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Short Financial Group
Short Financial Group

Short Financial Group

Offers remote services
Offers remote services
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Introduction: We are a licensed, full-service tax, accounting, and financial management firm (IRS Enrolled Agent), and we specialize in tax preparation, tax planning/advisory, tax resolution, business and financial 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 87 times

  • License verified

  • Background checked

  • 4 employees

  • 8 years in business

Payment methods

Apple Pay, Cash, Check, Credit card, Paypal

Social media

Twitter

Top Pro status

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

  • All year

  • All year

  • All year

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Disinfect surfaces touched during the job

Photos and Videos

10 photos

Reviews

Customers rated this pro highly for value, punctuality, and work quality.
Exceptional 5.0

53 reviews

5
96%
4
4%
3
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Read reviews that mention:

  • Stephanie H.

    Business Tax Preparation

    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.

    Apr 25, 2019Verified
    Short Financial Group's reply

    Thank you Stephanie! We are grateful for the opportunity to partner with you and your business!

  • David W.

    Accounting

    Nobody likes changing their tax preparer, but Adam did an excellent job all around of making the process as easy as possible. The reason I selected Short Financial was the "Get it done" attitude. He is knowledgeable, and my questions/issues are are addressed immediately. That's so important for a small business like mine. The online tax info system was very user friendly, and saved me a ton of time. Next step... we start working on tax planning to make my business more efficient. When you select the companies to interview for your business... BE SURE TO PUT SHORT FINANCIAL IN THE GROUP FOR CONSIDERATION. Thanks! David W Milkins Milkins Consulting, Charlotte NC

    Apr 7, 2017Verified
    Short Financial Group's reply

    Thank you very much David! It was my pleasure!

  • Tamara W.

    Business Tax Preparation

    The whole process went very smoothly. I would definitely hire Short Financial Group again for any tax needs.

    Nov 14, 2017Verified
    Short Financial Group's reply

    Thank you Tamara!

  • Rebecca M.

    Individual Tax Preparation

    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!

    Oct 16, 2018Verified
    Short Financial Group's reply

    Thank you Rebecca! Glad to be of service!

  • Jaysen M.

    Accounting

    Definitely appreciate the time Adam took with me, educating me on the process. I look forward to working with him for many years to come and I will definitely refer my business clients to him. Thanks Adam.

    Oct 2, 2018Verified
    Short Financial Group's reply

    Thank you Jaysen! We look forward to continuing to be your go-to resource for all things tax and accounting!

…

Credentials

License

License Type: Investment Adviser Representative (SC)

License

License Type: Enrolled Agent (IRS) (SC)

Background check

Adam Short

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?
    We offer bundled Package service options at flat/value billing rates on either annual, quarterly, or monthly basis. For tax preparation, our fees are primarily based on the forms we prepare. Ongoing monthly bookkeeping services are priced based on transaction volume and complexity. QuickBooks Training and consulting services are typically billed at hourly rates.
  • What is your typical process for working with a new customer?
    We schedule a free, 15-minute phone consultation to assess your specific accounting and bookkeeping needs, including pain points and bottlenecks. We then follow up with a more detailed questionnaire to understand your business model and which services you are looking for. If we are the right fit for you, we will get to work!
  • What education and/or training do you have that relates to your work?
    *IRS Enrolled Agent-federally Licensed Tax practitioner authorized to represent taxpayers before the IRS *Intuit QuickBooks Online Advanced Certified ProAdvisor *Financial Planning Education at The American College of Financial Services
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