Professional Individual Tax Preparation in Rocklin, Roseville & Placer County
Preparing your income taxes involves more than entering numbers into tax software. Your income, investments, family circumstances, retirement accounts, and financial decisions can all affect your tax return.
At South Placer Tax & Bookkeeping Services, we provide professional individual income tax preparation designed to help you file accurately, claim eligible deductions and credits, and understand how your tax situation affects your financial future.
Whether you have a straightforward W-2 return, investment income, rental properties, retirement distributions, or multiple sources of income, we take the time to understand your circumstances and prepare your return with care and attention to detail.
Led by Garrick D. Gookin, AAMS®, Enrolled Agent, our firm combines tax preparation expertise with personalized service and a proactive approach to tax planning.
Our goal is simple: Accurate tax returns, informed financial decisions, and greater confidence at tax time.
We prepare federal and California individual income tax returns for a wide range of taxpayers, including:
Individuals and married couples
Families with dependents
Retirees and Social Security recipients
Employees with W-2 income
Self-employed individuals and independent contractors
Investors with stocks, bonds, and other investments
Rental property owners
Taxpayers with income from multiple states
We review your available tax information to identify applicable deductions, credits, and reporting requirements.
Investment transactions can create complicated tax reporting requirements, particularly when you have multiple brokerage accounts or significant investment activity.
We assist with reporting:
Stock, bond, and mutual fund transactions
Capital gains and losses
Dividend and interest income
Brokerage Forms 1099-B, 1099-DIV, and 1099-INT
Capital loss carryforwards
Investment-related tax adjustments
Cryptocurrency transactions and digital asset reporting
Retirement income often involves different tax rules depending on the type of account, distribution, and taxpayer's circumstances.
We assist with tax reporting involving:
Traditional and Roth IRA distributions
401(k), 403(b), and pension distributions
Required Minimum Distributions (RMDs)
Roth IRA conversions
Retirement account rollovers
Social Security benefits
Annuity income
Retirement-related tax withholding
We can also evaluate tax planning opportunities related to retirement distributions and conversions.
Owning rental or investment property creates additional tax considerations.
We assist with:
Schedule E rental income and expense reporting
Residential and commercial rental properties
Depreciation and fixed asset schedules
Passive activity loss limitations
Rental property sales and capital gains
Depreciation recapture
Section 1031 exchanges
Short-term rental tax considerations
If you're self-employed, work as an independent contractor, or earn income from a side business, your tax return may involve additional deductions and self-employment taxes.
We assist with:
Schedule C business income and expenses
Forms 1099-NEC and 1099-K
Business vehicle and mileage deductions
Home office deductions
Self-employment tax calculations
Retirement contributions for self-employed taxpayers
Estimated tax payment planning
We review applicable tax benefits based on your income, filing status, and financial circumstances.
These may include:
Child Tax Credit and dependent-related benefits
Education tax credits
Retirement savings contribution credits
Charitable contributions
Mortgage interest and property tax deductions
Eligible energy-related tax credits
Health Savings Account (HSA) contributions
Other available federal and California tax benefits
If you live in California but earn income in another state—or moved during the tax year—you may have additional filing requirements.
We assist with resident, part-year resident, and nonresident income tax returns, including applicable state tax credits and income allocation considerations.
Need to catch up on unfiled tax returns or correct a previously filed return?
We can help prepare prior-year returns, review filing discrepancies, and determine whether an amended return is appropriate.
Many important tax decisions happen long before tax season begins.
We help clients evaluate planning opportunities involving:
Federal and California tax projections
Tax withholding and estimated payments
Retirement contributions and distributions
Roth IRA conversion strategies
Capital gains and investment transactions
Charitable giving
Real estate transactions
Changes in income, employment, or family circumstances
Our approach focuses on helping you understand potential tax consequences before making important financial decisions.
Garrick D. Gookin is an Enrolled Agent, a federally licensed tax professional authorized to represent taxpayers before the Internal Revenue Service in matters involving audits, collections, and appeals.
