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XCAPE Academy · Course catalog

Every course in the academy, in one place.

Two kinds of learning live here: the core pathway curriculum that carries you from beginner to credentialed practitioner, and shorter skill-based specialist courses you can take to unlock a specific service sooner.

Compare the pathways

What each pathway makes you able to do

One sentence per pathway, plus later-stage curriculum. Supervised paid work is not currently operating and is not guaranteed — so you can compare them side by side before you choose.

ITIN

ITIN Specialist

Help people around the world get the U.S. tax number they need to be paid, study or invest.

Paid-work curriculum at (not currently operating)

Supervised-practice training — application support — Form W-7 Preparation

Supervised case-fee work is not currently operating and is not guaranteed. If later offered, work would be assigned as available and volume is not guaranteed.

See the full journey →

W8

W-8 and Withholding Specialist

Stop unnecessary withholding so international clients keep far more of the money they earn in the U.S.

Paid-work curriculum at (not currently operating)

Supervised-practice training — certification support — Form W-8BEN

Supervised certification work is not currently operating. If later offered from this point, volume is not guaranteed.

See the full journey →

BIZ

US Business Entry Specialist

Entity-formation curriculum for international founders. Live founder setup is not currently operating as a student offering.

Paid-work curriculum at (not currently operating)

Supervised-practice training — registration and setup — EIN Specialist Practice

High-volume supervised setup work is not currently operating. If later offered from this point, volume is not guaranteed.

See the full journey →

EXPAT

US Expat Specialist

Look after Americans living overseas who still have to file at home.

Paid-work curriculum at (not currently operating)

Supervised-practice training — foreign income relief — Foreign Earned Income Exclusion

Supervised expat return work is not currently operating. If later offered from this point, volume is not guaranteed.

See the full journey →

TECH

International Technology Specialist

Help software and platform businesses launch into the U.S. and pay people across borders correctly.

Paid-work curriculum at (not currently operating)

Supervised-practice training — U.S. entity setup — EIN Specialist Practice

Supervised setup work is not currently operating. If later offered from this point, volume is not guaranteed.

See the full journey →

ENT

Music and Entertainment Tax Specialist

Work with touring artists and performers so far less of their U.S. earnings is held back.

Paid-work curriculum at (not currently operating)

Supervised-practice training — tour documentation — Form W-8BEN

Supervised tour documentation work is not currently operating. If later offered from this point, volume is not guaranteed.

See the full journey →

EA

Enrolled Agent Pathway

Earn the federal authority to represent taxpayers directly before the IRS.

Paid-work curriculum at (not currently operating)

Supervised-practice training — individual taxation — Individual Taxation (EA Part 1)

Supervised preparation and review work is not currently operating. If later offered from this point, volume is not guaranteed.

See the full journey →

PRACTICE

Practice Launch Pathway

Later-stage curriculum toward a structured practice. A live revenue-generating practice is not currently operating.

Paid-work curriculum at (not currently operating)

Start — review capability — Advanced Review and Quality Control

Reviewer work is not currently operating. If later offered on the internal roster, volume is not guaranteed.

See the full journey →

Core pathway curriculum

The courses that build your full pathway

These are the structured course blocks every student moves through — starting with the shared foundation, then the market you choose to grow into. Each block is taught at a specific level of the pathway.

Shared foundation

Taught at Level 1 · Phase I · Support participation

6 courses
01How the US tax system works
02US accounting essentials
03Bookkeeping fundamentals
04Entity types and residency concepts
05Ethics, Circular 230 and data security
06Documents, records and client communication

US individuals (domestic)

Taught at Level 2 · Phase I · Supervised technical participation

8 courses
01Filing status and dependents
02Wages, interest, dividends and capital gains
03Adjustments, deductions and credits
04Schedule C for sole proprietors
05Schedule E for rental income
06Self-employment tax
07Estimated payments and penalties
08Assembling a complete Form 1040

US business (domestic)

Taught at Level 3 · Phase I · Expanded technical participation

8 courses
01Entity classification and elections
02Partnerships, Form 1065, K-1s and basis
03S corporations and Form 1120-S
04C corporations and Form 1120
05Payroll including 941, 940 and W-2
06Depreciation and section 179
071099 reporting
08Formation, state registration and sales tax

International individuals

Taught at Level 5 · Phase III · Specialist work

11 courses
01Residency under the substantial presence and green card tests
02Nonresident returns on Form 1040-NR
03Treaty positions and Form 8833
04ITIN applications and the Certifying Acceptance Agent role
05Form W-8BEN
06Foreign earned income exclusion on Form 2555
07Foreign tax credit on Form 1116
08FBAR and FATCA reporting on FinCEN 114 and Form 8938
09Form 8843 for students
10FIRPTA on US real property
11Expatriation and Form 8854

International business

Taught at Level 6 · Phase III · Advanced international

9 courses
01Foreign corporations with US activity on Form 1120-F
02Effectively connected income and permanent establishment
03Branch profits tax
04Form W-8BEN-E and entity classification
05Chapter 3 withholding on Forms 1042 and 1042-S
06Controlled foreign corporations on Form 5471
07Foreign-owned US entities on Form 5472
08Central withholding agreements on Form 13930
09Transfer pricing fundamentals

Skill-based specialist courses

Shorter, focused courses that unlock a specific service

Each specialist course is a compact track of six modules that turns one high-demand service into a skill you can offer — under supervision while you train, independently once you're credentialed.

