820 N Mountain Ave Ste 205, Upland, CA 91786 Mon – Fri: 9:00 AM - 5:00 PM
info@jamesdhenry.com

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Tax professional reviewing financial statements

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 IRS

Proactive Strategy

Quarterly planning to minimize surprises

Client Focused

Personalized financial insights for every stage

350+

Clients Served

200+

IRS Matters Resolved

25+

Years Experience

1,200+

Tax Returns Filed

Why 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 Services

Audit 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

Tax planning meeting

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

Accountant reconciling books

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

IRS representation strategy session

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

Financial advisor reviewing payroll data

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

Tax practice founder

James C. Henry

Enrolled Agent & Founder

Senior accountant

Sarah Johnson

Senior Tax Manager

Client advisory specialist

David Martinez

Client Advisory Lead

Customer Testimonials

What Clients Say About Us