Business Details
32 Years
experience
Expert Tax & Estate Planning Services in Auburn
Since 1994, we have dedicated ourselves to simplifying tax and legal challenges for individuals, families, and businesses in Placer and Nevada County. Our founder, Tony Graupensperger, combines over three decades of expertise as a Certified Public Accountant and Estate Planning Attorney to deliver tailored solutions. With a focus on community and generosity, we prioritize making complex processes accessible and stress-free. Our services span estate planning, tax preparation, asset protection, and business law, reflecting a deep commitment to client education and empowerment. We believe in building long-term relationships through transparency, availability, and a personalized approach to every consultation.Our team stays current with evolving regulations to ensure compliance and optimal outcomes for our clients. From initial consultations to post-filing support, we emphasize clarity and peace of mind. Recognized for our ability to demystify legal jargon and tax complexities, we serve as trusted advisors to our community. Our dedication to excellence is reflected in our professional affiliations with organizations like the American Institute of CPAs and the State Bar of California. Whether handling individual tax returns or intricate estate plans, we remain steadfast in our mission to let clients focus on what matters most: their loved ones and passions.
Services
Estate Planning
Tax Preparation
Asset Protection
IRS Representation
Living Trusts
Probates
Wealth Management
Charitable Giving
Tax Planning
Business Law
Details
- Year established: 1994
Highlights and features
- We offer over 30 years of combined legal and tax expertise.
- Our team provides personalized solutions for complex financial situations.
- We specialize in demystifying legal jargon for client understanding.
- First consultations are always free of charge.
- We serve Placer and Nevada County communities exclusively.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants
- State Bar of California
What people say
Professional, knowledgeable
Quick, honest
Amazing and knows his stuff
Great at answering questions
Explains legal jargon better
Services
Estate Planning
Our estate planning services help clients protect assets and ensure smooth wealth transfer through customized wills, trusts, and advanced directives. We guide families through complex legal requirements while minimizing tax liabilities. With expertise in California-specific regulations, we create tailored solutions that adapt to evolving personal and financial circumstances.
Tax Preparation
We prepare individual, corporate, and trust tax returns with meticulous attention to deductions and compliance. Our team stays current with federal and state tax code changes to optimize refunds and reduce liabilities. From simple filings to complex multi-state returns, we ensure accuracy and timely submission for all client types.
IRS Representation
Our IRS representation services defend clients during audits and resolve back tax issues through negotiation and payment plans. We handle correspondence with tax authorities while protecting client interests. With deep knowledge of tax law, we minimize penalties and streamline resolution processes for individuals and businesses.
Living Trusts
We design living trusts to manage and distribute assets efficiently while avoiding probate. These flexible instruments adapt to life changes like marriages or inheritances. Our trusts incorporate tax strategies and incapacity planning to ensure comprehensive asset protection and legacy preservation for California residents.
Wealth Management
Our wealth management integrates tax strategies with long-term financial goals through personalized investment and retirement planning. We collaborate with clients to optimize asset growth and charitable giving while addressing estate tax implications. This holistic approach ensures alignment with both current needs and future aspirations.
People
Graupensperger Tony CPA
CPA & Attorney
With over 30 years of experience, Tony Graupensperger specializes in estate planning and tax law. He holds degrees from the University of Montana, Western State University College of Law, and Golden Gate University. Licensed in California and Montana, he serves as a trusted advisor to local families and businesses.
Questions
What tax services do you offer?
We prepare individual, corporate, partnership, trust, and estate tax returns while providing IRS audit representation and year-round tax planning strategies.
Do you handle estate planning documents?
Yes, we create customized wills, living trusts, powers of attorney, and healthcare directives to protect your assets and wishes.
What areas do you serve?
We primarily serve Placer and Nevada Counties in Northern California with localized legal and tax expertise.
Are initial consultations free?
Yes, we offer complimentary first consultations to discuss your tax, estate planning, or business law needs.
