My Tax & Mortgage

We initially came to visit Lati from a referral and was impressed. He was very thorough during the visit, which didn?t take long. It was very seamless and pleasant working with him. He was very professional and knowledgeable with lots of years of experience. He was even able to spare a few minutes at the end to discuss personal life stuff and has plenty to offer from other services in which we will eventually use. We couldn?t be more happy to have found someone like him to take care of our tax needs. I woul

I am an RN and Lati was my tax preparer, very knowledgeable and honest. I filed my tax the last minute last year but he still accommodated me ,didn?t file for extension.So far very satisfied with my tax refund . I referred a lot of my friend to him and they are all happy with their tax refund. Highly recommended.

I?m a retired from a medical field . I?ve been coming to see Lati for 3 years, and I couldn?t be more satisfied with his expertise and professionalism. He helped me maximize my tax deduction. His attention to detail helped saved me both time and money. I highly recommend Lati to anyone looking for reliable and knowledgeable tax services.

Lati at My Tax and Mortgage is great. I?m a medical professional and he is thorough with everything we submit. Been working with him the past few years and he drop off service is reliable. Makes it easy for us working parents. Thanks Lati!

I am a law enforcement employee and have used Lati as my tax preparer for three years now. He is very knowledgeable and knows how to advise on tax planning strategies. I commend his great customer service and friendly attitude. I will highly recommend Lati to those wishing to have a good resolution.

My husband and I have been filing our tax returns with Lati since we moved here in California in 2021. He was highly recommended to us by our fellow RN friends. We are happy and contended with the service provided. Lati is obviously very experienced and knowledgeable in what he does. To pay it forward, we have recommended him to our colleagues who were also satisfied in how Lati handles stuff. Thank you Lati!

I am a health care worker. I have been getting my taxes done by Lati for a couple of years now. He is very professional, honest and knowledgeable. I highly recommend his tax services.

I am a correctional officer, Lati and his son have been preparing my taxes for years now. They are extremely knowledgeable with law enforcement deductions, extremely professional and friendly. Highly recommend!

I had a great experience doing my taxes with Lati. He is professional and knowledgeable in law enforcement. I highly recommend him. I will definitely be coming back.

We just had our taxes with Lati and it was an exceptional experience. They were great at handling Medical service and law enforcement background. We are very happy with Lati and are relieved to have taken the referral. We look forward to working with Lati for many years to come!

Lati is an excellent CPA. I have used his services for last several years. Lati is very knowledgable,professional and organized. He listens to all my concerns and communicates well. I am a nurse and since Lati specializes in preparing taxes for medical professionals I have the peace of mind my taxes are filed accurately making sure I get the best return

As an RN, I was looking for someone who truly understands the unique financial needs of healthcare professionals. Lati was a game-changer when it came to handling my taxes. His expertise and attention to detail made the process smooth and stress-free. I highly recommend him to any nurse or healthcare worker looking for top-notch tax assistance!

I am a Correctional Officer and I have been utilizing My Tax & Mortgage for my Tax needs since 2019. They specialize in Correctional Professionals. Lati and his team always take great care of me and I believe they are a great source for all correctional professionals in the state of California. They are prompt, easy to work with and provide a great service to those of us who choose to put our lives on the line for our community. I will be using My Tax & Mortgage for many years to come.

We work in the medical field (RN) and recently had the pleasure of working with Mr. LATI PEGANY and his team (MY TAX AND MORTGAGE) and we can not recommend them highly enough! From our very 1st meeting, it was clear we were in capable hands. They took the time to thoroughly understand our financial situation and answered all our questions with patience and clarity. What impressed us most was Lati and his team attention to detail and commitment to maximizing our deductions while ensuring compliance with

I?ve been here for a few years now, and I can?t recommend Lati enough! He?s incredibly knowledgeable and specializes in healthcare, particularly for nurses, while also providing valuable insights into other income streams. Lati?s expertise and dedication have made a significant impact on my financial journey. Highly recommend!

I work as a Nurse at Kaiser Sacramento. I just worked with my new tax professional preparer. They specializes in working with medical professionals. I am now an overjoyed client. I gave them 5 stars. If I have the option of giving them 10 stars review, I would do that too. Than k you My Tax and mortgage! I am overwhelm by your professionalism and your service. I am guaranteed to c9me back in the future.

Definitely hard to find someone who knows how to work woth Healthcare professionals and our unique financial situations. For the first time ever, I was able to relax and trust someone with my taxes. Highly recommend!