From investment income and retirement distributions to rental properties and multistate filings, we assist clients with tax returns that go beyond basic W-2 reporting.
We believe your tax return should reflect your individual circumstances. We take the time to review your information, answer questions, and explain important tax considerations.
We offer both annual tax preparation and year-round tax planning services to help you make informed financial decisions.
Based in Rocklin, California, we proudly serve individuals and families throughout Roseville, Lincoln, Granite Bay, Auburn, and the surrounding Placer County area.
Step 1 — Schedule Your Appointment
Contact our office to discuss your tax preparation needs and receive instructions for getting started.
Step 2 — Gather Your Tax Documents
Provide your income statements, investment documents, deductible expenses, and other relevant tax information.
Step 3 — Professional Tax Return Preparation
We review your documentation, prepare applicable federal and state returns, and evaluate available tax deductions and credits.
Step 4 — Review & Electronic Filing
We explain important items on your return, answer questions, and electronically file eligible returns after receiving the required authorizations.
Step 5 — Plan for the Year Ahead
When appropriate, we discuss potential tax planning opportunities and steps to help you prepare for the following tax year.
Whether you're filing a straightforward individual return or navigating investments, retirement income, rental properties, or multiple states, South Placer Tax & Bookkeeping Services is here to help.
Schedule Your Individual Tax Preparation Appointment Today
South Placer Tax & Bookkeeping Services
Rocklin, California
Call: 916-259-1402
Schedule an Appointment Online
Tax preparation and planning services depend on individual circumstances, applicable tax laws, and engagement scope. Tax refunds, savings, and specific outcomes are not guaranteed.
Professional Business Tax Preparation for LLCs, S Corporations, Partnerships & Corporations in Rocklin, Roseville and Placer County
Running a business is demanding enough without worrying about complicated tax laws, filing deadlines, and changing federal and California tax requirements.
At South Placer Tax & Bookkeeping Services, we provide comprehensive business tax preparation services designed to help business owners meet their filing obligations, identify available tax deductions, and make informed financial decisions.
Whether you're a sole proprietor, independent contractor, LLC owner, partner, or corporate shareholder, we understand that every business has unique tax considerations.
Led by Garrick D. Gookin, AAMS®, Enrolled Agent, our firm combines professional tax preparation with proactive planning and practical guidance for business owners.
Our goal is to help you file accurately, stay compliant, and identify opportunities to improve your tax efficiency.
S corporations have unique tax reporting requirements involving shareholder compensation, pass-through income, distributions, and basis calculations.
We assist S corporation owners with:
Federal Form 1120-S preparation
California Form 100S preparation
Shareholder Schedule K-1 reporting
Shareholder basis and distribution considerations
Officer compensation and reasonable salary considerations
Business deductions and depreciation
California Pass-Through Entity (PTE) tax considerations
Partnership taxation can become complex when multiple owners, capital accounts, liabilities, and special allocations are involved.
Our partnership tax services include:
Federal Form 1065 preparation
California Form 565 or 568 preparation, as applicable
Partner Schedule K-1 reporting
Capital account and tax basis considerations
Guaranteed payments and partner distributions
Partnership liabilities and allocations
Business expense and depreciation reporting
Corporations face distinct tax rules involving taxable income, deductions, shareholder distributions, and corporate-level taxes.
We assist with:
Federal Form 1120 preparation
California Form 100 preparation
Corporate income and expense reporting
Depreciation and fixed asset schedules
Corporate tax calculations and estimated payments
Business tax planning considerations
LLCs and sole proprietorships have different filing requirements depending on their ownership structure and federal tax classification.
We help business owners with:
Schedule C business income and expense reporting
Single-member LLC tax considerations
California LLC Form 568 filing requirements
Self-employment tax calculations
Vehicle, home office, and other business deductions
Estimated tax payment planning
Tax preparation reports what happened during the year. Tax planning helps business owners evaluate financial decisions before year-end.
