Offering clients a full range of business and personal tax services including:
Tax Planning and Preparation for Individuals and Businesses
Tax Minimization Strategies
IRS and State Tax Resolution Services
100% Virtual Capabillity
Full Charge Bookkeeping Services
CFO and Business Consulting Services
We strive to build strong, collaborative relationships with each of our clients, earning their trust through personalized attention to their unique needs.
With offices in Rocklin and Colfax, Ca, we take pride in offering exceptional tax and accounting services while actively contributing to our local communties.
Clients need clear and effective Communication:
Many people seek professional assistance when certain aspects of their personal or business finances feel overwhelming; whether due to complexity or unfamiliarity. Financial responsibilities and decisions can be daunting at times, and that is where we come in. Our goal is to help clients navigate these challenges with confidence and gain a clear, practical understanding of their finances. We believe the accounting process does not have to be stressful--dare we say, it can even be enjoyable!
We look forward to delivering the same high-quality service that our clients have come to rely on, including:
Financial Calculatorsto assit you in budgeting, planning, or determining loan payments.
Stay Alertto tax and accounting news by reviewing the client newsletter.
Register Your e-mail Addressto receive important announcements through Service PLUS!
Review Tax Topics of Interestin the Additional Pages section of our site
This place is the best! Everyone is very professional, made me feel right at home. Garrick is an absolute PRO. Never met someone more knowledgeable about taxes and finance. I will be doing my taxes here from now on, and you should too!
Brandon Moser
Brandon Moser
8 reviews • 5 photos
starstarstarstarstar 41 weeks ago
I would like to mention how happy I am with everyone at South Placer Tax group. Garrick and Lisa are really amazing to work with. Garrick is walking me through each step of understanding taxes and the stratification of ways for me to save. Lisa is an expert with QuickBooks Online which is really hard to find nowadays as most firms struggle from making the switch from Desktop.
I fully trust Garrick and his team, I think that’s what you’ll feel the minute you step foot into their office.
Aside from that, what he did for me for the tax year 2022 was simply amazing! Thank you!
Charles Gazso
Best experience I have had with my Taxes. Very classy operation!
Karlena Kellogg
Garrick Gookin is OUTSTANDING!!
Jennifer Leider
We Googled & found South Placer Tax 4yrs ago when our taxes became more complex... What a find! Diamond in the rough. Every year we come in & completely understand every process & questions we have answered. It's truly been amazing!
Norm Kent
Mr.Gookin is a tax genius. I took a very complicated tax situation after I closed my business of 25 years. I was recommended by a friend who has used South Placer Tax for several years. Mr. Gookin was able to break everything down so I could understand and helped solve many issues saving me literally thousands. Garrick is very friendly and was easy to work with. I highly recommend South Placer tax and bookkeeping and I am now a client for life.
Michael Rudkosky
South Placer Tax & Bookkeeping is my life saver. I don’t know what I would do as a business owner with out them. Garrick and his team are always responsive and get the job done timely and efficiently.
Thank you Garrick & Liza!!!
I don’t know what I would do without you all and I would definitely recommend you to all my other business owner friends and anyone looking for an AMAZING CPA or tax preparer.
David S
Great experience so far speaking to Garrick! Knowledgeable and professional. Gave us a lot of pointers on our investment property. We came out with a more clear view on what to do next and how to save money. Really appreciated his responsiveness and experience in small business owner tax details. Looking forward to continue working with them in a future.
Jorge Mendez
Great service. Very patient, personable and professional. Really looking forward to continuing to work together as I am a new business owner
This Web site is made available as a service to our clients and others for informational purposes only. These materials and information should not be considered as, or a substitute for, accounting, tax or financial advice. While it is hoped the materials provided here are helpful as background material, it is not warranted either expressly or implied as accurate or complete. You should refrain in taking any action based upon the information provided here until you have received proper counsel.
In addition, you understand that any links to any other web site or services does not constitute endorsement of or warranty of any service, product or information provided on their site(s). These links are provided for convenience only.
While our intent is to make transmissions to and from this web site secure, it is understood that no warranty of security can be made and that unforeseen security breaches by "hackers" is a possibility, however slight.
Reproduction of part or all of the contents on this site in any form is prohibited other than for individual use only and it may not be shared with any third party. All content on this site is copyright protected and/or trademarked as appropriate and may not be copied, duplicated or altered in any way.
This privacy policy has been compiled to better serve those who are concerned with how their 'Personally Identifiable Information' (PII) is being used online. PII, as described in US privacy law and information security, is information that can be used on its own or with other information to identify, contact, or locate a single person, or to identify an individual in context. Please read our privacy policy carefully to get a clear understanding of how we collect, use, protect or otherwise handle your Personally Identifiable Information in accordance with our website.
What personal information do we collect from the people that visit our blog, website or app?
When ordering or registering on our site, as appropriate, you may be asked to enter your name, email address, mailing address, phone number or other details to help you with your experience.
When do we collect information?
We collect information from you when you subscribe to a newsletter, respond to a survey, fill out a form or enter information on our site.
How do we use your information?
