You Have a PTIN.Now Let’s Make It Pay.
A professional development program for licensed tax preparers ready to serve their own clients, build their own practice, and stop working on somebody else’s terms.
SEE ALL THREE PROGRAMSFounder & CEO — 360 Global Business LLC
1-855-500-1514 · taxes@360globalbusiness.com
From Licensed To Booked.
This is not a theory class. Every week you build something real — client systems, pricing strategy, compliance knowledge, and the confidence to charge what you’re worth. Here is every class across the three programs, and which programs include it.
Mindset, Ethics & Integrity
The professional foundation: how a trusted preparer thinks, decides and operates.
PTIN Compliance & IRS Requirements
Know exactly what the IRS requires, how to stay current, and how to protect your credential at every step.
Ethics & Professional Standards
Circular 230, due diligence, and how to operate with integrity — the foundation every serious preparer needs.
Building Your Client Base
Find your first clients and your hundredth. Proven strategies from a 27-year professional who built from zero.
Return Preparation Lab
Hands-on practice preparing returns step by step, so you build real confidence before you serve clients.
Pricing & Service Packaging
Stop undercharging. Set your fees, structure your services, and communicate your value with authority.
Tax Law Working Knowledge
Practical knowledge to serve individuals and small businesses with accuracy and professional confidence.
Credits, Deductions & Due Diligence
Get credits and deductions right and meet the due diligence standards that come with them.
Marketing Your Tax Business
Get found by the clients you want to serve and turn your PTIN into a steady practice.
Built For Preparers Who Are Done Waiting.
- You have a PTIN and want to do more with it
- You’re working for a franchise and ready to go independent
- You want to serve your own clients under your own name
- You’re ready to charge what your expertise is actually worth
- You want real, structured guidance — not YouTube rabbit holes
- You’re serious about building a professional tax practice
“Shannon has always been very knowledgeable and professional. She is my number one referral for anyone who needs tax or bookkeeping services. Working with her changed how I approach my own clients.”VERIFIED STUDENT · 360 GLOBAL BUSINESS LLC
Choose Your Starting Point
You join at the current session and pick up what you missed inside the community.
Foundation
Start here if you have your PTIN and need the fundamentals.
WHAT YOU’LL LEARN
- Mindset, Ethics & Integrity
- PTIN Compliance & IRS Requirements
- Ethics & Professional Standards
- Building Your Client Base
- Return Preparation Lab
INCLUDED
- Self-paced study
- 5 practice returns
- Community access
Professional
Start here if you’re ready to charge properly and take on real returns.
EVERYTHING IN FOUNDATION, PLUS
- Pricing & Service Packaging
- Tax Law Working Knowledge
INCLUDED
- Weekly live Zoom — one hour, 7 wks
- Email support between sessions
- Expanded community access
Complete
Start here if you want direct access to Shannon and a full season of support.
EVERYTHING IN PROFESSIONAL, PLUS
- Credits, Deductions & Due Diligence
- Marketing Your Tax Business
INCLUDED
- Weekly live Zoom — 9 wks
- Private monthly 1-on-1 with Shannon
- Full tax season support & bonus materials
All sales are final. No refunds are issued after enrollment is confirmed.
Join the Free Waitlist
Get first notice of every new opening.
Before You Enroll
Do I need prior tax preparation experience?
No. If you have an active PTIN, you qualify. This program is built for preparers at the beginning of their professional journey — people who hold the credential and need the knowledge and business skills to use it.
What if I miss a session?
Every session is recorded and available in the community. You will not fall behind. You join at the current session and review anything you missed at your own pace.
Is tax software included?
Software is included as part of the Complete program when you choose to work with our office and are selected.
What happens after the program ends?
Community access continues after your program weeks. Complete members also receive ongoing monthly one-on-one support through the full tax season. You are not left on your own.
Which program is right for me?
Foundation is the right start for most new preparers — five self-paced weeks of fundamentals with practice returns. Professional adds pricing strategy and tax law. Complete adds private monthly coaching with Shannon and full-season support. You can upgrade at any time.
Is there a payment plan?
All three programs are a single one-time payment. There is no installment option at this time. Payment is by card.
Make Your PTIN Work For You.
Three programs. Real instruction from a 27-year pro. Start where you are and upgrade when you’re ready.
SEE ALL THREE PROGRAMS