Tri-Valley Tax & Financial Service

★★★☆☆
  • 4450 Black Ave A

    Pleasanton, CA 94566

    Map & Directions
  • 925-469-1040

Finance

Finance
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Howard and the whole team at Tri-valley tax and financial service are completely professional, accurate, friendly, and helpful.\n\n I have used H&R Block and Turbo Tax in the past, but when the IRS sent me additional forms that both of these services missed on my recent tax return, I went to Howard for help. He was completely sympathetic to my situation and scheduled me an appointment in his very busy schedule at the last minute.\n\n Howard found me an additional thousand dollars on my tax refund that the others had missed!\n\n I couldn't be more happy with my outcome with Tri-Valley Tax. Howard really wants to help and I won't trust anyone else with my taxes. \n\nEven if you think your taxes are simple, like I did, there are things that you and your computer tax system can miss. I am really glad that I found Howard and Tri-Valley Tax.

2
★★★★★

Howard and the whole team at Tri-valley tax and financial service are completely professional, accurate, friendly, and helpful.\n\n I have used H&R Block and Turbo Tax in the past, but when the IRS sent me additional forms that both of these services missed on my recent tax return, I went to Howard for help. He was completely sympathetic to my situation and scheduled me an appointment in his very busy schedule at the last minute.\n\n Howard found me an additional thousand dollars on my tax refund that the others had missed!\n\n I couldn't be more happy with my outcome with Tri-Valley Tax. Howard really wants to help and I won't trust anyone else with my taxes. \n\nEven if you think your taxes are simple, like I did, there are things that you and your computer tax system can miss. I am really glad that I found Howard and Tri-Valley Tax.

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Howard and Sheryl have been very helpful. Their knowledge and communication is excellent and they have been very effective in helping us with our taxes. They responded promptly to our calls.

2
★★★★★

Howard and Sheryl have been very helpful. Their knowledge and communication is excellent and they have been very effective in helping us with our taxes. They responded promptly to our calls.

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I met Howard at a business fuction. I was a new business owner and decided to give him a try. I used him/them for 4 years and boy was I sorry! He ""offered"" assistance but was never available. He insisted on filing a tax extension every year and I owed taxes every year. For the 4th year filing he informed me I owed $36,000.00!!! Plus penalties and interest since I wasn't told till after the deadline. I had to tap every financial resource to pay the IRS and FTB. When I talked with him about it he blamed me! Needless to say I dumped his sorry a**. I requested he surrender all my records and he sent me a minimal amount of half-usable information (mind you he kept all payroll records!) I found myself a new accountant (referred to me by a successful business owner) who amended all former returns and got ALL my money back. I have since talked with other's who've used Howard and they tell a similar story. Now, I'm telling you -- Beware!

0
★☆☆☆☆

I met Howard at a business fuction. I was a new business owner and decided to give him a try. I used him/them for 4 years and boy was I sorry! He ""offered"" assistance but was never available. He insisted on filing a tax extension every year and I owed taxes every year. For the 4th year filing he informed me I owed $36,000.00!!! Plus penalties and interest since I wasn't told till after the deadline. I had to tap every financial resource to pay the IRS and FTB. When I talked with him about it he blamed me! Needless to say I dumped his sorry a**. I requested he surrender all my records and he sent me a minimal amount of half-usable information (mind you he kept all payroll records!) I found myself a new accountant (referred to me by a successful business owner) who amended all former returns and got ALL my money back. I have since talked with other's who've used Howard and they tell a similar story. Now, I'm telling you -- Beware!

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I have been using Howard for nearly 15 years now, when I first went to him it was because I was being audited due to a re-filing an ex-employer did; if this went as the IRS claimed I would have been ruined. Howard made it all better, I have been using him for years. While I do not think the experience is as personal as it once once, they now want you to pre-file much of the information with him via the web its still a positive experience and I think you could do much worse that doing business with him.

2
★★★★☆

I have been using Howard for nearly 15 years now, when I first went to him it was because I was being audited due to a re-filing an ex-employer did; if this went as the IRS claimed I would have been ruined. Howard made it all better, I have been using him for years. While I do not think the experience is as personal as it once once, they now want you to pre-file much of the information with him via the web its still a positive experience and I think you could do much worse that doing business with him.

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""My tax issues were complex and I had paid thousands of dollars to ""tax experts"" to get these tax issues taken care of. It felt as if nothing ever truly got done but I was always sending more money to keep them working. When I hired Tri-Valley Tax & Financial Services they were able to cut through the junk and get things done and with ease. They explained to me in plain English what they could do and how they were going to do it. They were great! \r\nKimberly R.\r\n

2
★★★★★

""My tax issues were complex and I had paid thousands of dollars to ""tax experts"" to get these tax issues taken care of. It felt as if nothing ever truly got done but I was always sending more money to keep them working. When I hired Tri-Valley Tax & Financial Services they were able to cut through the junk and get things done and with ease. They explained to me in plain English what they could do and how they were going to do it. They were great! \r\nKimberly R.\r\n

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Unprofessional, Rude, and Expensive

0
★☆☆☆☆

Unprofessional, Rude, and Expensive

Cons: Unprofessional, Rude, and Expensive

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I have been using professional tax service companies for 24 years and Tri-Valley Tax is by far the BEST company that I have dealt with. The staff is friendly and professional and when they commit to getting a return done, they get it done. When I first started with them 10 years ago I brought them my tax return from the previous preparer and Tri-Valley Tax found errors and saved me money. Not only have we chosen Tri-Valley Tax for our tax preparer but also as our Financial Service company, i.e. investments. I truely believe that you can not go wrong with Tri-Valley Tax.

2
★★★★★

I have been using professional tax service companies for 24 years and Tri-Valley Tax is by far the BEST company that I have dealt with. The staff is friendly and professional and when they commit to getting a return done, they get it done. When I first started with them 10 years ago I brought them my tax return from the previous preparer and Tri-Valley Tax found errors and saved me money. Not only have we chosen Tri-Valley Tax for our tax preparer but also as our Financial Service company, i.e. investments. I truely believe that you can not go wrong with Tri-Valley Tax.

Pros: They are friendly and accurate!

Cons: Have not found one as yet!

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I have been using professional accounting services for over 25 years. This is by far the worst I have ever encountered. They were so late in beginning my annual filings that they insisted on filing an extension, even though they had all necessary data 3 months in advance. When I switched to a more professional service, they became very nasty and retaliatory. I would strongly advise that Tri-Valley and Howard Hertz be avoided like the plague.

0
★☆☆☆☆

I have been using professional accounting services for over 25 years. This is by far the worst I have ever encountered. They were so late in beginning my annual filings that they insisted on filing an extension, even though they had all necessary data 3 months in advance. When I switched to a more professional service, they became very nasty and retaliatory. I would strongly advise that Tri-Valley and Howard Hertz be avoided like the plague.

Cons: Very Poor Service

Editorial from

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

 

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