I paid about $400 for what was supposed to be a very basic tax return, nothing complicated or unusual. Unfortunately the experience didn't really justify the price. After my appointment I still had to go online and file part of my state tax information myself, which was surprising since that's something I assumed would be handled as part of the service. If I'm paying that much for a simple return, I expect the whole process to be taken care of or at least clearly explained ahead of time. This place was recommended to me, but honestly I'm not sure why. The service wasn't terrible, but for the cost and the amount I still had to do on my own, it didn't feel worth it. Just sharing my experience so others know what to expect. read more

This firm fails to disclose internal deadlines and treats clients rudely. They refuse service based on unannounced cutoff times. Avoid this business to prevent unprofessional delays and poor treatment. read more

DO NOT COME HERE! This is a warning. There is a reason this establishment has so many 1 star reviews. The core reason is the receptionist named Jocelyn. If you go through the reviews you will see her name mentioned multiple times and never for anything positive. Trust all the reviews. This person is one of the rudest people you will encounter. So much so I think she might enjoy confrontation. Again DO NOT COME HERE! I guarantee you there are better alternatives. read more

DO NOT RECOMMEND. Horrible communication. Ended up costing us another 2000 dollars extra for not filing our taxes when they finished. Didn't call, didn't email, zero communication. Never again. read more

Just finished my 2022 taxes with Emily. I have been going to Emily for my taxes for over 10 years now and I do NOT go anywhere else. This year and last year were obviously done remotely, but we still were able to chat over the phone and discuss the amounts I will be getting back from the federal and state. They also help with Food and Service industry because of the tip-outs you pay for these industries. Emily also helps me because I am an undergrad student with tuition and school expenses. I just scan everything into my email and email them over to her and she does the rest. Pricing is also fair. Thank you, Emily! read more

I am a tipped service industry person who was recommended to Joanna because of the tax breaks offered for tipped employees. Ended up with the same exact return H&R Block offered when I did my taxes myself. I had an appointment on a Monday and got a voicemail on Friday canceling my appointment and telling me to call back and reschedule. When I called on Monday they said they hadn't heard from me and canceled my appointment. Joanna still did my taxes through email but my return was the exact same as when I did it myself through HR Block. When I questioned this she ignored all of my emails and I still can't get ahold of her. She still hasn't responded to my most recent email. What an enormous waste of time and $200. I ended up just filing them myself. Look to go somewhere else if you have basic taxes or are in the service industry. read more

Very unprofessional. Will not return deposit even if they themselves are late or unable to follow through with phone meeting. Bad grammar over email. Rude customer service from all ends. Worst experience. Do not recommend read more

Jocelyn needs to be retrained on proper customer service. I called to ask why there was an $180 charge on my account if I decided to not file with them. The receptionist Jocelyn answered extremely rudely stating that it's a charge to prepare them, regardless if I do not file with them. I explained that I went through a different tax company and they are charging me less and the return is higher. See, I have been coming here for years. Her rude deliverance and lack of understanding is the reason I will not be using their services anymore. I have been recommending this company to friends and family and I will no longer do that. Customer retention is not in Jocelyns vocabulary. Simply stating "perhaps there might have been something missed, let's make it right, or let's figure out why your return is higher with a different tax company" would have gone a long way. No, let me just take the $180 out of your account for preparing something that I could have done myself on Turbo Tax for FREE with website self guidance. I choose to pay a little extra every time to this company because I know the tax accountants are good at what they do . However, the ball was dropped somewhere along the way. Lesson learned. If you have simple W-2s go elsewhere or use the TurboTax website, it's really easy to use. $180 might not mean much to them, but it's 2 weeks worth of groceries for me. read more

I cannot recommend this firm enough. I feel fortunate to have been referred to James Henry. They specialize in filing for tipped employees. Thank you to Sol and Joanna for their professionalism, communication, and value. This is the best return I've received in years. read more

Thank you so much and amazing to have everything done online and very efficiently during this covid pandemic. They did let me know it would take a few weeks as they have everything coming in online at the moment. Got my email and return documents a few weeks later. If you are in the food and beverage industry I would highly recommend James Henry Inc. and team. Great customer service and thank you guys so much for the incredible service on my tax return. Will definitely recommend and will be back :) Also, I'm reading other reviews. If you are in any sort of customer service industry, this is a time to be understanding. Look at what they are dealing with as well. Be kind :) read more

