Cutting costs. Navigating taxes. Bulldozing bottlenecks. De-mystifying money. Working smarter, not harder.
WHO WE ARE
We are an IRS Enrolled Agent (EA), which is a federally-licensed tax professional authorized to represent taxpayers before the IRS in all matters, in all 50 states. We specialize in tax law and tax matters and are required by the IRS to maintain continual expertise and knowledge in the ever-changing tax law. When selecting a tax professional, remember that an EA always specializes in tax, but not all CPAs do.
We also are an accounting and tax advisory firm geared toward individuals and small to medium-sized businesses. As an Intuit QuickBooks Online Advanced Certified ProAdvisor, we offer tax preparation/advisory, bookkeeping, accounting (including A/P and A/R), payroll, payments, and more. Many of our clients are entrepreneurs and business owners who never have a shortage of business ideas, but just need help implementing strategies that cut cost, save time, and reduce headaches, while increasing profit margins.
We consult business owners and individuals on tax needs, and on architecting, setting up, and implementing efficient, time and money-saving accounting and bookkeeping systems that give full control and visibility of financial reporting. We find that this saves our clients at least 50% (if not more) of the time being spent with existing, outdated, cumbersome accounting processes.
We also offer QuickBooks Online troubleshooting and diagnostic services for resolving issues and problems with existing QuickBooks files. Check out our Services page for more on what we offer.
We will customize an accounting and/or tax solution for you by listening to your needs first. We offer full service bookkeeping and payroll if you prefer to outsource this entirely, or we will come in and provide training to you and your staff on how to use QuickBooks Online.
We rely heavily on cloud technology, which maximizes efficiency, and reduces overheads and cost.
Our clients come from numerous industries and states-including home builders, publishers, oil & gas producers, cattle ranchers, trucking companies, utility providers, business training companies, new media, real estate investors, investment management companies, Uber/Lyft drivers, hairstylists, massage therapists, welders, nonprofits/charities, and others.
Our experience is combined with professional education in comprehensive financial planning in the areas of taxation, risk management, retirement planning, investments, estate planning, and the time value of money from the American College of Financial Services.
Adam holds a Bachelors of Arts degree from Columbia International University in Columbia, SC.
Let us help! We will come to your office to meet you if you are in the Charlotte area, or we will meet you at our office if you prefer. We also offer virtual meetings.
Adam, Melissa, & Everest
Thanks for stopping by. Allow us to introduce ourselves.
My name is Adam Short, and my wife Melissa and I founded Lumenux, Inc. / Short Financial Group in 2014. We have a passion to help you and your business succeed through sound evaluation and a relational, understandable approach. We have over 11 years of experience in operating and managing businesses in several industries, including corporate fund development, publishing, software, media, home builders, oil and gas, real estate, and cattle ranching.
We have a little boy named Everest and enjoy the mountains, the outdoors, traveling, hiking, and living in the country!