XCAPE Academy · Pathway
Enrolled Agent Track
Start your route to the IRS Enrolled Agent credential.
Prerequisites
A PTIN is needed to register for the SEE (you can get one during the track). Good command of English for an English-language exam.
Credential
XCAPE EA Part 1 Preparation Certificate
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.
Outcomes
Explain 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 practice
Curriculum
Program Orientation
Meet your cohort and instructor, and see how your pathway, schedule and payments work. Shared by all pathways.
- 1.Welcome, ladder & how payments unlock content · 60 min
Circular 230 & Practitioner Ethics
The IRS rules for practitioners: due diligence, conflicts, client records and professional conduct. Shared with the EA Track.
- 1.Who is a practitioner · 45 min
- 2.Due diligence & conflicts of interest · 60 min
- 3.Supervision duties · 60 min
- 4.Sanctions and OPR referrals · 45 min
Residency & Expat Return Fundamentals (1040 vs 1040-NR)
How U.S. tax residency works, the filing obligations of citizens abroad, and when a 1040 or 1040-NR applies. Shared with the EA Track.
- 1.Substantial presence & green card tests · 90 min
- 2.Dual-status years · 90 min
- 3.FEIE and foreign tax credit · 90 min
- 4.Streamlined filing procedures · 60 min
Earn-ready point
Determine a client's filing status and return type under supervision
EA Exam Prep — SEE Part 1: Individuals
Structured preparation for SEE Part 1: income, deductions, credits, filing status and individual taxation, with practice questions.
- 1.Filing status, income & adjustments · 240 min
- 2.Deductions and credits · 240 min
- 3.Taxation of retirement & property · 240 min
- 4.Practice exams & review · 240 min
Earn-ready point
Work through SEE Part 1 individual-tax scenarios
Pricing
Prices are fixed when your enrolment is approved.
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.