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Current Top Pro
Hired 80 times
6 years in business
(Eastern Time Zone)
Mon - Fri
9:00 a.m. to 6:00 p.m.
Credit card, Cash, Paypal
Currently a Top Pro
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Photos and Videos
9 photos and 1 video
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!
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!
Adam at Lumenus is very thorough and quick to respond. Highly recommend using their accounting services.May 31, 2017Short Financial Group's reply
Thank you Casey!
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!Sep 3, 2019VerifiedShort Financial Group's reply
My pleasure Luke! Thank you for your partnership!
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 both hourly rates and flat monthly rates, depending on the services you would like us to provide. 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