Frequently Asked Questions

Answers to Common Questions

Choosing an accounting professional is an important decision, and it is natural to have questions before getting started. At DaySpring Accounting & Finance LLC, we believe in providing clear information, honest communication, and personalized service from your very first appointment.

Below are answers to some of the questions we are most often asked by individuals, families, self employed professionals, entrepreneurs, and business owners. If you have a question that is not answered here, we are always happy to discuss your specific needs during a scheduled appointment.

  • Do I need an appointment?

    Yes. DaySpring Accounting & Finance LLC operates by appointment only. This allows us to dedicate uninterrupted time to every client, review financial information thoroughly, answer questions, and provide personalized recommendations without rushing the appointment.

  • What areas do you serve?

    We proudly serve clients throughout Suwanee, Sugar Hill, Buford, Johns Creek, Duluth, Lawrenceville, Cumming, and surrounding communities across Gwinnett County and Forsyth County. We work with both individuals and businesses throughout North Georgia.

  • What services do you provide?

    We offer a wide range of accounting and financial services for both individuals and businesses. Our individual services include:


    • Personal Income Tax Preparation
    • Online Tax Filing
    • Personal Finance Management
    • Trusts and Estates
    • Retirement Planning
    • General Accounting
    • Our business services include:
    • Bookkeeping
    • Cash Flow Projection and Transaction Advisory
    • Corporate Tax Preparation
    • Financial Statement Preparation
    • Business Startup and Incorporation
    • State and Local Taxation
    • Chartered Accountant Services
    • CPA Accounting
    • Forensic Accounting
    • QuickBooks Training
    • Business Consultation

  • Do you only provide tax services during tax season?

    No. We provide year round accounting and financial services. While many clients contact us during tax season, we also assist individuals and businesses throughout the year with bookkeeping, financial planning, retirement planning, business consultation, financial reporting, and many other accounting services.

  • Can you help if I am starting a new business?

    Yes. We work with entrepreneurs who are starting new businesses by providing business startup guidance, incorporation assistance, bookkeeping support, accounting services, and financial planning designed to help establish a strong financial foundation.

Do you work with small businesses?

Yes. Supporting small businesses is one of our primary areas of focus. We work with startups, self employed professionals, sole proprietors, partnerships, limited liability companies, corporations, and growing businesses across a variety of industries.

What should I bring to my first appointment?

The documents you should bring will depend on the services you need. For tax preparation, this may include income statements, previous tax returns, identification, and records relating to deductions or credits. Business owners may need to bring bookkeeping records, financial statements, payroll information, or other accounting documents.

Can you help me if my taxes are complicated?

Yes. Every financial situation is different, and we regularly assist clients with a wide variety of tax circumstances. Whether you have multiple sources of income, are self employed, own a business, receive retirement income, or have investment related tax considerations, we provide personalized tax preparation services tailored to your needs.

What are financial statements used for?

Financial statements help business owners understand the financial health of their company. They provide valuable information regarding income, expenses, profitability, and overall financial performance while supporting budgeting, planning, financing, and business decision making.

Can I receive accounting support throughout the year?

Absolutely. We believe accounting is more than a once-a-year service. We provide year-round support to help individuals and businesses stay organized, make informed decisions, and adapt to financial changes.

Can you help me plan for retirement?

Yes. We provide retirement planning services designed to help individuals prepare for future financial goals. We work with clients to better understand their financial position and develop practical strategies that support long term financial confidence.

Do you offer QuickBooks training?

Yes. We provide personalized QuickBooks training for business owners who want to better understand their accounting software and improve their bookkeeping skills. Training is customized to your level of experience and the needs of your business.

How do I get started?

Getting started is simple. Contact DaySpring Accounting & Finance LLC to schedule an appointment. During your consultation, we will discuss your financial needs, review your questions, and recommend services that best support your personal or business goals.