Address
4450 Black Ave Suite A, Pleasanton, CA 94566

         Phone
(925) 469-1040

         E-mail

         Fax 
925-426-8890

13 reviews
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About Us

Our company offers the very best customer service in the local area. We take great pride in the fact that we treat every customer as if they were our most important customer... because they are!

Services Offered

We specialize in professional personal income tax preparation, small businesses, corporations, fiduciary and gift tax returns. As Enrolled Agents we can represent you before the IRS and state taxing authorities should the need arise. We are open year round for all your tax & financial needs. Call today for a free consultation and see how we can help you organize your finances and keep more of what you earn.


REVIEWS

5.0
13 reviews
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David S.
17 April 2017

I have been using Howard and Sheryl for my tax work, and financial questions for YEARS, and they have never once - not ONCE - been less than available, forthcoming, friendly, and helpful! ?Their ...

expertise, and that of their staff have saved the day for me many many times, and I highly, and WITHOUT RESERVATION recommend them to people requiring tax and financial advice

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Jim Mendoza
19 March 2017

Very Professional, Efficient mine is done electronically all the way so I am satisfied with how all was processed. Howard is very concerned about client privacy and security. I was with my previous ...

tax firm for 50 years when Howard took ...Mor

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Robert Hallock
28 December 2016

With likely changes this year, as in all past years I will be glad Howard & Co will be on the job !! Taxes can be one of those things NOT to worry about when Tri Valley Tax is on the job !

David B.
21 November 2016

Again this past tax season we have had a great experience with Howard and his staff, they continues to provide great accurate tax and financial advice for my family. ?He has helped us build ...

for our retirement and works with us on a plan to deal with the taxes that accompany the growth in our retirement accounts

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Brian L.
20 November 2016

In July 2016 I received a threatening letter from the IRS telling me that I owed a ridiculous amount of month (2-3x what I already paid in taxes). I ignored the letter thinking it was a joke. ...

?The follow-up letter from the IRS in September gave me an October deadline with an added $30k penalty charge. ?I had never used a CPA previously since Turbo Tax had always made taxes so easy. ?Fortunately, Howard was very ready to help, and super motivated to protect the little guy from the IRS. ?After providing him a few documents along with a very reasonable fee, he had a response ready to the IRS to completely ERASE the tax payment and penalty! ?A month later I received a response from the IRS along with a $13 check for the amount that THEY OWED ME! ?The risks are much to great with Turbo Tax, and using a professional like Howard is the way to go. ?Thank you for your help, willingness to meet me on a Sunday to complete the paperwork, and saving my family from a serious financial situation. ?5

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Noah B.
10 November 2016

Howard and his team have helped me with anything that I ask. I don't have to worry about anything, I call and ask they take care of it or have me come in and they take care of it in person right ...

then. Howard knows his stuff just like his staff does. They are ALL very helpful and are willing to do anything needed/requested by you. If you need help with something small call Howard and he will get it done. Very happy to use Tri- Valley Tax

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Anthony P.
31 October 2016

Howard Hertz and his staff are the best in their field they know taxes and tax laws like the back of their hand Dave help me file my taxes they've helped me with my back taxes and getting the ...

IRS ?off my back set me up with a reasonable payment plan to take care of my back taxes I won't be going anywhere else and asking anyone to help me with my taxes and his staff have ?made things so easy for me

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George Williams
2 May 2016

Don't do your own taxes. Just don't. Especially if you have a complicated tax situation such as mine - multiple income sources, varied business expenses, joint filing, etc. I chose Tri-Valley ...

Tax 10 years ago and I have never looked back. Thanks Tri-Valley !

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Travis Anderson
3 April 2016

Howard always goes above and beyond to make sure we are getting the best tax advice and services. We appreciate all of the staff's professionalism, friendliness, and speed of services provided!

Marissa S.
3 April 2016

Was referred to Howard and have gotten nothing more then perfect service. His office staff has been very responsive to my needs and always made sure they clarified any thing before proceeding ...

to make sure that I was able to get the biggest refund that I was eligible to revive. I will definitely be coming back as I got a lot of credits that I didn't know even existed had I done it myself like I have done in the past. Thanks Howard and staff!

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Michael C.
31 March 2016

I have been using Howard for 10 years. The employees are very knowledgeable and friendly. I have never gotten an audit and have gotten all of my taxes done correct and efficient. I am constantly ...

recommending him to everyone that I happen to talk taxes about and have sent him several clients that are very happy as well with their experience with Howard. I will gladly pay to have Howard file my taxes as he knows what he is doing

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Chrystel Kordes
18 June 2015

Best Tax Service preparer in the East Bay. You can always feel secure that your taxes will be done correctly, efficiently and with the highest professionalism. They make you feel like family ...

and you will never be audited

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Rebecca K.
7 March 2013

The folks at Tri-Valley Tax, especially Howard and Sheryl, are the absolute best. ?They are professional, caring, and just wonderful! ?Howard has been doing my taxes since I was four years old ...

and I wouldn't even consider going anywhere else. ?I know that, if I have a question or a problem, Howard and Sheryl will always be there for me. ?They might not get back to me in 10 minutes or even the same day, especially during tax season, but they always make sure to get back to me as soon as they can.

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