My Tax and Mortgage
CPA Tax Planning, Tax Preparation, Mortgage & Real Estate Services
One trusted team for your taxes, business, real estate and mortgage needs.
My Tax and Mortgage helps individuals, families, business owners, real estate investors and professionals make smarter financial decisions through integrated tax preparation, tax planning, mortgage and real estate services.
With more than 20 years of experience, we combine tax expertise with real-world knowledge of real estate and lending to help clients plan ahead—not simply file last year's tax return.
Your CPA and Tax Advisor for More Than Tax Preparation
Tax planning should be part of your overall financial strategy.
At My Tax and Mortgage, we look beyond the tax return to understand how your income, business, investments, real estate and financing decisions work together.
Our services include:
- Individual tax preparation
- Business tax preparation
- Year-round tax planning
- Small business and S-Corporation tax planning
- Real estate investor tax planning
- Cost segregation and depreciation strategies
- Tax planning for high-income individuals
- Mortgage and refinance services
- Real estate financing
- Business and investment property planning
Our goal is simple: help you make informed financial decisions while identifying legitimate opportunities to minimize your tax burden and protect your wealth. Relationships are the cornerstone of our business at My Tax Mortgage. We genuinely care about our clients and their success, serving medical and healthcare as well as law enforcement professionals nationwide, across all states. Adding value through our services, including tax filing, tax planning, and tax preparation, is what drives us. Our knowledgeable staff is dedicated to finding new and innovative ways to exceed your expectations while helping you achieve your personal and professional goals. Contact us today to learn how we can assist you.
For fast tax filing and tax preparation services nationwide, email us your documents or call us to set up an appointment for tax planning. LPegany@MyTaxMo.com
