About Our Practice
Upland's Partner for Tax & Accounting Confidence
Based on North Mountain Avenue in Upland, James C Henry E A delivers thoughtful tax planning, IRS representation, and ongoing accounting support for individuals and business owners. We blend decades of Enrolled Agent experience with approachable service to keep your finances on track.
Enrolled Agent Expertise
Licensed to represent you before the IRSProactive Strategy
Quarterly planning to minimize surprisesClient Focused
Personalized financial insights for every stage350+
Clients Served200+
IRS Matters Resolved25+
Years Experience1,200+
Tax Returns FiledWhy Choose Us
Financial Peace of Mind for Every Client
At James C Henry E A, we combine diligent bookkeeping with strategic tax planning and representation. Our experienced team delivers timely insights so you can make smart decisions, stay compliant, and protect what you’ve built.
View Our ServicesAudit Defense
We stand with you before the IRS, preparing documentation and negotiating on your behalf.
Compliance Confidence
Deadlines are tracked, filings are accurate, and records stay audit-ready.
Cash-Flow Visibility
Forecasting and advisory support to plan confidently for what’s next.
Our Services
Comprehensive Tax & Accounting Solutions
Personal & Business Tax Strategy
We prepare accurate returns and design year-round plans that anticipate changes before they happen.
Multi-state and complex filings
Quarterly estimated tax planning
Entity selection guidance
Monthly Accounting Support
Gain clarity with reconciled accounts, accurate statements, and actionable financial reports.
Cloud bookkeeping setups
Management reporting & KPIs
Year-end close & 1099 preparation
Representation Before Tax Authorities
As an Enrolled Agent, James Henry advocates for you in audits, collections, and appeals.
Audit preparation & response
Installment agreements & offers
Penalty abatement strategies
Payroll & Fractional CFO Support
Streamline operations with compliant payroll, forward-looking forecasts, and advisory insights.
Payroll processing & filings
Cash-flow forecasting
Budgeting & growth planning
Our Team
Meet Our Tax & Accounting Professionals
James C. Henry
Enrolled Agent & Founder
Sarah Johnson
Senior Tax Manager
David Martinez
Client Advisory Lead
Customer Testimonials
What Clients Say About Us
James Wilson
Small Business Owner
Lisa Rodriguez
Operations Director