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ProsperPlan Wealth

ProsperPlan Wealth

About This Listing

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.*

Contact Information

Address

2377 Gold Meadow Way Suite 100

Gold River, California 95670

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-2PM
Saturday Closed

Customer Reviews

I recently worked with a Chris Grellas to review and optimize my 401k, and I couldn?t be more impressed with the service I received. From the very start, he took the time to thoroughly explain my options, breaking down complex investment strategies in a way that was easy to understand. He was patient, detail-oriented, and tailored their advice to my specific financial goals and risk tolerance. What stood out the most was how informative and accessible Chris was throughout the entire process. I never felt r

I have had the pleasure of working with Lauren Williams for many years, and I cannot express enough how invaluable her expertise and dedication have been to my financial well-being. Lauren has not only helped me navigate the complexities of my investments, but she has also managed my mother's trust with the utmost care and professionalism. From the very beginning, Lauren has taken the time to understand my financial goals and has consistently provided insightful advice tailored to my specific needs. Her de

My wife and I have been helped greatly by Chris' financial services. He has taken a lot of the mystery out of our retirement and investment options. It's is great peace of mind to feel like we are not blindsided by things that we should've known. Furthermore, he helped us avoid a few mistakes! We highly recommend his service!

Met with Chris to review retirement savings accounts. He was really helpful and thorough in explaining how different investment options work and which would be the best for me currently, and what changes I should make to them when I?m closer to retirement. He went above and beyond & helped me project different retirement ages and what savings I would have at those ages. Super helpful meeting! Thanks Chris!

Choosing ProsperPlan has been one of the best actions I've taken regarding my financial well-being. I couldn't recommend Lauren and her team any higher. The knowledge and support I've received here are inspiring. Navigating financial management and my future/retirement can be overwhelming, however, I feel confident and cared for. I've been with other financial planning services but I didn't get the same mentoring that I have at ProsperPlan. I wish I had known about them sooner!!!

Our family has worked with Lauren for a few years now. One of the many things we appreciate about her is her ability to analyze a financial situation we have and make a concise but detailed recommendation in a very timely manner. Also, when our mother passed away, Lauren was able to help us with organizing her finances so that it didn?t seem so overwhelming to us. Lauren is also very good at having regular meetings with us to discuss our financial situation and what the current market outlook is. Overal

ProsperPlan has been a perfect fit for my financial and investment needs. Lauren and her team asked questions about my financials goals and welcomed my questions about their company. Their passion for helping their clients achieve financial security was obvious. Very professional, but personal as well. A great mix, and as a result, I feel more secure about reaching my financial goals.

I was referred to Lauren as their best Kaiser retirement person and she didn't disappoint. She presented me all my options in a no pressure manner. I made my decision and she made the transactions with ease. She continues to communicate with strategies and adjustments. When my coworkers found out about how easy it was and how much my portfolio has increased I am asked for her number frequently.

Chris's integrity is impeccable. He is straightforward, honest, and his commitment to being a proactive financial advisor is stellar. He is an excellent listener, compassionate, and demonstrates great understanding of your financial needs and goals. You can always count on his advice to be clear, relevant, and prudent.

I've had the privilege of working with Lauren and Chris at ProsperPlan. Their passion for helping others and their expertise in the industry make them an exceptional choice for anyone seeking sound financial guidance and a trusted partner. They bring a wealth of knowledge, integrity, and dedication to their clients, but their personal approach truly sets them apart.

Chis is one of the most intelligent and financially literate individuals I have met. He provides very sound financial advise from a very holistic standpoint encompassing all areas of wealth building and financial preservation which is key to building generational wealth. Lots of financial advisors out there are just stock brokers trying to put you in the highest commission paying investments and not truly looking out for your best interest. Chris treats his clients as if he were giving advise to his own fam

ProsperPlan is my go to financial security planning. Chris Grellas was amazing in his craft and helped stabilize my retirement portfolio!! He knows what to do and is professional and knowledgeable.

As I draw nearer to my retirement years, I was looking for someone to assist me with my finances so I could be certain my family and I would be secure as I head into my golden years. I contacted Lauren with ProsperPlan and to say I was blown away by her expertise, knowledge, and care would be an understatement! She truly helped me understand where we are now and was able to give me a visual picture of where we would be financially given several different scenarios. I feel at ease now, knowing that I have he

Chris was very thorough and knowledgeable. He is able to help give guidance and provide steps to take as well as logical and functional long term plan and goals. I am very grateful seeing that initially my situation seemed hopeless. Yet within. A month I am already noticing positive impacts to my finances little by little I am able to get control of my financial situation Thanks Chris!!

Chris Grellas stands out as a financial advisor who puts his clients' interests first, combining expertise with genuine care. His ethical approach and Christian values shine through in every interaction, creating a foundation of trust. With Chris at the helm, clients can feel confident navigating their financial journeys, knowing they have a knowledgeable and honest partner by their side. Sources

It has been a complete pleasure to work with ProsperPlan Wealth and more specifically, Lauren Williams. Her expertise and professionalism shine through in every interaction we have had. I really appreciate having her knowledge and expertise in my court as I walk through life.

Chris is the best financial planner I could possibly ask for. Began working with him on my retirement fund several years ago during the pandemic and I have been exceptionally pleased with the results of his advice and guidance. Would recommend to anyone!

I?ve known Lauren for many years. Throughout her career, she's developed a reputation for being the best financial advisor for healthcare workers. As a Nurse Practitioner, I appreciate other professionals who have a mastery in the craft. If you're considering working with an advisor and happen to be healthcare worker, you're in the right place for great financial guidance.

Chris is very knowledgeable and working with him feels like working with a close trusted friend. He respects time well and is always eager to help.

At ProsperPlan Wealth, Lauren and Chris understand the importance of wealth management and client care. I confidently recommend ProsperPlan to my clients who are looking for a financial advisory firm who understands wealth management is not just a numbers business, but a people business.

I?ve had the pleasure to work with Chris professionally, and I will continue to recommend him to my clients and colleagues. Chris is knowledgable with considerable experience in the industry, employs ethical practices, and cares deeply for his clients. You will be in very capable hands with Chris!

They are so knowledgeable! I knew what I wanted for myself for the future but I didn?t know how to jumpstart. After leaving I felt so comfortable with the next steps and ready to tackle these goals for myself. Highly highly recommend!

ProserPlan Wealth is an wonderful place filled with amazing people who are with you every step of the way. I would definitely recommend this place to anyone who is reading this!!!

Fantastic financial expertise with knowledgeable advice + recommendations :)

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.