Expert Tax & Financial
Planning Services
You Can Trust
James C Henry EA provides professional tax preparation, financial planning, and IRS representation services to help individuals and businesses achieve their financial goals with confidence. Our expertise spans tax strategy, retirement planning, and comprehensive financial analysis.
12+
Trusted by 1,200+ clients for reliable financial solutions
15+ Years
Financial expertise
2.5k+
Tax returns filed
$8M+
Client assets managed
EA Certified
IRS enrolled agent
Strategic financial solutions for your future
James C Henry EA specializes in providing comprehensive tax preparation and financial planning services. We help clients navigate complex tax laws, optimize their financial positions, and achieve long-term financial security through careful analysis and strategic planning.
- Tax preparation & filing
- Retirement planning
- Investment strategy
- IRS representation
- Business tax services
- Financial analysis
15+ Years
In financial services
Our Services
Comprehensive financial solutions tailored to your unique needs
Comprehensive Tax Services
We provide expert tax preparation and planning services for individuals and businesses.
- Personal and business tax preparation and filing
- Tax planning and strategy to minimize liabilities
- Customized tax solutions based on your financial situation and goals
Financial Planning & Analysis
Our financial planning services provide the insights you need to make informed decisions about your future.
- Comprehensive retirement and investment planning
- Custom financial roadmaps tailored to your goals
- Cash flow analysis and budget optimization
- Regular financial reviews and actionable guidance for your future
IRS Representation & Support
- Expert representation before the IRS for audits and disputes
- Customized resolution strategies for tax problems
- Tax debt settlement and payment plan negotiations
We help you navigate IRS complexities while protecting your financial interests.
Tax Expertise
Comprehensive tax services with deep knowledge of current tax laws and regulations
IRS Protection
Professional representation to safeguard your interests during IRS audits and disputes
Financial Insights
Actionable financial strategies to help you build wealth and secure your future
Client Focus
Dedicated service tailored to your specific financial needs and long-term goals
Tax Expertise
Deep understanding of tax codes with 15+ years of experience in tax preparation and planning.
Transparent Pricing
Clear, competitive pricing with no hidden fees on all financial services.
Timely Service
Consistent, dependable service with attention to deadlines and details.
IRS Representation
Comprehensive support to protect your interests during IRS examinations.
Strategic Planning
Data-driven insights to optimize your financial position and tax situation.
Dedicated Support
Personalized service with direct access to your financial advisor.
Ready to optimize your financial strategy?
Our team of financial experts is ready to help you navigate tax complexities and secure your financial future.
Contact Our Team
Client Testimonials
Hear what our clients say about our financial services and expertise
Michael Anderson
Small Business Owner
James has transformed how we manage our business taxes. His strategic planning saved us significant costs and his IRS representation was invaluable during our audit.
Sarah Johnson
Retirement Planner
The team's deep understanding of tax laws helped us secure favorable retirement planning strategies. Their financial analysis is always thorough and actionable.
Lisa Martinez
Family Financial Planning
We've worked with several financial advisors, but James stands out for his responsiveness and tax knowledge. He's become an essential part of our financial team.
Robert Chen
Investment Portfolio Manager
Their tax planning consistently delivers better results than we could achieve on our own. The personalized service and financial insights are invaluable to our family's future.
Satisfied Clients
Tax Returns Filed
Years Experience
Client Satisfaction
Our Financial Services
Comprehensive solutions for all your tax preparation and financial planning needs
Tax Preparation
Expert tax filing for individuals and businesses with maximum deductions and compliance assurance.
Financial Planning
Comprehensive retirement, investment, and wealth management strategies for your future.
IRS Representation
Professional audit defense and tax dispute resolution with the IRS and state authorities.
Business Services
Complete tax and accounting solutions for small businesses and corporations.
Financial Services FAQs
Get answers to common questions about our tax and financial services.
What tax services do you provide?
We provide comprehensive tax services including personal and business tax preparation, tax planning, IRS representation, and tax resolution services for individuals and businesses of all sizes.
How do you help with financial planning?
We develop customized financial plans including retirement planning, investment strategies, wealth management, and comprehensive financial analysis to help you achieve your long-term goals.
What makes your tax services different?
As an enrolled agent, I have unlimited practice rights before the IRS, combined with 15+ years of experience and personalized service that larger firms can't match.
Do you provide ongoing financial advice?
Yes, we offer ongoing financial advisory services including regular reviews, tax planning updates, and strategic adjustments based on changing financial circumstances and goals.
What size clients do you work with?
We serve clients of all sizes, from individuals and families to small businesses and corporations. Our services are tailored to meet your specific financial needs and goals.
How do I get started with your services?
Contact us for a complimentary consultation where we'll review your financial situation and discuss how we can help you achieve your goals. There's no obligation, and we can often provide immediate insights during our initial discussion.
Start Optimizing Your Financial Future Today
Whether you need tax preparation, financial planning, or IRS representation, our team is ready to help you navigate financial complexities with confidence.
Contact Our Experts