned.
Level Up Quest Workshops combine the lesson with practice, repetition, and resources designed to help you take the next step in your actual work.
The shift we’re working toward
I understand the topic, but I’m not sure how I’d handle it when it comes up.
I’m better prepared to recognize the situation, ask the right questions, explain the options, and guide what happens next.
Our Tax Strategy Workshops use practical frameworks to help you understand and apply the tax strategy, while developing the advisory skills needed to use it with a real client.
Alongside the tax strategy framework, we use the LEAD Framework to practice how to guide the advisory conversation from understanding the client’s situation through recommendation, implementation, and follow-through.
Understand the client, their goals, their situation, and what they are trying to accomplish.
Review the facts, numbers, options, risks, tradeoffs, and feasibility.
Explain the recommendation in plain English, discuss the options, and help the client make a decision.
Turn the recommendation into action through implementation, follow-through, and verification.
For example
In the CHILD Framework Workshop, CHILD organizes the tax strategies and planning considerations surrounding clients with children.
LEAD provides the process for guiding the client through the advisory conversation.
Learn the strategy + practice delivering the advice.
Real Workshop Results
The 5-Star Client Experience Workshop brought a tax firm team together before tax season to define what a strong client experience should look like, work through it together, and establish a shared standard they could take into busy season.
Every participant gave the Workshop the highest rating for relevance to their firm’s situation.
Every participant gave the highest rating for confidence applying what they learned.
Average likelihood to recommend the Workshop.
Based on feedback from the previous 5-Star Client Experience Workshop.
“These are ideas I can take back to my team and apply immediately, not just theory.”
5-Star Client Experience Workshop participant
“The 5-star workshop was absolutely amazing. It allowed our team to get a keen understanding of the expectations for customer service for this upcoming tax season and to ensure everyone was on the same page.”
5-Star Client Experience Workshop participant
“The workshop proved to be highly useful for our team especially when we are going into the tax season.”
5-Star Client Experience Workshop participant
Learn Practice Apply Become better prepared to use the skill in real work.
Learn together Develop a shared understanding Practice together Take a more consistent approach back into the firm.
Workshops and Membership
Attend a Workshop on its own, develop through Membership, or use both depending on what you need.
Specific focus
Focused training when you want to work on a specific tax topic, client situation, professional skill, or firm challenge. No Membership required. Workshops are standalone offerings.
Ongoing development
Ongoing development throughout the year through continued learning, practice, and mentorship.
Workshops and Membership can complement each other. Neither is a prerequisite for the other.
FAQ
No. Workshops & Bootcamps are standalone offerings and are open to non-members. You can attend a Workshop without joining Level Up Quest Membership.
Tax professionals who want focused development around a specific tax topic, client situation, professional skill, or firm challenge. They can be useful for individual tax professionals, firm owners, or teams, depending on the Workshop.
No. Some Workshops focus on tax strategies and advisory conversations. Others may focus on professional skills, client experience, team development, or how work gets done inside a tax firm. The specific focus will be explained on each Workshop’s page.
Level Up Quest Workshops are built around learning, practice, and application. Depending on the Workshop, activities may include instruction, scenarios, group breakouts, knowledge checks, games, discussion, or hands-on exercises. Activities and formats vary by Workshop.
Format varies by Workshop. Check the individual Workshop page for details about how that Workshop will be delivered.
Pricing varies by offering. Check the individual Workshop page for current pricing and any applicable participation details.
Join the Level Up Quest Workshop notification list to hear when new Workshops, Bootcamps, and dates are announced.
Explore current and upcoming Workshops, or hear about new Workshops and Bootcamps as they are announced.