Short Financial Group Rock Hill

About

We exist to empower small businesses to do the extraordinary. We bring together the worlds of tax, accounting, business, and finance to strategically partner with you as a small business owner to help propel you into your next phase of growth. Whether you are pre-revenue, startup, or have been in business many years, our approach is comprehensive and relational. Preparing and filing your tax returns is the baseline, but it's only the starting point. We become strategic partners with our clients, ready to guide you through the complexities of tax, accounting, business, and finance. As a federally-licensed enrolled agent firm and Advanced Certified QuickBooks ProAdvisor, we are uniquely positioned to offer a white-glove personal touch and assist clients nationwide. Check out our Who We Are Statement here: https://www.shortfinancial.com/who-we-are

English

Excellent

FAQs

Interview quote

"Start where you are, use what you have, and do what you can!"

Why do customers choose you?

We believe in relationships, which is why we intentionally structure our services on a year-round basis. We've found that clients who proactively engage in an ongoing, rhythmic relationships with their accountant and tax professional are far more likely to succeed in the long run. We won't just prepare your tax return once a year and disappear. We are in this for the long haul, helping you to see around corners, and learn what you don't know.

What do you consider a fantastic customer experience?

We succeed when our clients thrive. Nothing makes us happier than having the privilege to participate in the partnership to help effect transformation and impact for our clients. This is why we seek to work with clients who are ready to get their hands dirty and participate in the process with us! Partnership is a two-way street, and this is the context in which our clients have the most meaningful impact and excellent experience,

How can you help businesses develop?

Our primary areas of focus for businesses span an annual revenue range of $0 (pre-revenue or startup) up to $14 million. We call this our "sweet spot," and we have over 20 combined years of experience in advising business owners on tax preparation, tax planning, entity structuring, architecting accounting systems, cash flow planning, operations/processes, payroll, bookkeeping, and more.

Company members

Location

Review this partner

Roland Proulx 2 years ago

They provide services that we expect. They also reviewed previous returns and found additional benefits and unfortunately errors from our previous tax services.

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Paul Turner 2 years ago

My family and business have been using the tax services of Short Financial Group for several years now. The whole team is very informative and speaks in plain language we can all understand, as tax talk can be daunting. They stay on the cutting edge of what is new and how we can change and grow annually. Our company has grown quite a bit in the past four years with the help of this team. Their advising keeps your specific needs in the forefront with flexible plan options catered just for your business and personal needs. Everybody is friendly and genuinely wants you to have success and ease during the tax season and beyond.

Bryan Stillman 2 years ago

A couple of years ago, I went through some very challenging family issues which delayed my taking care of some life basics like figuring out and filing my taxes correctly. I searched the Thumbtack app for accountants nearby (California) but instead I found Adam and Charles and their amazing team in North Carolina. Never once has the distance interrupted or complicated their amazing work for me. They worked wonders bringing incredible insight and assistance to an extremely long and difficult period in my life. I honestly can't imagine using anyone else for my tax needs. I will always be grateful to the Short Financial Group.

Thomas Meyer 2 years ago

I was introduced to Short Financial a couple years ago. Adam, Chad, and the entire team have been wonderful to work with. As a self-employed person, my focus is on my work, not on organizing my taxes and knowing the laws. Short Financial has great systems in place that have helped me become more organized and confident in dealing with the dreaded IRS. Not only are they competent in their profession, they also take time to learn about your personal situation. I highly recommend them for your tax and investment needs.

Barbara 2 years ago

When my husband and I got married, our tax situation changed pretty dramatically. We didn't know what to do. Then we found Short Financial, and they were able to help us navigate some complex tax situations. Adam and Chad have never hesitated to answer questions and have been responsive to our needs. And they are just nice people!

Jacob Bland 2 years ago

I had reached out to Adam when I was having an issue with some back taxes, he took care of it in a timely manner and was very informed and knew exactly what to do. I have now used him for my tax services for the past 4 years and he has done great. He also has a great team of highly skilled accountants.