Our firm is an IRS Enrolled Agent providing licensed, full-service tax, accounting, and financial management solutions. Our expertise lies in tax preparation, planning, advisory, resolution, business and financial management, bookkeeping, accounting, payroll, and much more.
We are distinguished by our commitment to deliver comprehensive tax and financial advice that helps business owners to reduce their tax liability effectively. Our team goes above and beyond in offering white-glove, personalized tax preparation services.
Our IRS representation services involve expert representation of clients before the IRS for resolving delinquent tax debts, audits, offers in compromise, collections proceedings, tax liens & levies, penalty abatements, and other related issues.
We provide a full-range of services utilizing QuickBooks Online, ranging from training, setup, implementation, migration from other accounting software, payroll processing, payroll tax filing, sales tax automation, accounting consulting, and more.
We believe in innovative problem-solving and challenge clients to adopt new ways of doing things. Our approach may question the status quo, but we invite feedback and trust our clients to work with us towards optimal solutions.
Service location:
Remotely
Service Reviews
5.0
64 reviews
Service as described
5.0
Communication
5.0
Punctuality
5.0
CH
Courtney H.
My experience working with Adam and his team was fantastic. I am extremely satisfied with all the services they provided, and I plan to continue working with him as my company expands. Thank you so much, Adam!
December 8, 2022
CM
Christopher M.
I had an incredible experience working with Short Financial. They played a significant role in resolving my issue. Moreover, Adam was extremely responsive and prompt in handling everything! I would wholeheartedly suggest their services and intend to remain their client!
July 16, 2022
KW
Kayla W.
Highly recommended due to their exceptional professionalism, responsiveness, and thoroughness.
After struggling with a previous accountant for weeks and almost missing the tax deadline, I turned to Adam's group for assistance. Within a short timeframe, they efficiently handled filing for both my business partnership and personal taxes. I appreciated how Adam personally educates clients on important details, allowing me to make informed decisions as a business owner. Furthermore, there was no pressure to utilize additional services.
Based on my positive experience, I plan to continue using their accounting services, as the quality of work and relief provided outweighs the cost.
December 24, 2021
JA
James A.
Adam's performance was outstanding! His system is highly structured and productive. He promptly attended to all my inquiries and elaborated every detail in simple terms. Additionally, he provided quick turn-around times. Undoubtedly, I will utilize his services in the future, and I have already referred him to my colleagues.
November 1, 2021
CW
Christopher W.
Adam proved to be an outstanding CPA who expertly led me through every step of the accounting and tax preparation procedures. He displayed a high level of responsiveness and shared numerous impactful hints and recommendations that greatly contributed to the outcome. I highly commend his services!
