Tax · Accounting · Advisory

A Legacy of Trust, Accountability & Insights

A tax and advisory firm serving individuals, families, and closely held businesses — with the precision, discretion, and long-term perspective your finances deserve.

WHO WE SERVE

Good accounting is more than compliance. It’s clarity

Shorter B. Pullen Company works with individuals, families, and the closely held and family-owned businesses that anchor our community — with particular depth in agriculture, real estate, and multi-generational enterprises. Whether we're preparing a return, restructuring an entity, or planning a transition years in advance, the standard is the same: get it right, and make it make sense.

Areas of Expertise

How we help

Tax Preparation & Planning

Proactive, year-round tax strategy for individuals, families, and businesses — not just a return in April.

Accounting & Bookkeeping

Accurate books and clear financial reporting, including cloud accounting setup and migration.

Business Advisory

The right entity, structured in the right way — plus the ongoing guidance to grow and scale your business with confidence.

Payroll

Full-service payroll, tax filings, and year-end reporting — handled accurately and on time.

Succession & Estate

Preserving what you've built and passing it on: succession, retirement, and estate strategies.

Not sure where you fit?

Most clients arrive with a question. Tell us what's on your mind, and we'll help you figure out where it fits and what comes next.

Get Started →

‍ ‍ Not sure where you fit?

Why Shorter B. Pullen

The advisor you call before the decision

Decades of experience

Nearly 30 years navigating the situations most firms would rather refer out.

A year-round relationship

Not a seasonal stop — the advisor you reach before the decision, not after.

Rooted in Rome

Local, with the technical depth of a much larger firm — and a name on the door.

Behind every engagement is a firm built on a simple idea: that trust is earned in the details.

Learn about our firm →

Let's talk about what's next.

Whether you're facing a specific question or looking for an advisor for the long term, we'd welcome the conversation.

Get Started

A Legacy of Trust, Accountability & Insights