We Eat, Breathe, and Live In Tax— 365 Days a Year
We are an IRS Enrolled Agent (EA) firm, 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 and attorneys do. Some of our clients include CPAs and attorneys who will tell you that tax is not their strong suit!
In addition to providing expert tax preparation and tax planning for our clients, we also represent clients before the IRS in matters including back taxes, tax debt, offers in compromise, levies, liens, wage garnishments, seizures of property, audits, audit reconsiderations, tax-related identity theft, bank account levies, appeals, installment agreements, penalty abatements, etc. We also assist our clients who have tax controversies with the state level tax agencies.
We also are an accounting and tax advisory firm geared toward 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 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 experience is combined with professional expertise in financial services in the areas of taxation, risk management, retirement planning, wealth management, estate planning, and the time value of money.
Adam holds a Bachelors of Arts degree from Columbia International University in Columbia, SC and professional education from the American College of Financial Services.
About Us
Thanks for stopping by. Allow us to introduce ourselves.
I’m Adam Short, and my wife Melissa and I founded Short Financial Group in 2014. We have a passion to help you and your business succeed through sound guidance and a relational, understandable approach. We have a combined 20 years of experience in operating and managing businesses.
We have a little boy named Everest and enjoy the mountains, the outdoors, traveling, hiking, and living in the country!
Adam Short, EA / President & Co-Founder
Melissa Short / Co-Founder
Lacie Luft / Administrative Assistant
Lacie Luft brings 9+ years of experience supporting executives in the financial industry. Her communications and organizational expertise keep us on track! Lacie is a graduate of the University of Georgia's Grady College where she majored in Public Relations. Lacie lives in Athens, Georgia with her husband, Daniel and three little girls, Kezia, Beckett and Layla. In her free time she enjoys creating art, crafting and spending time with her family and friends.