End-to-End U.S. Expatriation: Strategic Planning Through Final Expatriation Certification
The only platform purpose-built for expatriation tax compliance. Plan your renunciation, value every asset, calculate net worth, and file Form 8854 — reviewed by professionals before you submit.
Documents
8 uploaded
Next Step
Tax review
Est. Completion
6 weeks
Total Assets
$1,069,900
Total Liabilities
$0
Net Worth
$1,069,900
Active Clients
12
In Review
4
Filed
8
Four Tools, One Workflow
Everything you need, integrated
Each tool handles a specific phase of your expatriation — working together so nothing gets missed.
RenounceRight
Plan & prepare your renunciation
Step-by-step guidance through the renunciation process with timeline tracking and document management.
XcapeValuate
Value assets for Form 8854
Determine fair market value for every asset class and flag items requiring professional appraisal.
XcapeNetCal
Calculate net worth & covered status
Net worth calculator with the covered expatriate test, multi-currency support, and $2M threshold analysis.
Xcape Advisor
Manage clients & review filings
Consolidated dashboard for CPAs and accountants to manage engagements and review client work.
Why XcapeSuite
The only platform that covers every phase of US expatriation compliance
Built Exclusively for Expatriation
Not a generic tax tool. Every feature maps directly to the expatriation timeline and Form 8854 requirements.
End-to-End Workflow
Planning, asset valuation, net worth calculation, and professional review in one place. No spreadsheets, no guesswork.
Reduces Missed Steps
Guided checklists and progress tracking ensure nothing falls through the cracks during the renunciation process.
Professional-Grade Review
Built-in collaboration lets your CPA or advisor review every section before filing.
Who It’s For
Whether you’re navigating expatriation yourself or advising clients through it, XcapeSuite is built for you.
For Expatriates
Individuals Renouncing US Citizenship
- Step-by-step guidance through the renunciation process
- Automated asset valuation for Form 8854
- Net worth calculation with covered expatriate analysis
- Share progress with your tax advisor for review
For Tax Professionals
CPAs, Accountants & Advisors
- Manage multiple expatriation engagements
- Review and approve client work before filing
- Professional-grade tools purpose-built for 8854
- Team seats and engagement workflows
Your Expatriation Journey
From first steps to full compliance — four phases, one clear path.
Plan
Build your renunciation timeline, prepare documentation, and track consulate appointments.
Clear timeline and documentation checklist
Value
Determine fair market values for Form 8854 Section C and flag items requiring professional appraisal.
Calculate
Determine covered expatriate status with multi-currency tracking and the $2M threshold test.
Review & File
Your CPA reviews every section, signs off, and you file Form 8854 with confidence.
Integrated Tools for Every Phase
Each tool maps to a specific phase of your expatriation journey — working together so nothing gets missed.
Phase 1
RenounceRight
Plan your renunciation with timeline tracking and document preparation.
Phase 2
XcapeValuate
Determine fair market value for every asset class with appraisal flagging.
Phase 3
XcapeNetCal
Calculate net worth with the covered expatriate test and $2M threshold.
Phase 4
Xcape Advisor
Manage clients, review filings, and collaborate with your team.
12
Active
4
Review
8
Filed
Built for Tax Professionals
Everything you need to manage expatriation engagements at scale — from client onboarding to final filing.
Consolidated Client View
See all your expatriation clients, their progress, and key milestones in one place.
Engagement Management
Track engagements from onboarding through filing with built-in status workflows.
Tax Planning Workspace
Model scenarios, compare strategies, and document planning decisions for each client.
Subscription Access
Manage team seats, billing, and tool access from a single professional account.
Active Clients
12
In Review
4
Filed
8
Built for Trust
Handling sensitive tax and financial data demands the highest standards. We built XcapeSuite with security at the core.
Confidential by Design
Your data stays encrypted and is never shared with third parties.
Professional Review Built In
Every filing is reviewed by a qualified tax professional before submission.
Purpose-Built Compliance
Built around IRS Form 8854 requirements from the ground up.
Security Status
All systems secure
Simple, Transparent Pricing
Each tool is priced independently so you only pay for what you need. All plans billed monthly. Cancel anytime.
- Step-by-step renunciation timeline
- Document checklist and preparation
- Consulate appointment tracking
- Form 8854 data integration
- Covered expatriate determination
- $2M threshold tracking
- Asset and liability aggregation
- Professional review workflow
- Fair market value calculations
- Multi-asset class support
- Appraisal flagging system
- Audit-ready documentation
- Client case management
- Filing review and approval
- Team collaboration tools
- Multi-client dashboard
All plans billed monthly. Cancel anytime. No long-term contracts.