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My Tax and Mortgage

We take the block out of your refund

Tax preparation service in Newark, CA (show on map)
Google 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.

Call (916) 548-0743
Navigate to Visit website
My Tax and Mortgage website

About

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 Filing Tax Planning Tax Preparation Year-Round Service

Mortgage Services

Mortgage and real estate services including refinancing and financing dream home purchases with multiple lender options.

Low Down Payment Programs High Credit Score Bonus Programs Credit Score Improvement Help Refinancing Multiple Lender Options

Real Estate Services

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 Search Credit Worthiness Review Income Qualifications Assessment

Credentials & Certifications

CPA License NO. 81586
DRE NO. 01467113
NMLS NO. 351593

Reviews

Google
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).

Contact My Tax and Mortgage

My Tax and Mortgage
Website
mytaxmo.com
Category
Tax preparation service
Wheelchair Accessible
Call (916) 548-0743

Opening Hours

Monday
09:30–17:30
Tuesday
09:30–17:30
Wednesday
09:30–17:30
Thursday
09:30–17:30
Friday
09:30–17:30

Location

Location of My Tax and Mortgage, 39899 Balentine Dr #200, Newark, CA 94560 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with My Tax and Mortgage?

Reach out today to schedule a consultation.

(916) 548-0743

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