FAQs
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For tax preparation we do a by the forms used in the return.
Tri-Valley Tax & Financial Services, Inc.
About
Tri-Valley Tax and Financial Services, Inc. has been serving our clients since 1995. The owner Howard Hertz EA has be preparing taxes since 1984. We believe in education as tax laws change daily. On average our tax professionals attend over 70 hours of in classroom eduction each year.
We enjoy working with client to provide the lowest legal tax liability each year. We also work hard to keep you off the IRS mailing list. When you do get that "love letter" we enjoy beating the Government.
Overview
Hired 5 times
Background checked
6 employees
31 years in business
Business hours
SunClosedMon10:00 am - 5:00 pm
Payment methods
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Services offered
Industry
Sales & marketing
Healthcare
Technology / IT
Manufacturing
Business size
Small (fewer than 10 employees)
Medium (10-50 employees)
Large (more than 50 employees)
Business stage
Startup (less than 2 years)
Mid-stage (2-5 years)
Established (5 years and more)
Projects and media
Projects and media
Reviews
Customers rated this pro highly for work quality, professionalism, and responsiveness.
4.8
4 reviews
5
75%
4
25%
3
0%
2
0%
1
0%
Your trust means everything to us. Learn about our review guidelines.
Terri B.
Dec 13, 2017
My experience was UNBELIEVABLE! I was contacted immediately, which was even after hours for the owner. He listened patiently to my scenario, which had been going on for several years with the IRS. He booked me an appointment first thing the next morning and I met with him and his wife. I explained that I had been working with another CPA and a tax attorney for over 1 year, but we were getting no where. In fact, the interest and penalties were accruing faster than I could stomach. The IRS claimed I owed almost a quarter of a million dollars, and had already filed a lien against me. Tri Valley tax requested all my supporting documents and amended my returns which had been done incorrectly. They studied my case thoroughly. Within a couple weeks they sent their response and my amended returns off to the IRS. Within a little over a month later they called me to tell me my case had been won! I was so relieved, words cannot express how grateful I am. I have my life back thanks to this company. I will never leave them, they are my team for life!
Individual Tax Preparation
Wilma w.
Apr 24, 2018
Hired on Thumbtack
It was refreshing to work with a tax preparer who offers more than tax prep services. Very knowledgeable in areas of retirement, etc.
Individual Tax Preparation
Maggie L.
Mar 28, 2017
Hired on Thumbtack
Because I had some tax issues, I was sure that there was no escape from having to come up with a few thousand dollars for the IRS. Wow, was I wrong! Howard and his team put their knowledge and experience to work for me and when they were done, I didn't owe anything for 2016. If you have tax issues Howard will solve them; or, if your return is straight forward he will make sure you take advantage of every deduction and get the maximum refund due.
If you want the best and most honest tax preparer, I HIGHLY recommend calling Howard...you will not be disappointed!
If you want the best and most honest tax preparer, I HIGHLY recommend calling Howard...you will not be disappointed!
Individual Tax Preparation
Tracey H.
Apr 9, 2019
Hired on Thumbtack
Not the service we were used to from another firm. Turnaround time was long, and seemed a bit disorganized. However, the work was thorough. Will give them one more year now that we kind of know one another.
Individual Tax Preparation
Credentials
Background Check
Howard Hertz