I was very satisfied with the service in preparing my taxes. Their team is very knowledgeable, especially about specialties such as law enforcement taxes. They are very accommodating and efficient in every way. I must say the professionalism was outstanding. I will certainly recommend them to my friends and know that I will return next year. Return customer for the 2024 Tax year; still very happy at the outstanding job.

Update 2025: It?s that time of the year again! Went back to Lati for my family?s tax. Lati specializes in doing taxes for medical professionals like me. As a nurse I get peace of mind that my tax is taken care of. Thank you again, Lati and Markus! It?s my 2nd year (2024) going to Lati and it?s still a very nice experience doing business with him. My whole family now goes to him for our tax needs. I?m looking forward to seeing him and Markus again next year!

I have been doing my taxes here for a while and Lati is the best! He is one of the few that is honest and reliable. He has taken care of us and gives us the best advice for the following year. He specializes Law Enforcement a& medical. He truly takes care of us. I highly recommend him and his services !!

I had a fantastic experience with Pegany who prepared my taxes this year. His professionalism and expertise were evident throughout the process. He was incredibly thorough, accurate, transparent and attentive to detail. He communicated effectively, explaining everything clearly and answering all my questions. My taxes were completed promptly, and I was extremely satisfied with the service provided. I highly recommend My Tax and Mortgage to anyone looking for a reliable and knowledgeable tax professional. B

Work in a nursing field, I was desperate to find someone to do my taxes and Lati was highly recommended by my coworker. I can say he is very experienced, quick, knowledgeable and very responsive. You got a customer for Life! HIGHLY RECOMMEND his service to anyone!

Good professional people with awesome & quick service. I have been coming to them for years. Would definitely recommend. Oh, and they are law enforcement friendly too.

Very professional tax service . Being Law Enforcement they specialize in deductions making the whole process very easy . Will be definitely coming back . Thank you!

I am a nurse and Latti never fails to help me with our taxes. He specializes in medical professionals' taxes. It's my third year coming back to him. He is very helpful and knowledgeable. Always impressed with his work. I strongly recommend him.

I have been going here for over 5 years now . I am never disappointed. He specialized in correctional officer . You will have an amazing experience.

Been going to Lati for close to 10 years. I couldn?t recommend him enough. He goes above and beyond, and is a true expert at what he does. He?s thorough in everything he does, and is very knowledgeable in the law enforcement field as far as deductions. I have recommended him to friends who work in many different career fields as well, and I have always received amazing feedback from them. He has a true grasp and understanding in tax preparation, I wouldn?t go to anyone else, and neither should you!

Lati was very accommodating and knowledgeable on what he do It was also easy to get an appointment.

I?ve been coming to Lati for about 4-5 years & I am a nurse at dignity. He is very good at what he does & very knowledgable. I recommend him & his tax professionals for all of your tax, mortgage & real estate services.

I have been getting my taxes done by Lati for a few years now. I HIGHLY recommend, especially if you are an educator. Lati is an experienced CPA and is very knowledgeable. He specializes in education professionals and knows all of the deductions to get you the maximum refund. I have, and will continue to refer friends and family to Lati.

Lati, is very knowledgeable & professional in handling all my tax and real estate needs/concerns.

I am a correctional officer and it was my first time filing my taxes with Lati. Had a great experience and was an easy and quick process! His son, Marcus, was also very helpful! Will definitely be returning next year!

Been going to Lati for years he is amazing!!! I work in law enforcement and it?s great finding someone that specializes with in my field. I feel at home whenever I go I feel more like a friend than a client. I also have done a few home loans and refinances with Lati he always gives me great advice and service I always recommend him to everyone.

Lati & son Markus were very accomodating & made us calm during the tax filing. Knowledgeable & very professional. even its our first time here, we're comfortable.. definitely will be coming back. thanks for doing an awesome job. We will bring more people here..

I work in law enforcement and Lati has been doing our taxes for 3 years now. He is very knowledgeable and professional and knows his job very well. I highly recommend him for taxes.

I am an RN and this is the 2nd year I have availed of their tax services. They are fast and reliable. I highly recommend them.

Amazing Tax Professional. Lati has been taking care of my taxes for 6 years. He has always been very responsive to my questions and always get quick replies to my questions and appointment dates. Very reliable. Recommend to everyone!!

We have been going to Lati for about 17 years and he never disappoints. He is experienced in various employement settings and knows how to maximize returns based on your profession. I have referred him to many friends and family over years simply because he is the best at what he does.

