South Placer Wealth Management Group

South Placer Tax & Bookkeeping Services is a trusted local firm based in Rocklin, CA, dedicated to minimizing taxes for investors, businesses, and individuals. Their core values of Communication, Professionalism, and Partnership shine through in their full range of business and personal tax services, including Tax Planning and Preparation, Tax Minimization Strategies, and IRS and State Tax Resolution Services.

With a commitment to building strong relationships with clients, South Placer Tax & Bookkeeping Services offers 100% virtual capability, Full Charge Bookkeeping Services, and CFO and Business Consulting Services. Whether clients need assistance with complex financial matters or simply want to understand their finances better, the professional team at South Placer is there to provide personalized attention and guidance.

Clients can expect clear and effective Communication throughout their engagement with South Placer Tax & Bookkeeping Services. From personalized attention to unique financial needs to tools like Financial Calculators and client newsletters, South Placer ensures that clients feel supported and informed every step of the way. With offices in Rocklin and Colfax, CA, the firm actively contributes to the local communities while delivering exceptional tax and accounting services.

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