Uplevel By Design, LLCReviews of uplevelbydesign.com

Edward and their team have been great to work with, very knowledgeable and always a great experience! Information is very easy to take in even at a basic level.

Edward Collins and Uplevel University have saved me a tremendous amount in taxes over the years through Uplevel Premium. In the very first class I attended after joining University, I learned a strategy that immediately saved me more than $100,000 through a strategy that my CPA was not aware of but is right there in the IRS code. Edward’s knowledge and guidance have been invaluable to me and my businesses. I highly recommend Edward Collins and his team at Uplevel University to any business owner who wants to improve their tax strategy and protect more of what they earn.

I have always had a wonderful experience working with the Uplevel team. Starting with Edward, he has been extremely helpful, genuine, and selfless in the way he shares his knowledge and guidance. The entire team at Uplevel consistently takes the time to understand each situation and offer the best advice they can with honesty and care. There are many individuals I could recognize, including Jose, Angelo, Sheree, and so many others whose support has been truly valuable. I deeply appreciate their willingness to help and guide others. In return, they ask for your engagement and effort, because without that commitment, true progress is difficult. One thing that really stands out about Uplevel is that they are constantly investing in improvement and expanding what they can offer. There are very few companies nowadays that still operate with that old-school mentality of consistency, integrity, and genuine care. I have always experienced that consistency from the entire team. I would highly recommend Uplevel to anyone looking for sincere guidance, dependable support, and a team that truly wants to help people lift themselves up.

I began my search for a tax strategy professional in early 2025. After meeting with two other so-called tax strategists, I found their practices to be riddled with grey areas. The deciding factor that ruled them out entirely was their unwillingness to allow my current CPA to oversee their recommended strategies and verify IRS compliance. I discovered Uplevel through Edward on Instagram and joined their Skool community shortly thereafter. Over the following three months, I immersed myself in their educational content before making the decision to enroll in their Protégé program. My hesitation was understandable — the program represented a significant financial commitment, and I was simultaneously navigating two major undertakings: acquiring my family’s eight-figure car dealership and restructuring a growing real estate portfolio. Now, ten months into the Protégé program, the results speak for themselves. My tax return was completed with a fully restructured strategy, developed with my CPA’s complete oversight and approval. The savings generated from that return alone covered the entire cost of Uplevel’s services — with carry-over savings into next year. Uplevel guided me through structuring both my passive and non-passive entities with maximum tax efficiency. The peace of mind I now have — knowing my entire financial ecosystem is structurally aligned with my goals and backed by a legacy plan designed to preserve and grow my family’s wealth — is truly invaluable. I also want to give a special acknowledgment to Jose, Uplevel’s Director of Implementation. Having Jose as my direct point of contact throughout this process made an enormous difference. His availability, expertise, and hands-on approach to addressing my questions and finding solutions gave me confidence every step of the way. It is rare to work with someone at that level who is so genuinely invested in your success. I cannot recommend Uplevel — and Jose specifically — highly enough.