A live Level Up Quest workshop
Turn questions into advice.
The CHILD Framework helps tax professionals move from knowing a return to leading the conversation around dependents—with a process you can use in your next client meeting.
Advise better.
A practical path for the moment your technical knowledge needs to become a client-facing skill.
The shift
Compliance is the starting line.
01 / Ask well
Know which questions uncover the details that change the advice—not just the filing position.
02 / See clearly
Assess the client’s situation with a repeatable lens you and your team can trust.
03 / Show up
Prepare for—and stay present in—the meeting so strategy feels clear, human, and useful.
04 / Put it to work
Turn the conversation into implementation across education, accounts, business, and special circumstances.
What you leave with
A framework you can take into the room.
Not another strategy library. A guided way to price, present, and implement advisory work with more confidence.
See what we cover