About Us
Experience You Can Count On
Tax Planning for the People We Serve
Business Owners
Business owners face decisions every year that can significantly affect their taxes and cash flow. We help business owners evaluate entity structure, compensation, deductions, retirement strategies and other tax-planning opportunities.
Real Estate Investors
Real estate can create significant tax opportunities—but also significant tax consequences. We help investors understand depreciation, cost segregation, rental-property deductions, capital gains, 1031 exchanges and other real-estate tax considerations.
Healthcare Professionals
Doctors, nurses and other healthcare professionals often have complex income, investment and retirement-planning considerations. We provide tax preparation and year-round planning designed around their financial circumstances.
Law Enforcement Professionals
We understand that law enforcement professionals can have unique compensation, retirement, business and deduction considerations. Our team provides tax preparation and planning designed to address those issues.
Individuals & Families
My Tax and Mortgage has been in business for over 20 years, servicing the needs of the Northern/ Southern California tax and mortgage clients. We strive to provide outstanding tax service to each of our tax clients NATIONWIDE.
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Our ramp up process is designed to empower your team and outfit them with the tools they need to succeed. Talk to us today about how we can support your growth, limit your turnover, and put you on a solid track to success and profit.