Pathway
Start your route to the IRS Enrolled Agent credential.
25 hr 9 min · 3 courses · 0 live classes
Enrolled Agents are federally licensed tax practitioners with unlimited rights to represent taxpayers before the IRS on any tax matter. You earn the credential by passing the three-part Special Enrollment Examination (SEE) and a tax compliance check. You don't need to be a U.S. citizen or live in the United States, which makes it one of the most portable credentials in tax.
This track gets you ready for the first and broadest part of the exam, Part 1: Individuals. Alongside exam preparation, it covers two areas the exam tests and practice depends on: Circular 230, the rules that govern everyone who practises before the IRS, and the residency rules that decide whether someone files Form 1040 or Form 1040-NR.
You study with recorded lessons, reading notes and practice questions, and you work through problem sets in live classes. By the end you should be able to book your Part 1 appointment with a clear study plan, and you'll have the residency and ethics grounding you'll need for Parts 2 and 3.
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.
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.
Complete the required courses and classes to earn the XCAPE EA Part 1 Preparation Certificate.
Every step of this pathway in order, from your first call to your certificate.
Step 01
A group call for this pathway. We walk through the curriculum, payments and live classes, and answer your questions.
See upcoming calls →Step 02
Send a short application. When we approve it, your prices are locked in.
Apply now →Step 03
3 hr 33 min in
Step 03 Recorded course· Required· 3 hr 33 min
$150
The IRS rules for practitioners: due diligence, conflicts, client records and professional conduct. Shared with the EA Track.
Step 07
Issued automatically when you finish the required items, with a public verification link.
Start with a free group call: we walk you through the pathway, how payments and classes work, and answer your questions.
Step 04
9 hr 6 min in
Step 04 Recorded course· Required· 5 hr 33 min
$450
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.
Step 05
From here you have the skills for supervised paid work, while you finish the rest of the pathway.
Step 06
25 hr 9 min in
Step 06 Recorded course· Required· 16 hr 3 min
$800
Structured preparation for SEE Part 1: income, deductions, credits, filing status and individual taxation, with practice questions.
No account needed. Sign in if you have one.
New orientation calls are added regularly. Check back soon, or apply to enroll and we'll be in touch.
