My Tax and Mortgage

I am so happy that I discovered Lati! I trust his expertise to consistently maximize my refund, and his specialization in healthcare professionals is a perfect match for nurses like me. I have gone to him for several years now, and his professionalism, extensive knowledge, genuine kindness, and efficiency continue to impress me. I highly recommend Lati to all my fellow healthcare professionals!

I am a dental hygienist and a first time client. Lati and his team are great at what they do and he was able to maximize my refund with the great deductions he was able to help me out with that were specifically for medical professionals. Went from owing money last year to receiving a refund for the first time in a long time. They are extremely knowledgeable, and very much specialize in taxes for medical professionals . I highly recommend them to anyone looking for help with their taxes and are in healthcar

Amazing experience! As a first responder and correctional professional - Lati and his team did an amazing job, were punctual, respectful, and provided an amazing experience as well! Furthermore, as a real estate professional with multiple properties, Lati and his team were able to smoothly manage all of my tax needs with ease! 1000% recommend to anyone and everyone I know. I am a customer for life!

If you are looking for an experienced CPA, look no further than. Lati is very professional and detail oriented. I work in medical field and did my own tax for years. But I sold a house last year so a colleague recommended Lati. He is so good and helped me saved thousands. Would definitely recommend to anyone I know.

I am a registered nurse and a first time client. Lati and his team are amazing at what they do and was able to maximize my refund. They are knowledgeable, professional, and specialize in the healthcare profession. I highly recommend them to handle my taxes for many more years to come.

I'm an RN single income family working in Ca State Hospital, this is my 3rd year preparing taxes with Lati. I've been a satisfied customer. Very professional, easy process, trust worthy, and have good expertise in medical professional tax prep.

My Tax and Mortgage have been taking care of my family for years,Making sure that my taxes were always correct and on time.They are Professional and on top of there game when it comes to new tax laws.I have been very pleased with My Tax and Mortgage.I invite you before the Tax deadline to give them a chance do your taxes.I Trust them. " THE BEST IN THE BAY"

I'm a healthcare professional, he's been doing my taxes for the last 6 years, He's doing a great job, very professional. He is always get me my highest refund. Highly recommend!

I 'm a registered Nurse,works at one of the hospitals in napa area. Been with My Tax and mortgage(Lati Pegany) for more than 6 years now. Satisfied client ever since.

As a healthcare worker, Mr. Pegany is very thorough, approachable & highly recommended. A trusted resource for years. Knowledgeable & Professional. Thank you for all you do.

Had an excellent experience with Lati and his staff. He specializes is Law Enforcement and state employees which is great because that's hard to find these days.

I love getting my taxes done now that I found Lati at My Tax and Mortgage. They specialize in preparing taxes for medical professionals. I'm a nurse and had never gotten returns of any consequence until I started going to Lati. He and his staff are very friendly and personable and booking an appointment is very easy. I cannot recommend this company enough!

I am an Rn, and this is my first year with them, they are very knowledgeable about the healthcare industry, and I was able to deduct expenses that I had never discussed ne before with my old accountant. They were very professional and helpful

I have been going to Lati at My Tax and Mortgage to handle my taxes for several years now. He is very knowledgeable and specializes in working with Law Enforcement, like me. I highly recommend him with handling your taxes regardless what job you work in. Not only he does tax prep and advice, he also does mortgage, real estate, and many more.

Highly recommended! Specialists for law enforcement. Great customer service and good people. I work in law enforcement and I'm with them for 14 years and never disappointed.

I have been doing taxes with Lati for years now. He was recommended by my fellow coworker, we are both registered nurses. Over the years he saved me a lot of money, I used to go to HRBlock which was a huge and costly mistake! He really knows how to do taxes especially for nurses in California! He does it fast too , no waiting and he is a delight to do business with! I highly recommend him!!!

I work in the healthcare industry and Lati has been doing my taxes for the past 8 years. I have nothing but positive things to say about his services. Lati is professional, friendly and extremely knowledgeable. I highly recommend!

IMr. Lati and his staff was our tax preparer for almost 4 years now here at My Tax and Mortgage. They specialize in preparing taxes for medical professionals. I'm a nurse and had never gotten returns of any consequence until I started going to Lati. He and his staff are very friendly and personable and booking an appointment is very easy. I can't complain on how they do our taxes. HIGHLY RECOMMENDED!!

