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Tri-Valley Tax & Financial Service

A local tax specialist group offering family and business financial services, including bookeeping and preparation.

4450 Black Ave
Pleasanton, CA 94566

Phone:
(925) 965-0833


Markets: Oakland, CA Metro
    • Tax Preparation
    • Financial Services
    • Representation

    Howard Hertz started his own tax practice in 1988 in San Leandro. In 1995 he moved and incorporated his practice. A graduate of California State University at Hayward, he always knew he wanted to help people from being taken advantage of by the complex tax system. He passed the Enrolled Agent examinations in 1992. Unlike attorneys or CPAs, Enrolled Agents specialize only in taxation. An Enrolled Agent is the only representative for taxpayers who receives that right from the U.S. government (CPAs and attorneys are licensed by the states).

    Tips
    • Know Before You Go
      Appointments fill-up fast, so in making plans to prepare taxes with Tri-Valley it is best to call ahead.
  • Customer Reviews

    BEST TAX SERVICE
    Reviewed by md20
    4/17/2012

    Howard and the whole team at Tri-valley tax and financial service are completely professional, accurate, friendly, and helpful. I have used H&R Block and Turbo Tax in the past, but when the IRS sent me additional forms that both of…


    Excellent!
    Reviewed by Phillip Perdue
    9/19/2011

    Howard and Sheryl have been very helpful. Their knowledge and communication is excellent and they have been very effective in helping us with our taxes. They responded promptly to our calls.


    BEWARE
    Reviewed by chicken chick
    4/15/2011

    I met Howard at a business fuction. I was a new business owner and decided to give him a try. I used him/them for 4 years and boy was I sorry! He "offered" assistance but was never available. He insisted on filing a tax extension every…


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