About Us


We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.


We are your trusted partner in success. Our firm offers a range of professional services at a fair price. We will give you the individual attention that you deserve.


Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.


Jack Short, Certified Financial Planner™, Enrolled Agent, has been preparing taxes for over 20 years at the RTP Federal Credit Union. Jack prides himself in offering Members and non members full service Financial Planning & Tax Preparation Services.

Denice Short, Tax Preparation Assistant, can assist with preparing for and scheduling our services.        


John Short, Licensed Assistant / Life Insurance Specialist, can assist with preparing for and scheduling our services.

Please call our office at 919-406-1818.