ITIN Specialist

16.5 hrs

U.S. Tax ID · Non-Resident Income Access

Help international creators, freelancers, and professionals obtain Individual Taxpayer Identification Numbers to unlock U.S. income platforms.

01ITIN Fundamentals & IRS Framework2.5 hrs
02Applicant Eligibility & Documentation3 hrs
03W-7 Application Workflow4 hrs
04Client Communication & Case Management2 hrs
05Compliance, Renewals & Edge Cases3 hrs
06Live Practicum & Assessment2 hrs
View full course details

EIN Specialist

15.5 hrs

Employer Identification · U.S. Business Access

Support founders and companies in obtaining Employer Identification Numbers to unlock U.S. banking, payments, and platform access.

01EIN Overview & IRS Employer ID Framework2 hrs
02Entity Types & Filing Requirements3 hrs
03SS-4 Application Workflow3 hrs
04Banking & Platform Activation Use Cases2.5 hrs
05International Client Scenarios3 hrs
06Live Practicum & Assessment2 hrs
View full course details

Business Formation Specialist

16 hrs

Formation · Address · Registered Agent · EIN

Guide international founders through full U.S. company setup — formation, registered agent, business address, and EIN.

01U.S. Business Structures for Non-Residents2.5 hrs
02State Formation Workflows (Delaware, Wyoming, Florida)4 hrs
03Registered Agent & Business Address Setup2 hrs
04EIN Bundling & Post-Formation Activation3 hrs
05Client Onboarding & Document Collection2.5 hrs
06Live Practicum & Assessment2 hrs
View full course details

W-8 Specialist

17.5 hrs

W-8BEN · W-8BEN-E · W-8IMY · CWA

Help clients reduce or eliminate U.S. withholding through the right forms and tax treaty strategies.

01U.S. Withholding Tax Fundamentals3 hrs
02W-8BEN & W-8BEN-E Deep Dive4 hrs
03W-8IMY & Complex Structures3 hrs
04CWA Applications & Treaty Strategy3.5 hrs
05Withholding Agent Coordination2 hrs
06Live Practicum & Assessment2 hrs
View full course details

Practice Builder

16 hrs

Practice · Tools · Assessment

Training in packaging a specialist practice. Completing it is not a live XCAPE partner ecosystem.

01Service Business Fundamentals2 hrs
02Pricing, Packaging & Client Agreements3 hrs
03XCAPE Suite & Tools Mastery3.5 hrs
04Marketing & Lead Generation for Specialists3 hrs
05Building & Managing a Small Team2.5 hrs
06Pathway Assessment2 hrs
View full course details

CWA Specialist

17 hrs

Central Withholding Agreements · Entertainers & Athletes

Help foreign entertainers, athletes, and touring professionals reduce 30% withholding through Central Withholding Agreements with the IRS.

01NRA Withholding & the Entertainment Industry2.5 hrs
02CWA Eligibility & Form 139303 hrs
03Budgets, Tour Schedules & Income Projections3.5 hrs
04Negotiating with the IRS CWA Program3 hrs
05Compliance, Reporting & Year-End Filings3 hrs
06Live Practicum & Assessment2 hrs
View full course details

Gambling Winnings Withholding Recovery Specialist

15.5 hrs

1042-S Recovery · Casino Withholding Refunds

Help nonresident gamblers recover US tax withheld from casino and gaming winnings through proper documentation and refund claims.

01US Taxation of Nonresident Gambling Winnings2.5 hrs
02Treaty Positions & Exempt Countries2.5 hrs
03Win/Loss Records & Session Reconstruction3.5 hrs
04ITIN Coordination & Form 1042-S Review2.5 hrs
05Preparing the 1040-NR Refund Claim2.5 hrs
06Live Practicum & Assessment2 hrs
View full course details

IRS Transfer Certificate Specialist

16 hrs

Form 5173 · Nonresident Estates & US Assets

Guide foreign estates through obtaining IRS Transfer Certificates so US assets of deceased nonresidents can be released to heirs.

01US Estate Tax for Nonresident Decedents3 hrs
02The Transfer Certificate & Form 5173 Framework2.5 hrs
03Form 706-NA Preparation3.5 hrs
04Estate Documentation & Foreign Probate Coordination2.5 hrs
05Working with the IRS & Releasing Assets2.5 hrs
06Live Practicum & Assessment2 hrs
View full course details

Every specialist course pairs with the Supervised Practice Program — you can start earning with these skills under professional review while you're still studying.

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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.