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Wellsprings Financial Services LC

Wellsprings Financial Services LC

Reviews Summary

Wellsprings Financial Services receives overwhelmingly positive feedback, with most clients praising their professionalism, expertise, and responsiveness. Many highlight their ability to simplify complex tax matters, especially for small business owners and those new to U.S. tax laws. The team is commended for thoroughness, clear communication, and strategic tax-saving advice. A few negative experiences mention communication preferences not being accommodated, but these appear isolated. Clients consistently recommend their services for reliability, knowledge, and stress-free financial management.

About This Listing

Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
QuickBooks

Contact Information

Address

3700 Crestwood Pkwy NW #430

Duluth, Georgia 30096

Visit Website Call Now Get Directions

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday Closed
Saturday Closed
Sunday Closed

Customer Reviews

Wellsprings helped me file 1099 info for contractors and they made the process super simple. Even in our initial consult, they called out things I should consider for my simple business taxes that helped make a difference. I highly recommend this team, very responsive, knowledgeable and trustworthy.

????? I highly recommend Wellsprings Financial Services! As someone coming from abroad, navigating the complexities of U.S. tax laws seemed daunting. However, the team at Wellsprings made the entire process smooth and stress-free. Their deep knowledge and expertise were evident from the start, and they provided us with all the necessary information to get fully acquainted with the intricacies of the tax system here. They were patient, thorough, and always available to answer any questions we had. If you're

I hired Elizabeth and her team to help me reduce my annual taxes, and her highly professional approach and consistent follow up made all the difference. Her strategies and models were very clear and effective. I'm so pleased I've signed up for yet another year. If you are looking for a knowledgeable, highly professional tax accountant that gets results look no further than Elizabeth at Wellsprings Financial.

I've been partnered with Wellsprings Financial Services for three years now, and I really appreciate their services! They politely stay on top of me to make sure taxes and compliance are completed on time, which is much appreciated.

As a small business owner, it is imperative to have the right team of professionals around you to be in the best position to succeed. Working with Elizabeth, Michelle, and the rest of her team have been the most pleasant, stress free experience I have had in a very long time. When I started with them last year, my books were not the most organized, but with Elizabeth's help and advice, I have been able to implement new strategies that are saving my business a lot of time and money. I highly recommend givi

Elizabeth is the best CPA I?ve worked with! She is very knowledgeable and is up to date on the new laws to help your business. Not to mention the incredible staff that has great customer service. They price based on your needs but it?s is very affordable. I highly recommend Wellspring Financial Services to all!

Elizabeth and her staff are always very professional and quick to respond to my questions. Being a new business owner I was at a loss at trying to navigate the through all the accounting and tax laws. Elizabeth has been a tremendous help to me. I would highly recommend Elizabeth and Well Springs Financial for any accounting or tax concerns.

Wellsprings Financial services has assisted me with tax help for the past three years and each time has been wonderful. Very professional and they goes over all documentation needed to complete my taxes thoroughly. Highly recommended!

Elizabeth and her team are top-notch professionals and bring a granular understanding of taxes and every possible saving for my taxes.

I have never worked with an agency that will not verbally communicate with their clients. Especially when it comes to the backbone subject of finances in business. This agencies rep: Michelle which is the CPA's assistant is VERY unprofessional. I was TRYING to work with this company over the course of about 8 months but when I couldn't get verbal responses after requesting that my preferred method of communication was by phone, NOT texting and email she BLATANTLY ignored my requests and continued to do so.

Elizabeth was a pleasure to work with and helped work through several tax issues I was having at the time. I Highly recommend this company for all business owners that want quality work along with reasonable pricing.

The owner of this agency has since resolved my issues. I'm giving 3 stars due to the fact that 5 stars would appear that there have never been issues which in my opinion is deceitful.

Great and excellent service. 100% satisfied with scope of knowledge and experience. Will use again for my financial service needs.

Can?t give enough stars for their service. Will continue to get my business.

Fantastic services and great advice!

Excellent financial services.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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