We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.
Our Services Include
About Howard Hertz – President, EA, CFP®, RFC™
Howard started preparing taxes in 1984 while studying at California State University, Hayward. Howard has a BS in Business Administration with an accounting and real estate management option.
Howard has spent more than half his life in the tax field. In 1992 Howard became one of only 25% of those who took and passed the Enrolled Agent Exam on his first attempt.
Howard, a lifelong resident of the East Bay and started the business that would become Tri-Valley Tax & Financial Services, Inc. in July of 1995. Since starting the business, Howard has become a Fellow of the National Tax Practice Institute and a Member of the American Academy of Tax Practice. It is Howard’s belief that you cannot get enough continuing education on taxes. Every year Howard and the tax preparation staff take more than 60 hours of in class room education.
In December 1998 Howard joined HD Vest so that he could offer his clients financial advice based on the all-important tax return. It is Howard’s belief that all investment choices should look at the current and future tax consequences. Howard has since become a Certified Financial Planner™. Howard works with clients to provide a plan for their future.
Howard ideally has set up a “One Stop Shop.” for many of his client’s financial needs.
Designations & Certifications
Click The Buttons Below To Read My Reviews!
Check the background of your financial professional on FINRA’s BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Securities offered through Registered Representatives of Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Home offices at 200 N. Martingale Rd., Schaumburg, IL 60173; phone 888-528-2987. Investments are NOT FDIC/NCUA INSURED, NOT A DEPOSIT, NOT INSURED BY ANY GOVERNMENT AGENCY, NOT BANK/CREDIT UNION GUARANTEED, MAY LOSE VALUE. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Financial Specialists LLC site at www.ceterafinancialspecialists.com.
1078 Reviews
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! ~ Travis Anderson ~
1078 Reviews
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. ~ Chrystel Kordes ~
1078 Reviews
I am always pleased with the quality of service I have received from Tri-Valley Tax Services. They are very friendly, professional and knowledgeable in the tax business. It is definitely worth paying for such good service and to have the peace of mind that your taxes were processed correctly. I used the previous company for many years before Howard and his staff acquired my account and I have never been disappointed. Thank you, Tri-Valley, for your excellent service! ~ Janet Ralph ~
Your request has been submitted successfully.
