Tri Valley Tax and Financial Services, Inc.
Accounting
4450 Black Ave Suite A
Pleasanton,
CA
94566
(925) 469-1040
Mon: 10:00AM - 8:00PM
Tue - Fri: 10:00AM - 5:00PM
Sat - Sun: By appointment only
About
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).
What does the term Enrolled Agent mean?
"Enrolled" simply means EAs are licensed by the federal government. "Agent" means EAs are authorized to appear in place of the taxpayer at the Internal Revenue Service.
But, it doesn't stop there! Howard and his staff are attending courses throughout the year in order to better meet clients' ongoing financial needs. Continuing professional education keeps everyone abreast of the changing financial climates.
Services
- Accounting Services
- Audits
- Consulting Services
- Elder Care
- Estate and Business Planning
- IRS Representation
- Other
- Payroll
- Quickbooks
- Quickbooks Set Up
- Small Business Accounting
- Tax Planning
- Tax Preparation
- Tax Problems
Languages
- English
Payments
- American Express
- Cash
- Check
- Debit
- Discover
- Mastercard
- Visa
Staff
Howard Hertz
Sheryl Hertz
5 stars CHRYSTEL K Featured review
Excellent service as always! I will always recommend Tri Valley Tax to anyone and everyone :)
5 stars Steel Engineering S Customer since 2011
Howard, Sheryl and their staff are always very responsive and have provided excellent support to us. Their expertise is ... Read More
5 stars Travis & Janet R Customer since 2015
It's always an easy and pleasant experience!
1 stars Anonymous Verified customer
Used Tri Valley Tax Services to prepare my 2016 taxes due to a house sale. Wanted a professional to do the return and h ... Read More
5 stars Anonymous Verified customer
I have been going to Tri Valley Tax for over 17 years. I have received professional help from Howard and his employees t ... Read More
1 stars Jason & Celina B Customer since 2012
We had an appointment in February because we wanted to turn our taxes in early and we did not get anything back until th ... Read More
3 stars Anonymous Verified customer
My experience this year was okay. My taxes were extended, but I have some questions regarding that. Reaching the office ... Read More
5 stars Robert & Denise H Customer since 2012
Fantastic service as usual !!
5 stars Cuong George W Customer since 2008
Tri Valley is the best. They've been doing my taxes for almost two decades now, and I've never looked back. If you hav ... Read More
5 stars Anonymous Verified customer
We have been very happy with Tri Valley Tax for their response, integrity, and accommodations for our needs.
5 stars Charles B Customer since 2016
I’ve been a client of Howard’s for several years now and I’ve always been very happy with the service provided. Howard i ... Read More
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