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XCAPE Academy — U.S. Tax Training

BUILD U.S. TAX SKILLS.
GROW YOUR PRACTICE.
ANYWHERE.

Start with a specialist track, whether you're entering the field or expanding an existing tax practice. Learn practical workflows in a global learning community.

Training pathways: Business Formation for Non-Residents, Enrolled Agent Track, Expatriation Specialist, ITIN Specialist, W-8 & Cross-Border Withholding
Train on U.S. tax service-delivery workflows.
Join a global, remote learning community.
Practice ownership and partner opportunities are later-stage possibilities.
Explore the Academy
5
Training pathways
Remote
Online study
Choose your starting point

Two ways in. One learning community.

I'm starting out

New to tax or accounting? Start with a practical specialist skill — ITIN, EIN, or U.S. business formation — and learn real workflows from day one.

Find your pathway

I'm already a tax professional

Accountant, tax preparer, enrolled agent, or CPA? Deepen a specialization in withholding or business formation, and explore what building a practice could look like over time.

Browse specializations
The Problem

Most Tax Professionals
Never Build the Practice
They Want

Many professionals spend years working for someone else's firm. They learn tax law, they learn compliance, they learn technical skills.

But they never learn:

How to attract clients
How to build systems
How to manage staff
How to create recurring revenue
How to scale beyond themselves
How to build a valuable business

As a result, many remain trapped between employment and self-employment — working harder but never building a true practice.

The XCAPE Difference

We Teach
Later-Stage Curriculum

Most education teaches tax. We teach later-stage practice curriculum. Practice ownership is not currently operating as a student offering.

Learn.Develop technical and advisory expertise.
Build.Create systems and repeatable workflows.
Serve.Train on professional service delivery. Serving live clients is not currently operating.
Grow.Later-stage curriculum covering client acquisition and recurring revenue. Live client acquisition is not currently operating.
Scale.Later-stage curriculum covering teams and leadership. Live team operation is not currently operating.
Exit.Later-stage curriculum covering transferable practice value. Building a live practice is not currently operating.
About the academy

Credential

XCAPE certificates are internal academy credentials issued by Xcape Tax Academy. They show you completed XCAPE training and assessments. They are not IRS licences, government credentials or accredited qualifications. The Enrolled Agent credential is conferred only by the IRS after passing its Special Enrollment Examination.

Supervised work status

Supervised paid client work for students is not currently offered. Where your roadmap marks an earn-ready point, that is where supervised work may open in future, once XCAPE offers it. We will tell enrolled students directly if that changes.

Earnings

XCAPE provides training. We do not promise or guarantee any income, clients, work or business results. What you do with your training, and any income from it, depends on you, your market and the rules where you work.

XA
Training pathways

CHOOSE A PATHWAY.

Every pathway, price and hour below comes from the live XCAPE Academy catalogue.

Business Formation for Non-Residents

Set up and keep compliant the U.S. companies foreign founders own.

$1,600.0020 hoursView pathway
Enrolled Agent Track

Start your route to the IRS Enrolled Agent credential.

$1,400.0026 hoursView pathway
Expatriation Specialist

Guide U.S. expats through their filings, and through renunciation.

$1,750.0020.5 hoursView pathway
ITIN Specialist

Help non-residents get the U.S. tax ID they need.

$1,400.0019.5 hoursView pathway
W-8 & Cross-Border Withholding

Get foreign payees documented correctly for U.S. withholding.

$1,200.0016.5 hoursView pathway
Live Infrastructure

THE XCAPE
ECOSYSTEM.

Most training programs stop at information. XCAPE connects education to live service brands, operational tools, client demand, and future partner opportunities.

Clients Worldwide
Service Brands
XCAPE Specialists
XCAPE Advisors
How it works

How it works

1. Book an orientation call for the pathway you're interested in. 2. After orientation, we review and approve your enrolment, and your prices are fixed at that point. 3. Pay for each course or class as you go, or pay for your remaining required items together as a bundle at the discount shown. 4. Study each item as it unlocks: recorded lessons, materials and live classes with your instructor. 5. Complete your pathway's required items to earn your XCAPE certificate.

