Short Financial Group
Hired 87 times
8 years in business
Apple Pay, Cash, Check, Credit card, Paypal
Top Pro status
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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
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- 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, 2019VerifiedShort Financial Group's reply
Thank you Stephanie! We are grateful for the opportunity to partner with you and your business!
- David W.
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 NCApr 7, 2017VerifiedShort 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, 2017VerifiedShort 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, 2018VerifiedShort Financial Group's reply
Thank you Rebecca! Glad to be of service!
- Jaysen M.
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, 2018VerifiedShort Financial Group's reply
Thank you Jaysen! We look forward to continuing to be your go-to resource for all things tax and accounting!
License Type: Investment Adviser Representative (SC)
License Type: Enrolled Agent (IRS) (SC)
- 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