My Tax and Mortgage

My Tax and Mortgage is a CPA and tax advisory firm that combines tax preparation and planning with mortgage and real estate services. The firm works with individuals, families, business owners, real estate investors, and healthcare and law enforcement professionals, focusing on planning ahead rather than simply filing the prior year's return. Services include S-Corporation planning, cost segregation and depreciation strategies, and refinancing help.

Clients can work with the team locally or remotely, and the firm lists Elk Grove among its locations. Fast tax filing is handled by emailing documents, and appointments for tax planning are set by phone. The firm says it works with several lenders and offers low-down-payment and credit-improvement programs for mortgage clients.