The credential step

XCAPE certificates are internal academy credentials issued by Xcape Tax Academy. They show you completed XCAPE training and assessments. They are not IRS licences, government credentials or accredited qualifications. The Enrolled Agent credential is conferred only by the IRS after passing its Special Enrollment Examination.

Practice Framework

SEVEN STAGES OF
PRACTICE CURRICULUM.

XCAPE guides you through later-stage practice-building curriculum.

01

Learn

Develop technical competence in your chosen specialization.

02

Deliver

Case-study training with guided workflows. Live client work is not currently operating.

03

Systemize

Later-stage workflow curriculum.

04

Grow

Later-stage marketing curriculum.

05

Lead

Later-stage people-management curriculum.

06

Scale

Later-stage scale curriculum.

07

Legacy

Later-stage ownership curriculum.

The Journey

YOUR PATH FROM
STUDENT TO PARTNER.

01
Join the Academy
Choose your starting specialization and enter the XCAPE training ecosystem.
02
Academy Credential
Complete the XCAPE Academy internal credential for your track. It is not an IRS, EA, or CPA license.
03
Apply Training
Apply your training through cohort case studies and supervised exercises. Live client work, if offered, is gated separately.
04
Build Capability
Strengthen client-facing skills and market confidence through continued training.
05
Launch and Grow
Later-stage curriculum covers the XCAPE model and tools. Building your own practice, a partner network, and partnership are not currently operating as a student offering.
The career path

Your road to the Enrolled Agent designation

One clear route — bookkeeping foundations first, then individual tax, international & business, your specialist niche, the SEE credential, and practice. Below are the steps and the required modules in each.

0
Stage 1

Foundations — Bookkeeping & Tax Basics

Zero to employable. The base everything else stands on.

Required bookkeeping & foundations

US chart of accounts & bank recsPayroll bookkeepingMonth-end close for US small businessEIN — Employer Identification NumberSales-tax filings awareness

Keep US books and read a 1040. Supervised paid work is gated and is not currently operating.

1
Stage 2PTIN (AFSP where available)

Individual Tax & Paid-Work Curriculum

Foundation of SEE Part 1. Paid work, if later offered, is gated and is not currently operating.

Required tax specialization modules

1040 — individualW-9 — US persons1099 / contractor reporting & classification

Training in how returns are prepared for compensation. SEE Part 1 (Individuals) territory opens. Not a live book.

2
Stage 3/4

International & Business Expansion

Broaden to nonresidents, entities, and partnerships.

Required tax specialization modules

1040-NR — nonresidentW-8BEN — individualsW-8BEN-E — entitiesITIN — Individual Taxpayer Identification Number1065 — partnership1120-S — S corporation1120 — corporationFBAR FinCEN 114

Curriculum covers nonresidents, entities, and businesses — full practice breadth for SEE Part 2 (Businesses).

3
Stage 4

Specialist Depth & Advisory

Build the niche that makes you indispensable. Premium billing is not a typical or guaranteed result.

Required tax specialization modules

CWA — Central Withholding Agreement1042-S capture & reconciliation (income codes 42/43)FIRPTA 8288 seriesFEIE — foreign earned income exclusionForeign tax creditsForeign-owned LLC reporting 5472/1120Structure consultations (advisory tier)

A defensible niche in the curriculum — entertainer CWA, FIRPTA, expat, or e-commerce specialist. Not a live client assignment.

Stage 5Enrolled Agent (IRS-conferred)

The EA Credential — SEE Parts 1–3

The destination credential — open to any nationality, no US residency required.

Required tax specialization modules

1040 — individual1120 — corporation1065 — partnershipIRS notices & penalty abatementCollections & offers in compromise

Pass SEE Parts 1–3 → Enrolled Agent designation.

5
Stage 6EFIN + practice → CAA track

Practice & Representation Authority

Representation training, then the CAA track — not a live practice.

Required tax specialization modules

IRS notices & penalty abatementCollections & offers in compromise

EFIN, engagement letters, and WISP are curriculum topics. A first book of clients and referral-network deal flow are not currently operating and are not guaranteed.

Global Presence & Open Markets

FOUR HOME BASES.
OPEN TO THE WORLD.

XCAPE operates with an active presence in the United States, the Philippines, Australia, and the United Kingdom — and enrollment is open to students across South Korea, Japan, China, India, New Zealand, Indonesia, and South Africa.