Emily is the sweetest and humble person ever. Such a pleasant experience every time I come in when my husband and I need our taxes done. This is a place where I trust them and what I like about them is they explain reasonings behind certain things so I'm not feeling hidden in the dark. Working for the hospitality industry, Emily knows what she is doing and I love chatting with her about random important topics about life, haha. read more

Receptionist was very rude. And James the man who does the taxes was just as rude. Every year they raise their prices. I started going there in 2012 when Emily was working there and these past two years the prices keep going up. Never going back there again. The women who answered the phone really needs to be more professional and loose the attitude. read more

I used to get my taxes done by a family member but always felt like I was never getting enough back. I decided to try out a legitimate tax firm last year (2019) and booked an appointment at this location. Being that this was my first time going on my own, I wasn't sure about all the paperwork I needed to have prepared to take with me. I called in about 2 weeks before my appointment and spoke to the front desk receptionist Jocelyn and she helped me tremendously. Very patient with my confusion and explained step by step about all the documents needed. Two days before my appointment I emailed them about a question I had and they got back to me in a timely manner. I got there 15 mins early and just went over my paperwork with Jocelyn just to double check everything needed was there. She was very kind and took the time to assure me everything looked great. Joanna did my taxes and went into detail about how my paperwork looks and helped me adjust a mistake I was making with my previous tax years. I felt relieved and confident that I had everything finally corrected. I was very happy with the outcome! I returned this year again (2020) and with COVID-19 things had to be done over the phone and emails, nevertheless I still received great customer service and got back even more this year since I made those adjustments! I am so glad Joanna has helped me and taught me much that I did not know! I am sure to return next year, this team rocks! read more

Been coming here for a couple years now but my most recent experience has left me with no reason to return next year. First off, their receptionist is a complete witch and speaks to everyone in a condescending tone. She has ZERO customer service skills and doesn't know how to speak to paying customers. I made the mistake of forgetting medical information during my visit. When I sent them the document that was needed, they sent me an updated copy of my tax return. THEY SENT ME THE WRONG INFORMATION AND COMPROMISED SOMEBODY'S SOCIAL SECURITY NUMBER. UNPROFESSIONAL. I was so alarmed, I quickly called to I could speak to my handler and the receptionist would not let me speak to her. They sent me my official tax return and fail to answer my questions regarding my return. Last time I will be coming here. They just want their money and to get you in and out. read more

I will never go to this place again. Horrible lady who answers the phone. You call and call and leave messages also email them - You get nothing back. I should have looked at all the reviews instead of just taking a friends advise. I got my taxes done in February I forgot to take my Mortgage interest statement ( yes I forgot my bad ) I called and can't even get an appointment until July 15 due to the circumstances. I already paid and just want 5 min if there time. They won't take a client back to help when I need to an amendment? I can't understand an appointment is an appointment no matter if I did my taxes or are trying to fix them. Please don't go here. Believe me there is way to many tax people they will treat you kindly. I think instead of the lady who answered the phone needs the office manager to step in and help decide what's best for the client. Not her read more

This is a long review, so I'll start at the end...This review is intended to provide the rest of you folks who are looking to use this business, some advice from my experience. MAKE SURE you get some sort of confirmation of your appointment from this office. They have KNOWN ISSUES with their booking system which can screw you over, and they can't offer a solution or fix for their mistakes. But really, better yet - do yourself a favor and just go to a different preparation office who keep better records and who get it right the first time. Check out similar 1 star reviews below. It's a somewhat consistent pattern - I'm not just one guy with a chip on my shoulder. If you care to read my reasons, my story is below. Disorganized and unprofessional. I had my taxes prepared last year (2017) with Emeliy. She was friendly and helpful, so immediately after finishing up with her before leaving, I went up to the front desk and booked for this year (2018 tax year). A year later the day comes. I drive an hour and a half out here with my documents including last year's taxes (which has this year's appointment written on the folder), I go to check in, and whoops - no record of my appointment! They don't send confirmation emails, nor provide a receipt when booking in person. Not only that, but now they're fully booked. Even better, the woman at the desk stated "sorry, this has been happening, which is why we now take deposits for appointments" Fantastic - so a KNOWN ISSUE that they've been experiencing screws me over, and cannot be amended despite my due diligence of booking a full year in advance. It's my fault apparently, that they don't have proper confirmation and follow up systems which look out for their clients. My best guess is that I booked before they had these known issues, then they started requiring deposits once the issues came to surface. Next they probably chose to book over appointments who were booked before the deposit requirement with now deposited appointments, because, well, it's guaranteed money. Me without a deposit, even though I booked a year ahead, am a liability to them. And so what if I as a non guaranteed appointment gets screwed? They have someone right behind me who fulfilled their new requirement for a deposit. They got that person's money already, and they no longer have to worry about a guy who hasn't given them money yet. Needless to say I'm over this tax preparation office and likely won't ever return. They won't care because they'll be up to their necks in other people's money who are booking with them, and will have no issue filling the loss of my business. I just wish that they had better practices, systems, and organization so we as clients don't waste our valuable time just to get hosed by them. read more

