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Short Financial Group

Licensed
Licensed
This pro is currently not available for Accounting
This pro is currently not available for Accounting

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About
We are a licensed, full-service tax, accounting, and business management firm (IRS Enrolled Agent), and we specialize in tax preparation, tax planning/advisory, tax resolution, business management, bookkeeping, accounting, payroll, and more. Some of our differentiators: •Comprehensive tax and financial advice to business owners, in implementing tax strategies that result in substantial savings. •Accurate and thorough tax preparation that goes above and beyond the average firm by giving our clients white-glove, customized service. •Expert representation of clients before the IRS in resolving delinquent tax debt, audits, offers in compromise, collections proceedings, tax liens & levies, penalty abatements, and other issues related to the IRS. •Expert full-range of services with QuickBooks Online, including training, setup, implementation, migration from another accounting software, payroll processing, payroll tax filing, sales tax automation, accounting consulting, and more. We think around corners and solve problems. Just because something has been done a certain way for a long time doesn’t mean it was the best way or that there’s not another way to do it. We challenge our clients to embrace new ways of doing things. Sometimes, this approach questions the status quo and may feel uncomfortable. We ask you to trust us in this process, but also invite you to weigh in with your feedback!
Overview

Hired 90 times

Background checked

License verified

3 employees

13 years in business

Business hours

SunClosedMon9:00 am - 6:00 pm

Payment methods

This pro accepts payments via Apple Pay, Cash, Check, Credit card, and PayPal.

Social media

Facebook, Twitter

Top Pro status

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2020

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2019

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2018

Credentials

License verified

Enrolled Agent (IRS)

License state: SC

Background checked

Passed by Adam Short on Jul 9, 2021.

Services offered
Accounting needs

Bookkeeping

Preparing tax returns

Managing AR and AP

Preparing fin. statements

Entity type

Individual or sole proprietorship

Partnership

C-Corp / Corporation

S-Corp

Industry

Sales & marketing

Healthcare

Technology / IT

Manufacturing

Projects and media
Projects and media
Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Exceptional 5.0

56 reviews

5

96%

4

4%

3

0%

2

0%

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Read reviews that mention:


pro avatar
Stephanie H.

Apr 24, 2019

Hired on Thumbtack

Extremely professional, responsive, and on top of everything. Would highly recommend. After trying to work with an accountant for three weeks (and losing hope the day taxes were due) I reached out to Adam. He was able to get me into a consultation immediately, file my business partnership AND personal taxes in one clean swoop. I admire that he takes the time to educate you on what items mean (so I feel I’m actually making educated choices as a business owner). He does not push other services into you. I will be using his group for additional accounting services, since the price was well worth the relief.
Short Financial Group's reply
Thank you Stephanie! We are grateful for the opportunity to partner with you and your business!
Business Tax Preparation
pro avatar
Jeannie C.

Apr 11, 2018

Hired on Thumbtack

I would highly recommend Short Financial Group. I contacted them and Adam started on our taxes immediately and kept in contact with me the entire time he was working on them. Everything is done electronically so it is easy to communicate and exchange documents. I am very happy with their work.
Short Financial Group's reply
Thank you very much Jeannie! It was our pleasure to assist you!
Individual Tax Preparation
pro avatar
Rebecca M.

Oct 16, 2018

Hired on Thumbtack

Adam is an excellent CPA. He guided me the through all accounting and tax prep processes. He was responsive, offered countless very helpful suggestions and advice and added great value. Highly recommend!
Short Financial Group's reply
Thank you Rebecca! Glad to be of service!
Individual Tax Preparation
pro avatar
Ann L.

Apr 19, 2017

Hired on Thumbtack

Adam was great to work with. I had waited until the last minute because of some big changes that I wasn't sure how to handle on my tax return but Adam was very helpful and patient in getting everything done and filed on time!
Short Financial Group's reply
Thank you Ann!
Individual Tax Preparation
pro avatar
Rosalind C.

Mar 19, 2018

Hired on Thumbtack

This company responded in less than 24 hours of my initial inquiry. I was able to fully discuss my tax issues which had gone unanswered by other tax consultants. I was given a more than reasonable price range before submission of any documents. The best thing I like is they are fully automated. No home or office visit, in my case was required. Additionally, they are capable and licensed to act on behalf with the IRS. I feel pretty confident in the services they provided, punctuality, and professionalism.
Short Financial Group's reply
Thank you Rosalind for your feedback! We were glad to assist!
Tax Attorney