Active Presence
Open for Enrollment
US · Philippines · Australia · UK·11 Markets Open

Click a country to enroll · Open markets subject to capacity and review

Market Detail

ENROLLMENT BY MARKET

How enrollment, orientation timing and language support work in each of the 11 markets XCAPE currently serves.

Open markets subject to capacity and review · Local licensing and company-setup requirements are confirmed individually at orientation

The XCAPE Life

THIS IS WHAT
FREEDOM LOOKS LIKE.

From Manila to Mumbai, XCAPE professionals are building client-facing skills and later practice pathways through a global training ecosystem. Live client work is gated and is not currently operating as a student pipeline.

Training toward a remote U.S. tax practice from Manila
Manila, Philippines

Training toward a remote U.S. tax practice from Manila

Australian specialist training for remote U.S. service work
Sydney, Australia

Australian specialist training for remote U.S. service work

Indian specialist on the U.S. tax training pathway
Mumbai, India

Indian specialist on the U.S. tax training pathway

London-based advisor training on cross-border service workflows
London, England

London-based advisor training on cross-border service workflows

South African professional on the U.S. business-formation training pathway
Johannesburg, South Africa

South African professional on the U.S. business-formation training pathway

U.S.-based XCAPE partner on the later practice-building pathway
New York, USA

U.S.-based XCAPE partner on the later practice-building pathway

Indian tax professional — specialist pathway
Bengaluru, India

Indian tax professional — specialist pathway

XCAPE professionals spanning 6 countries and counting
Global Network

XCAPE professionals spanning 6 countries and counting

Ecosystem

POWERED BY
REAL BUSINESSES.

XCAPE Academy is backed by live operational businesses — and a growing ecosystem of services launching throughout 2026.

Live Now

ITINApplications.com

U.S. Tax ID services for individuals

Live Now

XCAPE Suite

The core technology platform

Coming Soon

EINApplications.com

U.S. EIN registration services

Coming Soon

Business Formation

U.S. LLC and Corp incorporation

Coming Soon

W8Applications.com

Foreign withholding form services

Programmes

Teach with XCAPE. Or become an ambassador.

View opportunities
Compare pathways
Compare pathwaysBusiness Formation for Non-ResidentsEnrolled Agent TrackExpatriation SpecialistITIN SpecialistW-8 & Cross-Border Withholding
PathwayBusiness Formation for Non-ResidentsEnrolled Agent TrackExpatriation SpecialistITIN SpecialistW-8 & Cross-Border Withholding
TaglineSet up and keep compliant the U.S. companies foreign founders own.Start your route to the IRS Enrolled Agent credential.Guide U.S. expats through their filings, and through renunciation.Help non-residents get the U.S. tax ID they need.Get foreign payees documented correctly for U.S. withholding.
Who it's forAccountants, corporate-service providers and advisers whose clients are non-U.S. founders forming U.S. LLCs, typically for e-commerce, SaaS or consulting businesses.Tax professionals anywhere in the world aiming for the Enrolled Agent credential, which lets them represent taxpayers before the IRS. U.S. citizenship and residency are not required.Tax professionals serving U.S. citizens and green-card holders living abroad, including those considering giving up U.S. citizenship or long-term residency.Tax and accounting professionals, bookkeepers and client-service staff outside the U.S. whose clients need an ITIN to file, claim treaty benefits or get paid by U.S. platforms.Professionals advising freelancers, creators, companies and funds outside the U.S. that receive U.S.-source payments and must complete W-8 forms or answer FATCA status questions.
OutcomesChoose and explain entity classification options for foreign owners · Obtain an EIN for a foreign-owned entity, including when the owner has no SSN or ITIN · Run an LLC formation from state filing to registered agent setup · Prepare Form 5472 with a pro forma Form 1120 for a foreign-owned single-member LLC · Recognise the deadlines and penalty risks that apply to foreign-owned entitiesExplain how the Enrolled Agent credential and the three-part Special Enrollment Examination work · Prepare for SEE Part 1 (Individuals) topics · Apply Circular 230 standards for practitioners · Handle residency questions and expat returns that appear on the exam and in practiceDetermine residency status and choose between Form 1040 and 1040-NR · Identify FBAR (FinCEN 114) and Form 8938 reporting obligations · Explain the expatriation process and what Form 8854 requires · Apply the covered expatriate tests and explain their consequences · Spot the compliance gaps that must be fixed before someone expatriatesExplain who needs an ITIN and when, and when an SSN or EIN applies instead · Prepare a complete Form W-7 with the right supporting documents for each client type · Spot the errors that get W-7 applications rejected or delayed · Understand how Certifying Acceptance Agents verify identity and documents · Apply Circular 230 standards when handling client tax mattersChoose the right W-8 form for individuals and entities · Complete W-8BEN and W-8BEN-E, including treaty benefit claims · Explain the U.S. default 30% withholding and how treaties can reduce it · Classify an entity's FATCA (Chapter 4) status · Recognise documentation errors that lead to over-withholding
Required total$1,600.00$1,400.00$1,750.00$1,400.00$1,200.00
Optional total$300.00—$350.00$300.00$120.00
Required hours20 hours26 hours20.5 hours19.5 hours16.5 hours
Items3 courses · 2 classes3 courses · 1 class3 courses · 2 classes3 courses · 3 classes2 courses · 2 classes
CredentialXCAPE Certificate in U.S. Business Formation for Non-ResidentsXCAPE EA Part 1 Preparation CertificateXCAPE Certificate in U.S. Expatriate Tax & ExpatriationXCAPE Certificate in ITIN PracticeXCAPE Certificate in Cross-Border Withholding
Brochures & Guides

