How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Howard Hertz, EA, CFP®, RFC™
9254691040
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...
Sheryl Hertz, EA, ATP, ATC
Sheryl Hertz joined Howard in his practice in 2005. Howard and Sheryl were married in 2010. Sheryl started her second career as tax professional in 2001. Before that she was in retail management and was able to travel and live all over...
Laura Walsh, CRTP
Office Manager & Financial Assistant to Howard Hertz
(925) 426-8890
Laura joined Tri-Valley Tax & Financial Services, Inc. in January of 2014. As our Office Manager and Financial Assistant she is your point of contact. Laura performs a variety of functions to include supporting Howard with Financial...