Tri-Valley Tax & Financial Services, Inc.

Tri-Valley Tax & Financial Services, Inc. We are a year round tax office. We handle all years and all states. We can handle you Federal and Howard Hertz EA CFP(R) Financial Advisor

Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.

10/08/2026

😵‍💫 Feeling stressed? It might be time to stop doing a few things—not add more to your to-do list.

Here are 3 things to quit when stress takes over:

1️⃣ Saying yes to everything — It’s okay to protect your time and say no.

2️⃣ Trying to do everything — You don’t have to tackle it all at once. Prioritize what matters most.

3️⃣ Checking notifications all day — Give yourself some uninterrupted time to focus, breathe, and reset. 📵

Sometimes, less really is more. 🙌

Which one are you guilty of doing?

10/07/2026

We will not forget we will always remember the worst attack on Jews since the Holocaust.

Want to know the secret to flavorful and delicious dishes? It's the simple Rule of 3! Try it next time you're cooking an...
10/06/2026

Want to know the secret to flavorful and delicious dishes?

It's the simple Rule of 3!

Try it next time you're cooking and taste the difference.

Avoid these decorating mistakes to make the most of your small space.• Having too much furniture• Ignoring scale• Not ha...
10/04/2026

Avoid these decorating mistakes to make the most of your small space.

• Having too much furniture
• Ignoring scale
• Not having a cohesive style
• Blocking natural light

10/02/2026

✨ Want to get more done without making your day feel like a marathon?

Try these 3 simple productivity habits:

1️⃣ Tackle the important stuff first — Knock out your biggest priorities before the day gets away from you.

2️⃣ Take short breaks — Step away, reset, and come back with a fresh mind. ☕️

3️⃣ Keep your workspace organized — A tidy space can make it easier to focus and get things done.

Sometimes, being more productive isn’t about doing MORE—it’s about working smarter. 💪

Which one are you adding to your routine?

Fall vibes are in full swing! Which cozy drink fuels your autumn mood—warm spice and pumpkin or crisp, sweet apple? ...
09/30/2026

Fall vibes are in full swing!

Which cozy drink fuels your autumn mood—warm spice and pumpkin or crisp, sweet apple?

Ample seating is a must for your home’s entertainment areas, but you don’t need to crowd the space with just chairs and ...
09/28/2026

Ample seating is a must for your home’s entertainment areas, but you don’t need to crowd the space with just chairs and sofas.

Choose versatile options like poufs and benches that can easily be rearranged to suit your needs.

Not only will they provide extra seating, but they’ll also bring a touch of style to your space!

09/24/2026

📱 Is your phone helping you stay productive—or constantly stealing your attention? 👀

Try these 4 simple ways to make your phone less distracting:

1️⃣ Move social media apps off your first screen
2️⃣ Use Do Not Disturb during focused tasks
3️⃣ Charge your phone away from your bedside
4️⃣ Turn off unnecessary notifications

Small changes can make a BIG difference in how much time you spend scrolling. 🙌

Which one are you trying first?

Sometimes the smallest reset makes the biggest difference. Before you jump into the next thing, take sixty seconds to ti...
09/22/2026

Sometimes the smallest reset makes the biggest difference.

Before you jump into the next thing, take sixty seconds to tidy your space and clear your mind. Close tabs and clear your desk of any clutter.

A quick reset gives you a fresh start and helps your next task feel easier and more intentional.

Transform your space into a stress-free sanctuary with these simple tips! 🏡✨• Incorporate Aromatherapy• Declutter Regula...
09/20/2026

Transform your space into a stress-free sanctuary with these simple tips! 🏡✨

• Incorporate Aromatherapy
• Declutter Regularly
• Embrace Warm, Soft Lighting
• Simplify Your Decor
• Add Greenery

Address

5506 Sunol Boulevard Suite 100
Pleasanton, CA
94566

Opening Hours

Monday 10am - 5pm
Tuesday 10am - 5pm
Wednesday 10am - 5pm
Thursday 10am - 5pm

Telephone

+19254691040

Website

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