Services
advisory and tax
advisory and tax
advisory and tax
Serving Clients Locally and Nationwide
My Tax and Mortgage serves clients throughout California and beyond, including clients in:
Walnut Creek | Pleasanton | Danville | San Ramon | Lafayette | Concord | Elk Grove | San Rafael | Irvine | Roseville| Scottsdale, AZ| Las Vegas, NV| Austin, Frisco, TX
Our team can work with clients locally and remotely, depending on their needs.
Looking for a CPA in Walnut Creek?
Looking for a tax advisor for your real estate investments?
Need help coordinating tax planning and mortgage financing?
Mortgage
advisory and tax
advisory and tax
Tax + Mortgage + Real Estate
One Relationship. Multiple Financial Decisions.
Buying real estate, refinancing a mortgage, investing in rental property or starting a business can have significant tax consequences.
That's where our integrated approach can make a difference.
Instead of looking at your tax return, mortgage and real estate decisions separately, we help you understand how they can affect one another.
Thinking about buying an investment property?
Let's discuss the potential tax and financing considerations before you purchase.
Thinking about refinancing?
Let's review how your income, business structure and tax returns may affect the financing process.
Selling an investment property?
Let's discuss potential tax consequences and planning opportunities before the transaction.
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 are contracted with several lenders to meet the varying needs of our mortgage clients. We offer low-down payment programs, high credit score bonus programs as well as help improve low credit scores.
real estate
advisory and tax
real estate
Why My Tax and Mortgage?
20+ Years of Experience
Our experience allows us to look beyond basic tax preparation and focus on your broader financial picture.
Tax & Real Estate Expertise
Tax decisions and real estate decisions frequently overlap. Our combined expertise allows us to address both sides.
Mortgage Knowledge
We understand how tax returns and financial statements can interact with the mortgage process.
Year-Round Planning
We don't believe tax planning should happen only during tax season.
Personalized Service
Your financial circumstances are unique. We take the time to understand your goals and develop strategies around your situation.
Unlocking Your Business Potential