We assist with strategies involving:
Business entity selection and tax structure
S corporation election considerations
Retirement plan contributions
Depreciation, Section 179, and bonus depreciation
Qualified Business Income (QBI) deductions
California Pass-Through Entity tax elections
Owner compensation and distributions
Federal and California estimated tax payments
Operating in more than one state can create additional tax filing and reporting obligations.
We help businesses evaluate state income tax filing requirements, nonresident income allocations, and multistate tax considerations.
Accurate bookkeeping is the foundation of a properly prepared business tax return.
Our bookkeeping services can help maintain organized financial records, reconcile accounts, and prepare financial statements that support business tax reporting.
Receiving an IRS notice doesn't automatically mean something is wrong, but it should be reviewed promptly.
As an Enrolled Agent, Garrick D. Gookin is federally authorized to represent taxpayers before the IRS in matters involving examinations, collections, and appeals.
We can assist with reviewing business tax notices, responding to IRS inquiries, and addressing applicable federal tax matters.
We work with sole proprietorships, LLCs, partnerships, S corporations, and C corporations, helping owners navigate the different tax requirements associated with each entity.
Enrolled Agents are federally licensed tax professionals authorized to represent taxpayers before the Internal Revenue Service.
Our integrated services help business owners maintain financial records, prepare required returns, and evaluate tax planning opportunities throughout the year.
We take the time to understand your business operations, ownership structure, financial objectives, and tax reporting needs.
Based in Rocklin, California, we proudly serve business owners throughout Roseville, Lincoln, Granite Bay, Auburn, and surrounding Placer County communities.
Step 1 — Initial Business Tax Review
We review your business structure, prior-year returns, financial statements, and applicable filing requirements.
Step 2 — Financial & Tax Document Review
We evaluate the records and supporting documentation needed to prepare your business tax returns.
Step 3 — Business Tax Return Preparation
We prepare applicable federal and state returns, including required schedules and owner reporting documents.
Step 4 — Review & Filing
We review the completed returns with you, explain key tax items, and electronically file eligible returns after obtaining the required authorizations.
Step 5 — Planning for the Year Ahead
When appropriate, we discuss potential tax planning opportunities, estimated payments, and other considerations for the upcoming tax year.
Whether you're filing your first business tax return, managing an established S corporation, operating a partnership, or dealing with complex business tax reporting requirements, we're here to help.
South Placer Tax & Bookkeeping Services
Rocklin, California
Call: 916-259-1402
Schedule Your Business Tax Consultation
Tax services and planning recommendations depend on individual circumstances, applicable laws, and engagement scope. Tax savings and specific outcomes are not guaranteed.
Professional Tax Planning for Individuals, Business Owners & Real Estate Investors in Rocklin, Roseville and Placer County
At South Placer Tax & Bookkeeping Services, we believe effective tax planning should be a year-round strategy—not something that happens once a year when it's time to file your tax return.
Our approach goes beyond traditional tax preparation. We work with individuals, families, business owners, and real estate investors to identify legitimate tax-saving opportunities, reduce unnecessary tax exposure, and develop strategies aligned with their financial goals.
Led by Garrick D. Gookin, AAMS®, Enrolled Agent, our firm combines tax expertise with a comprehensive understanding of business ownership, investments, retirement planning, and long-term financial decision-making.
Our goal is simple: Help you make smarter tax decisions today so you can keep more of what you earn tomorrow.
We help individuals and families identify tax-efficient strategies based on their income, investments, deductions, and financial circumstances.
Our planning services may include:
Federal and California income tax projections
Tax withholding and estimated payment strategies
Retirement contribution and distribution planning
Roth IRA conversion tax analysis
Capital gains and investment tax considerations
Charitable giving and deduction strategies
Education-related tax benefits
Planning for significant financial or life changes
Owning a business creates valuable tax planning opportunities—but choosing the right strategies requires understanding how your business operates.
