South Placer Tax & Bookkeeping Services
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Publishes prices
- Local or remote?
- Local + remote
- Software?
- QuickBooks Online
Who they say they serve: construction, healthcare, transportation, manufacturing, hospitality (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 1 of 5 core services; publishes prices.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | South Placer Tax & Bookkeeping Services | home page | |
| Website | https://southplacertax.com/ | home page | |
| Office locality | Rocklin, CA | home page | |
| Service area | United States (stated by the firm) | /our-services | |
| Phone | +19162591402 | home page | |
| Offers bookkeeping | Documented: South Placer Tax & Bookkeeping Services : South Placer Tax & Bookkeeping Services Skip page header section and... | home page | |
| Payroll coordination | Documented: ...on complexity Bookkeeping clean up 1 year minimum cost starts at $2400.00 per year Payroll Services start at minium of $150.00 per month Tax Planning Consultation minimum of... | /pricing-menu | 4 pts (max 4) |
| Industries served (documented) | construction, healthcare, transportation, manufacturing, hospitality, technology, real estate, ecommerce, retail, professional services | /about/industries | 5 pts (max 5) |
| Software supported | QuickBooks Online | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| Pricing approach published | Publishes prices: "$300.00 per month" | /pricing-menu | 6 pts (max 6) |
| Named contact / team | David Ghiorso, CPA | /about-us | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Month-end close + reporting (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'South Placer Tax & Bookkeeping Services' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 21 of 23 evidenced items come from South Placer Tax & Bookkeeping Services's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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