We may use the information we collect from you when you register, make a purchase, sign up for our newsletter, respond to a survey or marketing communication, surf the website, or use certain other site features in the following ways:
• To personalize your experience and to allow us to deliver the type of content and product offerings in which you are most interested.
• To improve our website in order to better serve you.
• To allow us to better service you in responding to your customer service requests.
• To follow up with them after correspondence (live chat, email or phone inquiries)
How do we protect your information?
Our website is scanned on a regular basis for security holes and known vulnerabilities in order to make your visit to our site as safe as possible.
We use regular Malware Scanning.
Your personal information is contained behind secured networks and is only accessible by a limited number of persons who have special access rights to such systems, and are required to keep the information confidential. In addition, all sensitive/credit information you supply is encrypted via Secure Socket Layer (SSL) technology.
We implement a variety of security measures when a user enters, submits, or accesses their information to maintain the safety of your personal information.
All transactions are processed through a gateway provider and are not stored or processed on our servers.
Do we use 'cookies'?
We do not use cookies for tracking purposes
You can choose to have your computer warn you each time a cookie is being sent, or you can choose to turn off all cookies. You do this through your browser settings. Since browser is a little different, look at your browser's Help Menu to learn the correct way to modify your cookies.
If you turn cookies off, Some of the features that make your site experience more efficient may not function properly.that make your site experience more efficient and may not function properly.
Third-party disclosure
We do not sell, trade, or otherwise transfer to outside parties your Personally Identifiable Information.
Third-party links
Occasionally, at our discretion, we may include or offer third-party products or services on our website. These third-party sites have separate and independent privacy policies. We therefore have no responsibility or liability for the content and activities of these linked sites. Nonetheless, we seek to protect the integrity of our site and welcome any feedback about these sites.
Google
Google's advertising requirements can be summed up by Google's Advertising Principles. They are put in place to provide a positive experience for users. https://support.google.com/adwordspolicy/answer/1316548?hl=en
We have not enabled Google AdSense on our site but we may do so in the future.
California Online Privacy Protection Act
CalOPPA is the first state law in the nation to require commercial websites and online services to post a privacy policy. The law's reach stretches well beyond California to require any person or company in the United States (and conceivably the world) that operates websites collecting Personally Identifiable Information from California consumers to post a conspicuous privacy policy on its website stating exactly the information being collected and those individuals or companies with whom it is being shared. - See more at: http://consumercal.org/california-online-privacy-protection-act-caloppa/#sthash.0FdRbT51.dpuf
According to CalOPPA, we agree to the following:
Users can visit our site anonymously.
Once this privacy policy is created, we will add a link to it on our home page or as a minimum, on the first significant page after entering our website.
Our Privacy Policy link includes the word 'Privacy' and can easily be found on the page specified above.
You will be notified of any Privacy Policy changes:
• On our Privacy Policy Page
Can change your personal information:
• By logging in to your account
How does our site handle Do Not Track signals?
We honor Do Not Track signals and Do Not Track, plant cookies, or use advertising when a Do Not Track (DNT) browser mechanism is in place.
Does our site allow third-party behavioral tracking?
It's also important to note that we allow third-party behavioral tracking
COPPA (Children Online Privacy Protection Act)
When it comes to the collection of personal information from children under the age of 13 years old, the Children's Online Privacy Protection Act (COPPA) puts parents in control. The Federal Trade Commission, United States' consumer protection agency, enforces the COPPA Rule, which spells out what operators of websites and online services must do to protect children's privacy and safety online.
We do not specifically market to children under the age of 13 years old.
Do we let third-parties, including ad networks or plug-ins collect PII from children under 13?
Fair Information Practices
The Fair Information Practices Principles form the backbone of privacy law in the United States and the concepts they include have played a significant role in the development of data protection laws around the globe. Understanding the Fair Information Practice Principles and how they should be implemented is critical to comply with the various privacy laws that protect personal information.
In order to be in line with Fair Information Practices we will take the following responsive action, should a data breach occur:
We will notify you via email
• Within 7 business days
We also agree to the Individual Redress Principle which requires that individuals have the right to legally pursue enforceable rights against data collectors and processors who fail to adhere to the law. This principle requires not only that individuals have enforceable rights against data users, but also that individuals have recourse to courts or government agencies to investigate and/or prosecute non-compliance by data processors.
CAN SPAM Act
The CAN-SPAM Act is a law that sets the rules for commercial email, establishes requirements for commercial messages, gives recipients the right to have emails stopped from being sent to them, and spells out tough penalties for violations.
We collect your email address in order to:
• Send information, respond to inquiries, and/or other requests or questions
• Market to our mailing list or continue to send emails to our clients after the original transaction has occurred.
To be in accordance with CANSPAM, we agree to the following:
• Not use false or misleading subjects or email addresses.
• Identify the message as an advertisement in some reasonable way.
• Include the physical address of our business or site headquarters.
• Monitor third-party email marketing services for compliance, if one is used.
• Honor opt-out/unsubscribe requests quickly.
• Allow users to unsubscribe by using the link at the bottom of each email.
If at any time you would like to unsubscribe from receiving future emails, you can email us at
ggookin@southplaceratax.com and we will promptly remove you from ALL correspondence.
Contacting Us
If there are any questions regarding this privacy policy, you may contact us using the information below.
