Short Financial Group
Short Financial Group

Short Financial Group

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Introduction: 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

4 employees

11 years in business

Payment methods

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

Social media

Facebook, Twitter

Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

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2020

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2019

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2018

Featured Projects

9 photos

Specialties
Special tax situations

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Reviews

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

Exceptional 5.0

53 reviews

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Read reviews that mention:


pro avatar
Stephanie H.
Apr 24, 2019
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Hired on Thumbtack

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
Rebecca M.
Oct 16, 2018
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Hired on Thumbtack

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
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Hired on Thumbtack

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
Aria P.
Dec 23, 2017
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Hired on Thumbtack

Hired on Thumbtack

I hired Adam for tax planning. He was knowledgeable, professional, patient and seemed eager to educate. I would highly recommend Short Financial for you tax needs.
Short Financial Group's reply
Thank you Aria!
Accounting
pro avatar
Tracie G.
Feb 14, 2018
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Hired on Thumbtack

Hired on Thumbtack

Adam was excellent to work with, he was very professional and helpful with all of our questions. We will absolutely stick with him for all of our tax needs in the future.
Short Financial Group's reply
Thank you Tracie!
Individual Tax Preparation
Credentials
License

License Type: Enrolled Agent (IRS) (SC)

License verified on 6/5/2023

Background Check

Adam Short