We work with sole proprietors, LLCs, partnerships, S corporations, and C corporations to evaluate strategies such as:
Business entity selection and tax structure
S corporation reasonable compensation considerations
Owner retirement plan contributions
Business expense and deduction planning
Depreciation and Section 179 deductions
Qualified Business Income (QBI) deductions
California Pass-Through Entity (PTE) tax elections
Estimated tax payments and cash-flow planning
Year-end tax reduction strategies
Real estate investors often face complex tax rules involving rental income, depreciation, property sales, and capital gains.
We help property owners evaluate tax planning opportunities involving:
Rental property income and expenses
Depreciation and cost segregation considerations
Section 1031 tax-deferred exchanges
Passive activity losses and limitations
Real estate professional status
Short-term rental tax considerations
Capital gains and depreciation recapture
Property disposition and reinvestment strategies
Retirement and investment decisions can have significant tax consequences.
We help clients evaluate the tax implications of:
Traditional and Roth IRA contributions
Roth IRA conversions
Required Minimum Distributions (RMDs)
Retirement account withdrawals
Capital gains and losses
Tax-efficient charitable contributions
Social Security taxation
Medicare income-related premium considerations
Preparing an accurate tax return is important, but filing your return generally reports financial decisions that have already occurred.
Tax planning helps you evaluate those decisions before they happen.
By reviewing your financial situation throughout the year, we can identify potential tax-saving opportunities, estimate upcoming tax liabilities, and recommend adjustments while there may still be time to act.
Whether you're preparing to sell a business, purchase investment property, retire, or simply want to avoid an unexpected tax bill, proactive planning can make a meaningful difference.
1. Initial Tax Review
We review your prior tax returns, income sources, business activities, investments, and financial objectives.
2. Tax Projection & Analysis
We estimate your potential federal and state tax liabilities and evaluate available planning opportunities.
3. Customized Tax Strategy
We develop recommendations tailored to your circumstances, explaining potential benefits, limitations, and implementation considerations.
4. Implementation & Ongoing Review
We help you understand the steps involved and revisit your strategy as tax laws, income, and personal circumstances change.
IRS Enrolled Agent Expertise
An Enrolled Agent is a federally licensed tax professional authorized to represent taxpayers before the Internal Revenue Service.
More Than Tax Preparation
Our services focus on both preparing accurate returns and helping clients make informed financial and business decisions throughout the year.
Experience With Complex Tax Situations
We assist clients with business entities, rental properties, retirement distributions, pass-through income, and multistate tax considerations.
Personalized, Local Service
Based in Rocklin, California, we serve clients throughout Roseville, Lincoln, Granite Bay, Auburn, and surrounding communities, with virtual appointments available.
You work hard to earn your income. Your tax strategy should work just as hard to help you preserve it.
Whether you're a business owner looking to improve tax efficiency, a real estate investor evaluating depreciation strategies, or an individual approaching retirement, we're here to help you understand your options.
Schedule Your Tax Planning Consultation Today
South Placer Tax & Bookkeeping Services
3175 Sunset Blvd, Suite 102
Rocklin, CA 95677
Call: 916-259-1402
Email: ggookin@southplacertax.com
Tax planning recommendations depend on individual facts, applicable laws, and eligibility requirements. Tax savings and outcomes are not guaranteed.
Reliable Monthly Bookkeeping & Financial Recordkeeping in Rocklin, Roseville and Placer County
Running a successful business takes time, dedication, and attention to detail. Between serving customers, managing employees, and handling daily operations, keeping your financial records organized can quickly become overwhelming.
At South Placer Tax & Bookkeeping Services, we help small business owners maintain accurate, organized, and up-to-date financial records so they can focus on what they do best—running their businesses.
Whether you're a sole proprietor, LLC, partnership, or corporation, we provide personalized bookkeeping solutions designed around your business needs.
Our goal is simple: Give you accurate financial information, greater peace of mind, and more time to focus on growing your business.
Consistent bookkeeping is essential for understanding your business's financial performance.
We help maintain your books throughout the year by organizing transactions, categorizing income and expenses, and reconciling financial accounts.