There is only one reason, why I will never go back to this place again and that is because they hired the rudest and most unprofessional receptionist. Jocelyn has no customer service skills and will not work with any customer who does not make their appointment on time or have all the necessary paperwork. Due to the pandemic, I was not able to get my W2, prior to my appointment, from my previous employer because they were closed. I was able to make arrangements the day of my appointment, however, I was going to be about 30 min late. She basically told me, "too bad" and advised me to go on their website, make another appointment (with no openings until the following month) and pay another $50. I asked her if I could at least keep my appointment which was going to be within my time block and she said "we'll see" and as soon as we got off the phone, I received an email that she had cancelled my appointment. The lack of understanding and compassion from her was truly disappointing, especially during these times. She speaks to you like you're child and is condescending with her words. Later that day, I called back at my appointment time and asked to speak to another staff member and was hung up on. I have never been treated like that by any business in my entire life. This place took my money and there was never an attempt to make things right. I landed up taking me and my husband's business elsewhere and have told numerous friends and family not to go here. WORDS OF ADVISE: Don't go to this place unless you want to be treated like trash by their trash receptionist, Jocelyn. She is a disgrace to this business and obviously I'm not the only one who feels like this. Don't believe me? Go check out all the 1 star reviews. read more

I go in between my feeling every year with these guys. Every year I swear I'm never going back because of the issues that always arise. I fax my papers to them one year and call to endure they came through and get told yes and to allow 2 weeks for them to get my taxes down. Two and a half weeks go by and I call and they say they never received my fax even though I called immediately after I sent it and was told they did! The next year they receive everything and get my taxes done in a week. Everything is submitted to the IRS at end of February. Come end of April I have no tax refund. I call the office and ask what's up and they tell me to call the IRS because this issue is with them. I call the IRS and find out that these people never sent in one of my forms and the IRS had contacted them about it and that's why there was a hold on my tax refund. Call the office again and tell them all of this. I didn't receive my refund until end of June that year because of all of that bs. Last year I fax everything again, call and am told it goes through. A week goes by and I call for an update and they tell me one of my papers wasn't faxed to them even though when I called I asked if all 5 came through and was told yes. So I refax the one missing and call and they say it came through. Another week goes by and I call for an update and am told that they never received the missing paper or misplaced it and to fax again! No one ever calls when something is missing. They just wait for you to assume its time to check in and make sure they're doing their job! So frustrating when I've been using them for 5 years now. Why do I keep going back and putting myself through this, you may ask? Because at the end of the day, I have ALWAYS owed taxes as a server/bartender. The most I've ever received back was $60. Since i started going here, I receive a lot back every year. They stress me out so bad and theyre shitty to their clients BUT they get me back money so here I am returning again this year. They are the only people who actually take in account of wtf a tipout is and how much of my money I have to give to other employees every night. So yes they're frustrating and unprofessional and unorganized but i guess it's all worth it when the tax refund finally hits my account, even if it is in June sometimes... read more

Emily Henry is awesome! She is so very kind, thorough and efficient. The list goes on! I've been coming to her for 5 or so years now and will continue to. I hope she gets the recognition that she deserves, She is great at what she does, priced well and I don't have a doubt she always has her clients best interest in mind. Got my refund in 9 days this year. Thanks Emily.! Until next year. read more