Explore the Academy.
Then enroll.

Pick a guide to understand the classes, specializations, and pathways inside XCAPE Academy — then move toward enrollment when you're ready.

EXPLORE FIRST · UNDERSTAND THE PATHWAY SECOND · ENROLL THIRD

Frequently Asked Questions

QUESTIONS ANSWERED

Program & Enrollment

Who is XCAPE Academy for?
How long does the program take to complete?
Are there eligibility requirements?

Pricing & Payment

What does the tuition cover?
What is your refund policy?
What payment options are available?

Support & Compliance

How do I contact XCAPE if I have questions?
Does XCAPE Academy provide legal or tax advice?

Academy Credential

What is the XCAPE Specialist Certificate?

Earnings

What are the earnings arrangements?

Still have questions? support@xcapegroup.com

XCAPE Academy

BUILD SKILLS.
BUILD CAPABILITY.
BUILD YOUR FUTURE.

Join the waitlist for your pathway. Cohorts open in small groups, and your enrolment invitation arrives by email when your cohort opens.

TuitionTuition confirmed at orientationPayment options are confirmed at orientation.

Your pathway's exact fee is confirmed at your orientation session.

Fields marked * are required.

Referred by an XCAPE ambassador? Enter their code — if they share part of their commission, your discount is applied to your tuition.

Pick the outcome you want. Tap a pathway to see what you'll study, the credential you earn, and that paid supervised work is not currently operating.

By joining, you agree to receive pathway detail emails about the program. You can stop them any time. Privacy Policy.

Global XCAPE professionals
Enroll

BUILD SOMETHING
BIGGER THAN A JOB.

Learn the skills.

Build the systems.

Serve the clients.

Lead the team.

Create the practice.

Start your journey today.

Schedule a Discovery Call

Have Questions After a Session?

Attended an intro lesson and want to dig deeper? Request a free 1-on-1 Q&A call with an XCAPE advisor — no commitment required.

30 minutes · Free · No obligation

XA
XCAPEAcademy

Operated by XCAPE Group — a U.S.-registered business services firm.

support@xcapegroup.com

© 2026 XCAPE Academy · XCAPE Group. All rights reserved.

U.S.-Registered Entity

Disclaimer: XCAPE Academy provides education and training in service delivery workflows. Nothing on this site constitutes legal, tax, financial, or investment advice. The XCAPE Specialist Certificate is an internal credential issued by XCAPE Group — it is not a government-issued license or externally accredited degree. Client referral opportunities are subject to eligibility review and are not guaranteed. Individual outcomes vary based on specialization, effort, market conditions, and available capacity. Earnings and income claims made by students reflect their individual experience and are not typical results. XCAPE Group is not a law firm and does not provide legal representation.