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The Tri-Valley Group - Morgan Stanley

The Tri-Valley Group - Morgan Stanley

Reviews Summary

The reviews consistently highlight exceptional service, expertise, and personalized financial management. Clients praise the team's professionalism, deep market knowledge, and attentive communication, with many noting significant portfolio growth over years or decades. Aggressive and conservative strategies are tailored to individual goals, earning trust through transparency and results. Long-term clients and referrals emphasize confidence in retirement planning, investment advice, and comprehensive financial solutions. Weekly updates and proactive guidance are frequently mentioned as standout features. Overall, the team is highly recommended for their dedication, strategic insight, and client-focused approach.

About This Listing

Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management

Contact Information

Address

4309 Hacienda Dr Ste 200

Pleasanton, California 94588

Visit Website Call Now Get Directions

Customer Reviews

4 years ago, I decided it was time to roll over an old work 401k, but I wasn't sure who or what company I wanted to work with. Through my friend network, I found Bryan Furlong. His knowledge, professionalism and communication really impressed me, so I decided to go with him. Best financial decision I've ever made! 4 years later, I've seen huge growth in my 401k and since that time I've had Bryan manage other aspects of my financial portfolio. Now I see why Bryan has clients that have stayed with him for 30

My wife and I have been clients of the Henley Furlong Group for 25 years. Their attention to our financial needs have been exceptional. They always provide expert advice regarding our financial planning. Our accounts are monitored on a regular basis, and our portfolio has grown steadily over the years. The Henley Furlong Group is very professional, and knowledgeable about current trends in the stock, bond, and the other financial markets. We highly recommend the Henley Furlong Group.

The Henley Furlong Group - Morgan Stanley has done an outstanding job of handling our Investment and Retirement Planning needs for my wife and I for over 30 years. Their Professionalism and Experience is 2nd to none! I have gladly referred several family members and friends to them over the years. And every one of my referrals have raved about their outstanding personal service and attention to every detail.

Chase and Shawn are great financial advisors. And they are such good listeners! They cover everything. From home loans to 401k?s, they helped me put together a comprehensive financial plan. I feel more financially confident than ever before!

After years of being in the tech world and having my 401K managed by strangers, with nothing but a talking head telling me what their analysts predict (but they don't know why) and stuck in mutual funds while these tech giants were killing the market, I was frustrated. This happened to me several times over and on the recommendation of a friend I transferred the bulk of my 401 into an IRA under Bryan. We discussed goals and I wanted to be aggressive. That's not for everybody but I was tired of the timid

Chase is an amazingly talented individual. He has helped get me, several members of my family and close friends get set up with investing. He is always available to answer any questions or concerns that I have. He is fast to respond and sends out helpful information via email with important dates and reminders. I could not recommend a better person and company to work with.

This team of wealth managers are the absolute BEST!!! I cannot say enough about their ability to advise, counsel and strategize on present and long term investments. I am honored to know and work with this group and HIGHLY recommend them to anyone!

Chase is super professional and has a very good understanding of the market. I love getting weekly and monthly updates on what the market / my portfolio have been doing.

This team is incredible. Very knowledgeable and always has your best interest at heart. Lucky to have found them!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.