Our monthly bookkeeping services may include:
Recording and categorizing business income and expenses
Reconciling bank and credit card accounts
Reviewing transactions for accuracy and consistency
Maintaining organized financial records
Preparing monthly financial reports
Identifying bookkeeping discrepancies and outstanding items
Understanding where your money comes from and where it goes is essential to making informed business decisions.
We prepare financial reports that help you monitor your company's financial position and operating results, including:
Profit and Loss Statements
Balance Sheets
Income and expense summaries
Year-to-date financial performance reports
Financial information to support tax preparation and planning
Fallen behind on your bookkeeping? You're not alone.
Many business owners find themselves months—or even years—behind on maintaining their financial records.
We help organize historical transactions, reconcile outstanding accounts, identify discrepancies, and bring your books up to date.
Whether you need a few months of cleanup or assistance reconstructing multiple years of records, we can evaluate the scope of work and recommend a practical solution.
Every business operates differently, and your bookkeeping should reflect the way your business works.
We assist a variety of businesses, including:
Sole proprietors and independent contractors
LLCs and partnerships
S corporations and C corporations
Professional service providers
Construction and trade businesses
Real estate investors and rental property owners
Retail and other small businesses
One of the biggest advantages of maintaining accurate financial records is being better prepared when tax season arrives.
Because South Placer Tax & Bookkeeping Services provides both bookkeeping and tax preparation services, we understand the importance of properly classified transactions, accurate financial reporting, and organized supporting records.
We help clients maintain books that support efficient tax preparation and identify financial information that may warrant additional tax planning.
Accurate bookkeeping does more than help you stay organized.
It can help you:
Understand whether your business is profitable
Monitor expenses and identify potential cost-saving opportunities
Make informed financial and operational decisions
Prepare for tax filing deadlines
Maintain records needed for financing applications
Reduce time spent searching for financial information
Address discrepancies before they become larger problems
Better financial records lead to better-informed business decisions.
Step 1 — Initial Bookkeeping Review
We discuss your business, accounting software, transaction volume, and current bookkeeping challenges.
Step 2 — Account Setup or Cleanup
We review your existing records and identify any necessary account organization, reconciliations, or historical corrections.
Step 3 — Ongoing Monthly Bookkeeping
We maintain your financial records based on the services included in your bookkeeping engagement.
Step 4 — Financial Reporting & Review
We provide financial reports and help you understand important information about your business's financial activity.
Our combination of bookkeeping, tax preparation, and tax planning services helps business owners maintain financial records with tax reporting requirements in mind.
Garrick D. Gookin, AAMS®, Enrolled Agent, brings federal tax expertise to the firm, providing an additional perspective on how bookkeeping affects business tax reporting and financial decisions.
We understand that no two businesses are exactly alike. We take the time to learn how your business operates and recommend services appropriate for your needs.
Based in Rocklin, California, we proudly serve businesses throughout Roseville, Lincoln, Granite Bay, Auburn, and the greater Placer County area.
Stop spending valuable hours trying to keep up with transactions, reconcile accounts, and organize financial paperwork.
Whether you need ongoing monthly bookkeeping, assistance cleaning up overdue records, or help preparing your books for tax season, South Placer Tax & Bookkeeping Services is ready to help.
Schedule Your Bookkeeping Consultation Today
South Placer Tax & Bookkeeping Services
Rocklin, California
Call: 916-259-1402
Schedule an Appointment Online
Services are customized to each client's needs and engagement agreement. Bookkeeping services do not constitute an audit, review, or assurance engagement.
Professional IRS Representation and Tax Resolution in Rocklin, Roseville & Placer County
Dealing with the IRS can be stressful, especially when you're facing unpaid taxes, threatening notices, penalties, or years of unfiled tax returns. You don't have to navigate these challenges alone.
At South Placer Tax & Bookkeeping Services, we help individuals and business owners understand their tax obligations, evaluate available resolution options, and work toward a manageable path forward.
As an IRS Enrolled Agent (EA), Garrick D. Gookin is federally authorized to represent taxpayers before the Internal Revenue Service in matters involving audits, collections, and appeals.
