Roadmaps
See your route
before you start.
Pick a pathway to see every step in order: the orientation call, each recorded course and live class, the earn-ready point and your certificate.
Roadmaps
Pick a pathway to see every step in order: the orientation call, each recorded course and live class, the earn-ready point and your certificate.
Choose a pathway
Get foreign payees documented correctly for U.S. withholding.
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
7 hr 2 min in
Step 03 Recorded course· Required· 7 hr 2 min
$500
Which form applies when, line-by-line completion for individuals and entities, and claiming reduced treaty rates.
Step 04
From here you have the skills for supervised paid work, while you finish the rest of the pathway.
Step 05
Step 05 Live class· Optional· 30 min
$120
A live session to work through treaty claims and client questions with your instructor.
Step 06
15 hr 35 min in
Step 06 Recorded course· Required· 8 hr 33 min
$700
How FATCA works, the Chapter 4 status categories, and classifying common entity types correctly on the W-8BEN-E.
Step 07
Issued automatically when you finish the required items, with a public verification link.
Your own roadmap shows how far you've come on each step.