My Tax and Mortgage

Tess Basa

Oct 20, 2024on

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.

Philip Jackson

May 7, 2024on

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

Bernadeth Maramba

May 7, 2024on

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!

Sharon

Apr 16, 2024on

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!

J W

Apr 7, 2024on

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 tax season in the books!

Amandeep Sandhu

Apr 7, 2024on

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.

Shemayne Russell

Apr 7, 2024on

O. M. G. We were referred to Lati because they specialize in the medical field and I must say its the best decision Ive ever made. I went from doing from my own taxes to going to a professional and Im so glad I did! Hes very professional and knowledgeable! Hes awesome - cant recommend him enough!

Thomas Russell

Apr 7, 2024on

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!

Fritz Gerald

Apr 7, 2024on

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!

Glitzy Cheezy

Apr 7, 2024on

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.

Jiza Jularbal

Apr 7, 2024on

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 dont have time to prepare my taxes, and I dont want to take risks in making errors in preparing my taxes. Mr. Lati Pegany specializes in preparing taxes for Medical and Healthcare professionals.

Oliver Lamata

Apr 7, 2024on

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.