South Placer Tax & Bookkeeping Services
Smarter Tax Strategies. Stronger Financial Futures.
More than tax preparation. We help individuals, families, and business owners minimize unnecessary taxes, plan proactively, and make smarter financial decisions.
Enrolled Agent-Led Tax Services | Based in Rocklin CA Serving Nationwide
916-259-1402
More Than Tax Preparation. Your Partner in Smarter Financial Decisions.
Trusted Tax Professionals Serving Placer, Sacramento and Nevada Counties since 2005.
At South Placer Tax & Bookkeeping Services, we believe great tax service goes beyond preparing an annual return. It's about understanding your financial situation, identifying opportunities, and helping you make informed decisions throughout the year.
Whether you're an individual preparing your income taxes, a business owner navigating complex tax requirements, a real estate investor, or someone seeking help with IRS tax matters, our experienced team is here to help.
Led by Garrick D. Gookin, AAMS®, Enrolled Agent, our firm combines tax preparation, proactive tax planning, bookkeeping, and IRS representation with the personal attention you deserve.
Professional Expertise. Personalized Service. Year-Round Support.
Call 916-259-1402
Comprehensive Tax & Bookkeeping Services
Individual Tax Preparation
Your Taxes Are Personal. Your Tax Preparation Should Be Too.
From straightforward W-2 returns to more complex situations involving investments, rental properties, retirement income, and multistate filings, we provide accurate, personalized individual income tax preparation.
Our goal is to help you meet your filing obligations while identifying deductions and credits available under current tax laws.
Learn More About Individual Tax Preparation
Business Tax Preparation
Your Business Deserves More Than Just a Tax Return.
We prepare federal and California business tax returns for sole proprietors, LLCs, partnerships, S corporations, and C corporations.
Our services address the unique tax reporting requirements of business owners, including shareholder and partner reporting, depreciation, business deductions, and pass-through taxation.
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Strategic Tax Planning
Don't Just File Your Taxes. Plan for Them.
Tax preparation reports what happened last year. Tax planning helps you evaluate financial decisions before they happen.
We work with individuals, business owners, retirees, and real estate investors to identify potential tax-saving opportunities, estimate future tax liabilities, and develop proactive strategies.
Learn More About Tax Planning
Bookkeeping Services
Organized Books. Better Financial Decisions.
Accurate financial records are essential to running a successful business.
Our bookkeeping services help business owners maintain organized records, reconcile accounts, prepare financial reports, and stay better prepared for tax season.
We offer ongoing monthly bookkeeping as well as catch-up and cleanup services.
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IRS Tax Resolution & Representation
IRS Problems? You Don't Have to Face Them Alone.
Unpaid taxes, unfiled returns, IRS notices, and collection activity can create significant financial stress.
As an IRS Enrolled Agent, Garrick D. Gookin is federally authorized to represent taxpayers before the IRS.
We help clients evaluate available resolution options involving installment agreements, Offers in Compromise, penalty relief, IRS audits, and collection matters.
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Why Choose South Placer Tax & Bookkeeping Services?
Experience, Expertise & Personalized Attention
Choosing a tax professional is about more than finding someone to complete a return. It's about working with a team that understands your financial circumstances and takes your long-term interests seriously.
IRS Enrolled Agent Expertise
Our firm is led by an Enrolled Agent, a federally licensed tax professional authorized to represent taxpayers before the IRS in examinations, collections, and appeals.
A Team of Tax & Accounting Professionals
Our team brings together tax preparation, accounting, and bookkeeping knowledge to serve individuals and businesses with a wide range of financial needs.
Year-Round Tax Planning
We believe proactive tax planning can be just as important as accurate tax preparation. We help clients evaluate opportunities throughout the year—not simply during filing season.
Individual & Business Tax Experience
From families and retirees to S corporation owners and real estate investors, we understand that different financial situations require different approaches.
Local Service, Lasting Relationships
We're proud to serve the Rocklin and Roseville communities, building relationships based on professionalism, communication, and dependable service.
Tax Planning That Goes Beyond April 15
The Best Tax Strategies Often Begin Before Tax Season
Many important tax decisions must be made before the year ends.
Whether you're considering a Roth IRA conversion, purchasing business equipment, selling investment property, changing your business structure, or planning for retirement, understanding the tax consequences in advance can make a meaningful difference.
Our proactive approach helps clients evaluate:
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Federal and California income tax projections
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Business entity and S corporation tax strategies
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Retirement contributions and Roth conversions
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Real estate depreciation and Section 1031 exchanges
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Business deductions and depreciation elections
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Investment income and capital gains considerations
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Estimated tax payments and withholding adjustments
Make Informed Decisions Today. Prepare for Tomorrow.
Schedule a Tax Planning Consultation
Meet Your Local Tax Professionals
Real People. Professional Expertise. Personalized Service.
At South Placer Tax & Bookkeeping Services, we believe strong client relationships are the foundation of exceptional service.
Our team is committed to helping you understand your tax situation, answering your questions, and providing professional guidance tailored to your needs.
Whether you're filing a personal return, managing a business, or navigating an IRS issue, we're here to help you move forward with confidence.
Meet Our Team
Serving Individuals & Businesses Nationwide
Conveniently located in Rocklin, California, South Placer Tax & Bookkeeping Services proudly serves clients locally and in person:
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Rocklin
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Roseville
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Lincoln
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Granite Bay
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Auburn
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Loomis
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Citrus Heights
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Surrounding counties including Nevada and Sacramento along with virutally serving nationwide
We offer personalized tax and bookkeeping services for both local and qualifying remote clients.
Ready to Get Started?
Let's Make Your Taxes Less Complicated.
Whether you need help preparing your tax return, planning for the year ahead, organizing your business finances, or addressing an IRS issue, our team is ready to assist.
Experience the difference of working with tax professionals who take the time to understand your needs.
South Placer Tax & Bookkeeping Services
3175 Sunset Blvd, Suite 102
Rocklin, CA 95677
Phone: 916-259-1402
Email: ggookin@southplacertax.com
Schedule Your Appointment Online
Tax preparation, tax planning, and resolution services depend on individual circumstances, applicable tax laws, and engagement scope. Tax savings, refunds, and resolution outcomes are not guaranteed.
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DB
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