About Us
Experience You Can Count On
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 specialize in several tax preparation areas such as: Law Enforcement, Medical Professionals, Nursing, Small Business and Corporations. We strive to provide outstanding tax service to each of our tax clients
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.
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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.
Announcement
Now serving the Bay Area with locations in
Walnut Creek and Palo Alto!