May 23, 2017

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

"Tax Software is no substitute for Tax Knowledge!"

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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

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Personal & Indvidual Tax and Financial Services

Whether you are just starting to save for your child's (or your own!) education, saving for retirement, or just need to figure out where your money is going, we have the experience to help you.

But let's face it, no one likes to do taxes, and for the do-it-yourselfer, it can be daunting, confusing, and downright frustrating trying to figure it all out!  We will work with you to make sure your goals are met, everything is done correctly, and you pay as little taxes as possible!

Happy woman surrounded by books and using a laptopLet us take the worry out of:

Tax Preparation

  • Individual Federal Tax Returns
  • State Tax Returns for all 50 States
  • Estate & Gift Tax Returns

Financial Services

  • Tax Planning
  • College Planning
  • Retirement Planning
  • Estate Planning
  • Debt Reduction Planning
  • Quarterly Newsletters


  • IRS Representation
  • State Tax Board Representation
  • Audit Representation
  • Collection Problem Resolution

Turbo Tax - Not All It's Cracked Up To Be!

"When Howard called me to ask why I was not filing taxes with him, I told him I was going to try out Turbo Tax in order to save myself some money. He asked me if he could at least review my Turbo Tax forms before I sent them in. I agreed to come into the office and see what he thought. I had seen so many commercials for Turbo Tax that I figured there was no issue in trying them out. Boy was I wrong. Howard reviewed my Turbo Tax forms and found that he could get me an extra thousand dollars back. I was shocked. Here I was thinking I was going to save some money by trying to take a shortcut and 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 Turbo tax any day.

Thank you Howard!"

Your raving fan,
Gina Z.


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

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