There is no other place to go to and have your tax returns prepared by professional and exemplary people than Lati and his staff! We've had our tax returns prepared by them for years and always very thorough and accurate! Their fees are very reasonable as well. Never had any issues and they care a lot about you as their client. They specialize in handling medical professionals and all your tax needs. Highly recommended and will continue to do our business with them in the foreseeable future!

I've been getting my taxes done by Lati for years, and he's consistently provided excellent service. Despite commuting from Santa Clara, I wouldn't go anywhere else. He has great experience doing taxes for healthcare industry clients, so it was an easy decision to get taxes done from him. His expertise and professionalism make tax season stress-free. Highly recommended!

I have been visiting MyTax and Mortgage for many years now and referred even more medical professionals to see Lati! He is EXCELLENT at what he does! He is a pleasure to deal with! Very competent at what he does. I highly recommend MY TAX AND MORTGAGE for all your Tax and Mortgage needs. They are experts especially for medical professionals!

I'm a nurse and it's my first time getting my tax prep with Lati. His son was very helpful and really nice. He was referred to me by my friends and Lati?s been doing their taxes for years. They'll get you tax done fast. And I'm so happy that they opened another office at Walnut Creek and it's closer to our place. Thank you

HIGHLY RECOMMEND!!! I am a nurse and I thoughtfully consider reviews whether shared in person or published online. My husband and I were referred to Lati by a trusted friend and since then we have been going back to Lati yearly for our taxes. Lati and his son Markus are genuine and kind-hearted people who treat you like a family. I think these are very important traits for a tax preparer because the way they attend to you sets a welcoming tone to their clients where you can ask questions openly that pertain

I was referred to Lati and his team 5 years ago by my coworker. A number of my coworkers utilize My Tax and Mortgage due to the company specializing in working with law enforcement personnel. Lati and his team have been great over the years and I continue to refer all of my law enforcement friends and associates to the company for both tax and real estate services. I especially appreciate the ability to conduct business remotely and the accessibility Lati provides for my family and I. Another stress-free ta

MyTax and Mortgage has been helping me with my taxes for the past 10 years and I am so excited that they have a new location in Walnut Creek now. Lati was so helpful with getting me set up with my mortgage for my house in Napa also. Very professional and helpful. I trust Lati and his team. Highly recommend!

We were referred to Lati Pegany with My Tax and Mortgage for our tax needs by my dear friend a few years ago, and making the switch to his office has been the best decision we've made. Having been in the medical field for over 20 years and then transitioning to bio-pharma, I often found that my husband and I didn't receive the best guidance and results from other tax preparers we utilized in the past. Lati understands the medical/pharmaceutical communities and there is no challenge too great or complicate

O. M. G. We were referred to Lati because they specialize in the medical field and I must say it's the best decision I've ever made. I went from doing from my own taxes to going to a professional and I'm so glad I did! He's very professional and knowledgeable! He's awesome - can't recommend him enough!

This is my first time with My Tax and Mortgage and I don't regret it. Lati responds right away to text/email and was very accommodating when I visited his office in Walnut Creek. He explained in detail how to maximize my return which I did not get from my previous CPA. His expertise is in the field of healthcare so I did not have second thoughts when I found his website in google search. It was great working with him!

Lati has been doing my taxes for a few years now and he makes things so easy for me. As a full time nurse manager with Kaiser and the mother of 4 kids, time is of the essence. He has made filing my tax returns effortless. Thank you Lati!!

I work at Chevron, been here for 15 years. Lati at mytaxandmortgage has been doing my taxes longer than that and has always done a great job. I highly recommend him and his company for all your tax and mortgage issues.

I'm very satisfied with Mr. Lati Pegany?s service. He is knowledgeable, attentive to detail, and approachable, and I get good tax returns. He's been preparing my taxes for 3 years. As a single mom, working as a nurse at Kaiser Santa Clara Medical Center, I don't have time to prepare my taxes, and I don't want to take risks in making errors in preparing my taxes. Mr. Lati Pegany specializes in preparing taxes for Medical and Healthcare professionals.

