We have over 15 years of experience in tax, mortgage, and real estate. We utilize our experience and passion to empower our clients and make their dreams a reality. Our knowledgeable staff is dedicated to identifying new and innovative ways to exceed your expectations and helping you achieve your personal and professional goals.
Services
My Tax and Mortgage has been in business for over 15 years, servicing the needs of the Northern California tax and mortgage clients.
We specialize in several tax preparation areas such as: Law Enforcement, Medical Professionals, Nursing, Small Business and Corporations.
In addition to tax services, we also provide mortgage and real estate services to our clients.
We specialize in low down payment purchase loans, refinancing, as well as providing you assistance in finding your dream home.
Our ramp up process is designed to empower your team and outfit them with the tools they need to succeed.
We specialize in several tax preparation areas such as: Law Enforcement, Medical Professionals, Nursing, Small Business and Corporations.
In addition to tax services, we also provide mortgage and real estate services to our clients.
We specialize in low down payment purchase loans, refinancing, as well as providing you assistance in finding your dream home.
Our ramp up process is designed to empower your team and outfit them with the tools they need to succeed.
We offer tax preparation and financial advisory services to clients year-round.
We offer year round service as client financial and tax circumstances may change at anytime.
We provide the necessary advice for tax and financial planning, so our clients can rest assured someone is always available to help them outside of tax season.
Many of our tax clients become our mortgage clients as we assist them in refinancing their existing mortgages to better rates and terms or by financing their dream home purchase.
We offer year round service as client financial and tax circumstances may change at anytime.
We provide the necessary advice for tax and financial planning, so our clients can rest assured someone is always available to help them outside of tax season.
Many of our tax clients become our mortgage clients as we assist them in refinancing their existing mortgages to better rates and terms or by financing their dream home purchase.
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