May 23, 2017

Call for an Appointment Today: (925) 469-1040

"Tax Software is no substitute for Tax Knowledge!"

| Login
Contact Information

4450 Black Ave., Suite A (map)
Pleasanton, CA 94566
Phone: (925) 469-1040
Fax: (925) 426-8890

Contact Us By E-mail

Tri-Valley Tax & Financial Services, Inc., Taxes - Consultants & Representatives, Pleasanton, CA

Tri-Valley Tax on FacebookTri-Valley Tax on TwitterTri-Valley Tax on LinkedIn

Image of money falling out of wallet into IRS hands

TurboTax - Not All It's Cracked Up To Be

"I was going to try out TurboTax to save myself some money. Howard reviewed my TurboTax forms and found that he could get me an extra $1000 back. I was shocked. I was going to save some money by trying to do my taxes myself and lo and behold, I was only shorting myself. I highly recommend using Howard Hertz for your taxes. He is very thorough and definitely beats out TurboTax any day. Thank you Howard!"

Your raving fan,
Gina Z.


Tri-Valley Tax and Financial Services, Inc.

Poor man with his pockets turned outIf you feel that the IRS is taking you to the cleaners, we are experts at making sure that you only pay what you have to pay!

No One Likes Taxes!

Whether you want to adjust your payroll withholdings or if you are one or more years behind on filing tax returns, we can help you with your situation.

Throughout the year, we can advise, represent and prepare tax returns for:

  • Individuals
  • Partnerships
  • Corporations
  • Estates
  • Trusts
  • Any entities with tax-reporting requirements

Appointments are being scheduled now for year 2016 tax returns, and can be scheduled evenings or weekends for your convenience. Tax planning for 2016 ends December 31!

Current Clients

If you are a current client with Tri-Valley Tax and Financial Services, Inc., you can use our external portal by going to


Call (925) 469-1040 today to get scheduled right away, before the tax season rush is upon us!

Serving Pleasanton, Dublin, Livermore, San Ramon, and the Tri-Valley Area

Terms Of Use | Privacy Statement
©2017 Copyright Tri-Valley Tax & Financial Services, Inc., All Rights Reserved