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Tri-Valley Tax & Financial Service

Address
4450 Black Ave Pleasanton CA 94566
Phone
(925) 469-1040
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Average Rating
4
Total Reviews
(74)
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  5. 5 Stars
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Business Hours

Status: Closed

Sunday
Closed
Monday
10:00am-4:00pm
Tuesday
10:00am-4:00pm
Wednesday
10:00am-4:00pm
Thursday
10:00am-4:00pm
Friday
10:00am-4:00pm
Saturday
Closed

Payment Methods

  • Visa
  • MasterCard
  • American Express

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What the community has to say about Tri-Valley Tax & Financial Service

Information about this business (8)

No description available for this business.

Tri-Valley Tax & Financial Services Inc provides individual tax preparation with the personalization that software packages can't.

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

* 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...

Reviews of this business (76) view all

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Overall review sentiment

Score
66%

Top 3 sentiment words

customer
Count
1
Score
100%
howard
Count
1
Score
100%
laura
Count
1
Score
100%

Overall review sentiment

Score
66%

Rating distribution

5 stars
52
4 stars
8
3 stars
1
2 stars
4
1 star
9
No rating
3
See more reputation details

Editorial reviews from the web (1)

Editorial Review by Citysearch Editors

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

Other reviews from the web (76) view all

Average Rating
100

Personal and thoughtful

Average Rating
100

Excellent first-time experience. All very professional staff members. Although at the end I paid high taxes it was surely no reflection of Howard's lack of efforts to get my taxes done with the uppermost efficiency.

Average Rating
100

Howard was very helpful with my return plus other questions.

Average Rating
80

Very efficient and knowledgeable with a large supportive staff. I did specifically request to be told the percentage used in determine deductions for my rental but have not received that information.

Average Rating
100

I needed to form a corporation an I needed to do it fast! Howard handled it efficiently and professionally and turned it around is less than a week. Now my business is off the ground!

Business description (7) view all

Tri-valley Tax & Financial Services Inc was founded in 1995, and is located at 4450 Black Ave Ste A in Pleasanton. It employs 4 employees and is generating approximately $330,000.00 in annual revenue. Additional information is available at www.mytrivalleytax.com or by contacting Howard Hertz at (925) 469-1040.

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...

At Tri Valley Tax and Financial Services INC, we believe that personalized service is the key to our relationship with clients. Contact us for a reliable Pleasanton, CA Tax-Preparer.

This company offers tax preparation, representation, payroll, bookkeeping and investment.

We are a year round tax office. We handle all years and all states. We can handle you Federal and state tax audit (exam) and collection issues.

Tips about this business (1)

Know Before You Go

Appointments fill-up fast, so in making plans to prepare taxes with Tri-Valley it is best to call ahead.

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