Tax preparation service in Newark, CA (show on map)
5.0
★★★★★
18 reviews
My Tax and Mortgage has been in business for over 20 years, servicing the needs of Northern/Southern California tax and mortgage clients. They specialize in tax preparation for Law Enforcement, Medical and Healthcare Professionals, Nursing, Small Business and Corporations nationwide.
My Tax and Mortgage has been in business for over 20 years, servicing the needs of Northern/Southern California tax and mortgage clients. They specialize in tax preparation areas including Law Enforcement, Medical and Healthcare Professionals, Nursing, Small Business and Corporations.
In addition to tax services, they provide mortgage and real estate services including low down payment purchase loans, refinancing, and assistance finding dream homes.
Over 20 years of experience
CPA licensed (CPA License NO. 81586)
Nationwide tax services
Specialized in Medical/Healthcare and Law Enforcement
Year-round service
Low down payment mortgage programs
Multiple lender relationships
Services
Tax Preparation
Tax filing, tax planning, and tax preparation services available in all states nationwide, with year-round service as client financial and tax circumstances may change at any time.
Tax FilingTax PlanningTax PreparationYear-Round Service
Mortgage Services
Mortgage and real estate services including refinancing and financing dream home purchases with multiple lender options.
Assistance in finding clients' dream homes with support through every step of the process including credit worthiness review, income qualifications, and home search.
Dream Home SearchCredit Worthiness ReviewIncome Qualifications Assessment
Credentials & Certifications
CPA License NO. 81586
DRE NO. 01467113
NMLS NO. 351593
Reviews
Rating
5
★★★★★
Reviews
18
"Excellent work completing taxes, very helpful and friendly."
Frequently Asked Questions
How long has My Tax and Mortgage been in business? +
Over 20 years servicing the needs of Northern/Southern California tax and mortgage clients.
What specialized tax preparation areas does My Tax and Mortgage serve? +
Law Enforcement, Medical and Healthcare Professionals, Nursing, Small Business and Corporations.
What states does My Tax and Mortgage serve? +
Nationwide, with physical locations in California (Elk Grove, Walnut Creek, Irvine, Pleasanton, Palo Alto, Newark, San Rafael, Roseville), Texas (Austin, Frisco), Arizona (Scottsdale), and Nevada (Las Vegas).