Whether you owe a few thousand dollars or have a substantial outstanding tax liability, our goal is to help you understand your options and pursue an appropriate resolution based on your financial circumstances.
Owing back taxes doesn't necessarily mean you must pay the entire balance immediately. We review your financial circumstances and help determine which IRS collection alternatives may be available.
An Offer in Compromise may allow qualifying taxpayers to settle their federal tax debt for less than the full amount owed. We evaluate eligibility, review financial information, and assist with preparing and submitting an offer when appropriate.
Not every taxpayer qualifies, and acceptance is subject to IRS approval.
If you cannot pay your tax debt in full, an IRS installment agreement may allow you to make monthly payments over time. We help evaluate available payment arrangements and assist with requests to the IRS.
IRS penalties can significantly increase the amount you owe. Depending on your circumstances, you may qualify for first-time penalty abatement or reasonable-cause relief. We review your situation and help prepare appropriate requests.
Have you missed several years of tax filings? We help individuals and businesses organize financial records, prepare overdue tax returns, and address outstanding filing obligations as part of a broader compliance strategy.
IRS collection enforcement can create serious financial hardship. We assist clients in evaluating options to address federal tax liens, bank levies, wage garnishments, and other collection actions, including requests for available collection relief.
If paying your tax debt would prevent you from meeting necessary living expenses, you may qualify for Currently Not Collectible status. We can evaluate your financial situation and assist with requesting temporary collection relief.
Receiving an IRS audit notice can be intimidating. We assist with reviewing the issues under examination, gathering supporting documentation, communicating with the IRS, and representing clients throughout the examination process.
Business tax issues can become complicated quickly. We assist business owners with delinquent tax filings, payroll tax liabilities, IRS notices, and available payment or resolution alternatives.
Representation by an IRS Enrolled Agent
Enrolled Agents are federally licensed tax practitioners who have unlimited practice rights before the IRS, allowing them to represent individuals and businesses on federal tax matters.
Tax Preparation and Resolution Under One Roof
Because tax resolution often requires accurate filings and current tax compliance, our tax preparation and bookkeeping services can help address the underlying issues contributing to a tax problem.
Personalized Attention
We take time to understand your situation, explain your options, and develop a practical strategy based on your individual circumstances.
Local Service You Can Trust
Located in Rocklin, California, we proudly serve individuals and businesses throughout Roseville, Lincoln, Granite Bay, Auburn, and the greater Placer County area.
Step 1 — Review Your Tax Situation
We discuss your IRS notices, outstanding balances, filing history, and immediate concerns.
Step 2 — Evaluate Your Options
We review applicable IRS programs and determine which approaches may be appropriate for your situation.
Step 3 — Develop a Resolution Strategy
We explain recommended next steps, documentation requirements, and anticipated costs before proceeding with authorized representation.
Step 4 — Work Toward Resolution
We assist with IRS communications, submissions, and follow-up while helping you maintain ongoing tax compliance.
Ignoring IRS notices can result in additional penalties, interest, and collection activity. Addressing the issue early may provide more options.
Whether you're dealing with unpaid taxes, unfiled returns, an IRS audit, or collection notices, South Placer Tax & Bookkeeping Services is ready to help you evaluate your next steps.
Call 916-259-1402
Schedule a Confidential Tax Resolution Consultation
South Placer Tax & Bookkeeping Services
Rocklin, California
www.southplacertax.com
Tax resolution outcomes depend on individual circumstances, eligibility requirements, and IRS approval. No specific settlement amount, reduction in tax liability, or outcome is guaranteed.
916-259-1402 Fax: 916-245-4430 ggookin@southplacertax.com
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.
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PRIVACY POLICY
www.southplacertax.com Privacy Policy
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'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.
www.southplacertax.com
3175 Sunset Blvd Suite 102
Rocklin, CA 95677
US
ggookin@southplacertax.com
9162591402
Last Edited on 2018-01-30
