Profile

Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Meet the Partners

Amy Brandon is an Enrolled Agent and our Director of Tax Preparation and Resolution. She brings to the table multiple years of experience preparing corporate and individual taxes, business entity formation, as well as successful representation of over 500 clients. With a PhD in Political Science from the University of Houston, she possesses an advanced knowledge of the governmental system and processes needed to give you an advantage in dealing with local, state and federal bureaucracies. She is a member of the National Association of Tax Professionals (NATP) and the National Association of Enrolled Agents (NAEA).

Shannon Drinnon is an Enrolled Agent and our Director of Bookkeeping and Payroll. She has been in the financial services industry for over 30 years. She began her career with a prominent CPA in the Houston Area where she learned bookkeeping and assisted with tax preparation. She eventually focused on retirement planning and worked for trust and insurance companies in the greater Houston Area doing full service recordkeeping, plan administration and IRS reporting, along with participant education meetings and client management consulting. She earned many professional designations through the American Society of Pension Professionals and Actuaries (ASPPA) and the National Institute of Pension Administrators (NIPA). Her designations included but the Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA), Qualified 401(k) Plan Administrator (QKA), Qualified 401(k) Consultant (QKC), Accredited Pension Administration (APA), Accredited Pension Representative (APR), and Certified Employee Benefits Specialist (CEBS). She is a member of the National Association of Enrolled Agents. She has worked with all clients small and large. She is innovative and professional.