Lati is great and fast with my taxes. Very knowledgeable and experienced with doing taxes for healthcare professionals. He also helped answer the many questions I had. Highly recommend Lati and his son.

Lati has been doing our taxes for the past several years and he has great knowledge and expertise in this field. I highly recommend him for all your tax needs.

I'm an RN. Lati is my go to tax prep every year and has been preparing my tax for the last 3 year. Highly recommended. he's been helpful, knowledgeable and giving advices. A++++

Humble, quick taxes done, same day. Helps healthcare workers get out of a rut. Thank you fast n effective..

If you need someone to help you navigate your tax filing needs I highly recommend Lati?s professional assistance. I am an RN and I needed a reliable CPA who can answer my query, efficient and with a vast experience.

We are small business owners. Latti bhaji our family member and Tax Advisor past 5 years. Latti bhaji and his son guide us and file our taxes and all accounting needs. I will definitely recommend everyone please ?? book appointment for your tax and accounting needs.

Was recommended from a friend, and I will not be going to anyone else. He has always got me the max refund, very smart at what he does. As an independent contractor my taxes get very confusing, but he asks questions, and gets a clear understanding. I feel very comfortable with him, and would recommend him to anyone! 5/5 stars!!!!

Lati provided great tax service! I work for SMUD as a Telecom Tech and he provided the best Tax service for my personal situation with great detail. I highly recommend Lati for your tax professional.

I am a firefighter that was looking for some tax help in Elk Grove. Was a huge help answered all my questions and blows turbo tax out of the water!!!

2nd year visiting and always impressive with the service. As many know, tax season can be a hassle but my tax & mortgage makes the process real smooth. With my occupation as a reliability engineer coordinator, this service helps all engineers. Look forward to next year!

Great service. Laty specializes in healthcare employees, especially nurses. Very professional.

Lati and Markus are the best at what they do! I am a healthcare recruiter and they got me the best tax returns possible! I asked around everywhere and they did the best at a very fair price!

Lati filing my tax return every year I m fully with My tax and mortgage. He is very nice with customer friendly service.

Lati and his son Markus are awesome. My Son has been going here. Now we have been going here. They are very knowledgeable with taxes. So happy with them. Here to stay ??

Been employed with CHP for 26 yrs and I couldn?t be happier with the tax service and convenience Lati provides. I highly recommend him, especially if you?re employed in law enforcement.

This is my first time with Lati for my taxes. He provides excellent service and is very quick. I would highly recommend his services

Best tax experience and results I've ever gotten. This guy knows how to get you your true max return. I've never had results this good before from any other tax services. Best one to date.

Great guy even better vibes?. Lati and his son save me so much money . I?m an engineer for an electric company I thought I could do it all and I really needed his help. thank you and blessings!!!!

Mr. Mopinder provides an excellent and professional service in his tax firm. Would highly reccomend if a family member specializes in the healthcare industry.

Very knowledgeable and professional gentleman. Highly recommend him and his associates for all your tax needs. Saved me over $7000 in taxes, the cost was well worth it.

i?ve been going to Lati for years and he always does an awesome job very grateful for his expertise

Quick and efficient service. Very friendly. Specializes in Corrections.

Awesome working with My Tax & Mortgage. All our questions were answered and prompt response to all our inquiries. Highly recommended.

IF YOU WANT TAXES RIGHT, HONEST & COMPLETELY, CALL THESE FOLK!!

Very nice person to do business with Very professional good attitude well spoken didn't even feel like I just meet him seems like I know him for years I will refer him to everyone Very friendly thanks for helping me n my wife with our tax keep up the good job ??

I went to do my tax with Lati very nice and professional person very helpful friendly I?m as a nurse reference Lati to do the tax for me n all my family?s n to all off my friends

Had a great experience doing my tax here, they specialize in law enforcement. Highly recommend.

Great experience for any law enforcement officer

My name is Chad Latti has been doing my taxes for 10 years and I?m a small business owner and specializes in small business.

Had our tax prrepared here and everything was clearly explained to us. The staff were wonderful and Professional.

Im a Registered Nurse,they also specialize Medical and Healthcare Professionals. Highly recommended!

Provided excellent service! We will definitely be utilizing their services in the future

Great service, very knowledgeable, even for peace officers

Always get a great return! Friendly! Dependable! Would recommend to everyone!

Good service with direct deposit. What more could you ask for.

very helpful, and accommodating