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

Reviews

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

Exceptional 5.0

53 reviews

5
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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
Luke D.
Sep 3, 2019
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Hired on Thumbtack

Hired on Thumbtack

Great experience working with Adam and his team. Really happy with all services provided and will continue to work with him as my company grows. Thank you Adam!
Short Financial Group's reply
My pleasure Luke! Thank you for your partnership!
Accounting
pro avatar
Jennifer B.
Mar 15, 2019
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Hired on Thumbtack

Hired on Thumbtack

Adam was excellent! His system is well-organized and efficient. He was very responsive and took the time to answer all my questions and explain everything in a way I could understand. The turn around time was quick too. I will definitely be using his services in the future and I've already recommended him to colleagues.
Short Financial Group's reply
Thank you Jennifer! We appreciate your business and happy to help in the future!
Individual Tax Preparation
pro avatar
Michelle C.
Mar 9, 2019
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Hired on Thumbtack

Hired on Thumbtack

Short Financial was amazing and truly helped me solve my problem. Also, Adam was always quick to respond and be on top of things! I would definitely recommend them and will continue to use their services!
Short Financial Group's reply
Thank you Michelle! We were glad to be of assistance!
Tax Attorney
Credentials
License

License Type: Enrolled Agent (IRS) (SC)

License verified on 6/5/2023

Background Check

Adam Short

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