Lati was highly recommended to us by our close family friend from Fairfield when we moved here in NorCal few years ago. Apparently, he tremendously helped our friend and his wife who are also both RNs with their tax issues/matters. I am so glad I didn't hesitate to give his office in Elk Grove a call! We can see and tell he is professional, highly knowledgeable with what he does and is pleasant! My husband and I are happy and satisfied with his service! I have since referred him to several other colleagues

i am beyond grateful to Lati for doing my tax this year. Very kind and down to earth person, he will explain everything that u needed to know with regards to your tax. Im super happy with my refunds this year, thanks to his expertise, again thank you very much and God Bless, btw, i am a Stanford Healthcare Nurse and that nurses from our hospital are going to him for his top notch tax services.

I was refer by a friend to do my tax with My Tax and Mortgage and I'm happy I did. Lati was very professional and knowledgeable. I highly recommend them especially if you work in healthcare.

Outstanding and trust worthy Taxes Services. Have been coming to Lati for years. I work as RN knows write offs for your specific occupations. Super Friendly

Been a customer with MyTax and Mortgage for years now. Lati is so good I don't mind the drive to Elk Grove every year. Happy for the Walnut Creek branch... much closer to home. Highly recommended!

Lati- owner is very responsive, professional and extremely knowledgeable about taxes. Easy to communicate and friendly. Looking forward for many many more years of partnership. Thank you.

Wonderful experience very thoughtful and very knowledgeable of different tax situations I would definitely recommend Lati to anyone in need of tax services

Highly recommended!! I'm a nurse and thankful to my coworker who recommended Lati to us. Knowledgeable, approachable and friendly.. He knows what he's doing! Saves us a lot.. So thankful to him!!

Lati is great!!!! We've been going thru with him for years and has always been awesome. He makes the experience seem less super easy to communicate with, he's done such a great job that I have referred so many of my colleagues to him. Thank you Lati!!!!!

Great experience at this office , I'm in law enforcement and they are knowledgeable in law enforcement. I am very pleased with the work they do for me.

My name is Bernadeth and I am a nurse at CMF and Lati has done a fantastic job on my taxes. They specialize in medical and healthcare professionals. Highly recommend!

Lati specializes in law enforcement and he is amazing! he is professional and personable. He goes above and beyond for his clients! I highly recommend him!

Before going to Lati, I always owed back come tax season and no one ever could explain it to me. Lati makes the process stress-free and is always looking out for your best interest! While the filing fee may deter you, Lati is always willing to consult with you beforehand.

Lati and Roxy are great. They are very professional and very kind. I 100% recommend them to do your taxes, especially if you work in healthcare.

It's the personal touch for me. He always goes above and beyond for his clients. I am also glad that he is more accessible to us since his Walnut Creek branch opened. His knowledge and expertise in his field of business has been a huge factor to his success. Thank you Lati!

Couldn't be happier! Lati has been my tax person for 2 years now. He has a new location Walnut Creek so convenient.

I am an RN. Lati knows exactly what I need to file for my taxes since most of his clients are nurses or in medical fields. Very helpful and outstanding!!!

I have been doing my tax with Lati for 10+ years. He is very knowledgeable and always helpful. Highly recommended.

I'm in corrections and they specialize in law enforcement. They're excellent. Highly recommend!

I highly recommend service from my tax and mortgage because Mr. Pegany is reliable, honest and welcoming. He took time to answer my questions. I left his office stress free.

Amazing experience for the second year in a row. Thank you for handling our taxes so well.

I'm very pleased with my services. I work in law enforcement and would recommend fellow law enforcement to seek their services. They're professional, knowledgeable and pleasant to work with!

Pegany is the best and has help me with my small business.

I had great experience with MyTax and Mortgage. I highly recommended My Tax and Mortgage for medical professionals.

Has done my wife's and I taxes for 4yrs. Quick, professional, and does an excellent job! Highly recommend him!

My Tax and Mortgage are knowledgeable and personable tax specialists for creative and medical professionals. Give them a call.

I am a nurse in Oakland and specialize in medical professionals

Very knowledgeable in finances. Easy going and friendly. Process was very streamline, would definitely recommend, especially those in healthcare.

Me and my husband changed our tax preparer this year, mytax&mortgage did not disappoint. Highly recommended!??

Lati makes the process easy and efficient.

Knowledgeable for medical professionals!