Train. Build. Lead.
Professional Development for Tax Preparers Who Are Ready to Go Further.
Shannon C. Williams has spent 29 years in federal taxation. Now she brings that experience directly to tax professionals who are ready to stop working for someone else and start building their own practice.
The 5-Week PTIN Entry Course
Designed for newly credentialed tax preparers who have their PTIN but are not sure what comes next. This course covers everything you need to launch and operate a legitimate, compliant tax practice from day one.
- Understanding your PTIN obligations and federal requirements
- Setting up your tax preparation business correctly
- Client onboarding, intake, and documentation
- Pricing your services for profitability
- IRS compliance basics every preparer must know
Investment: $249 | 5 Weeks | Live via Zoom
Enroll in the PTIN Entry Course →
The 12-Week ERO Intensive
Built for experienced tax preparers who want to operate at the owner level. This advanced program is Shannon’s most comprehensive professional development offering, covering the full business operations of a profitable, compliant, Enrolled Return Originator practice.
- Advanced entity structure and tax strategy
- Building and managing a tax preparation team
- Marketing and growing your client base
- ERO compliance and IRS representation basics
- Financial management for tax business owners
- Building sustainable, recurring revenue
Held every Tuesday | Ongoing training group sessions
About Your Instructor
Shannon C. Williams | CEO, 360 Global Business LLC | 29 Years Federal Tax Educator and Consultant | SDVOSB · WOSB · MBE | U.S. Air Force Veteran. With 29 years in federal taxation, Shannon brings real-world experience, IRS compliance expertise, and a direct coaching style that produces results.
Ready to Build?
Questions about the PTIN course or ERO Intensive? Contact us:
Phone: 1-855-500-1514 | (360) 300-4487
Email: info@360globalbusiness.com
Website: 360globalbusiness.com