Been going to James for approximately 20 years. I've NEVER had any problems with scheduling, communication, or accuracy. I've gotten a lot of sound solid advice from James regarding how I should handle my withholdings and such. I've always been greeted politely, professionally, and warmly by James and office staff. I don't know what the hell these one star people are talking about. Most likely self involved, immature babies who didn't get what they wanted and took it out on a business. I guess that our future in this country for coddling our spoiled children. Whatever. I will always go to this place for my taxes. I even got a financial planner and a solar panel company recommended by James that I am/have been using. read more

Outstanding service - year after year! Very detailed, fast, efficient service. Mr. Henry handles our personal and corp taxes every year. I highly recommend him. read more

3rd year in a row filing with Emily Henry and I wish I would've known her sooner! was recommended to her by multiple colleagues. Can't see myself using anyone else. She is very knowledgeable and knows exactly what she is doing. I feel very comfortable leaving my taxes in her hands. Thank you Emily! read more

This year was my first with this company for my taxes. I was recommended by a friend also in the service industry, and told that Emily is a great accountant. My boyfriend and I both used her services. This year was exceptionally challenging, I can imagine, due to the covid-19 outbreak. Emily was punctual, friendly, and thorough despite the challenge of virtual submissions and phone-tag. She is very sweet, she even congratulated me on my educational studies. Ask for Emily! read more

James has been my "tax guy" for over ten years. I enjoy my annual tax appointments and actually look forward to visiting with James. It's nice knowing that the person doing my taxes stays up to date with new tax related laws and makes sure that we are getting the best return possible. James always gets back to us when We have questions and he's always friendly and honest. As long as James is in business, we'll be a client and continue to recommend others to James. Thanks for your great work, James. read more

The receptionist needs to learn proper customer service skills, she's EXTREMELY rude and I can hear her condescending attitude through the phone. I called during my appointment time only for her to tell me she can't pass me to my handler WHAT DO YOU MEAN? I paid not only a deposit but will pay a fee for my 30 min time frame so why exactly can't I speak to my handler HAHAH. What if I have questions and concerns I mean they are handing forms that can potentially send me to jail if done wrong. I wasnt rude to her because I don't believe in being rude to employees but, the owners should consider dealing with her poor and lack of job skills. I don't speak to people to be spoken to like a slow toddler. I'll update post after my tax returns are done. read more

I have worked with James Henry Inc. in 2015 and 2016. The first time went reasonably well, although they mailed my return rather than direct deposit like I requested. However in 2016 the wheels fell off. They managed to get my physical address wrong, not reply to emails, not call back and when I finally got hold of them they informed me - almost a month after filing - that there was an issue and I need to contact the IRS directly (they gave me a number that was NOT IN SERVICE - something a Tax firm should probably have on file). I will not be using this service again, and I suggest you don't either. read more

Non-communicative.We received no help from Mr. when the Franchise Tax Board sent us a letter informing us that we owed money. We were asked by Mr. Henry's office to bring the letter to his office. We never heard from him personally concerning the status of our request for him to intercede with the FTB. We had to deal directly with the FTB to resolve the tax issue. No help provided! The issue that was initially $1,200. We settled with the FTB for $119. We read more

James is very knowledgeable and takes a by the book approach to taxes. I had spent about 25 years with Harry Lee in Upland who was great, James is the same caliber. read more

Great place to have your taxes done! I have been going here for several years now. The staff is friendly and knowledgeable. I usually just drop off all my information and they do the rest. So easy and convenient for me. You can make an appointment to sit down with a tax person if you want. I have not done that yet. I just rather drop and go. They call me when my taxes are ready. read more

I'm a server. Since we tip out so much in cash it isn't possible for me to properly do my own taxes online like I used to. Emily has helped me for years now and it is always nice to catch up with her. She is quick, and efficient, and I wouldn't trust anyone else to help me like she does. read more

We have had our taxes done with James for the past 15 years. We are continually impressed by James' knowledge and honesty with our tax returns. We are confident that when James (or Emily) does our taxes, we are with the best in the business! read more

How come when anyone answers the phone at this office there is never a proper telephone greeting? This place lacks professionalism when trying to make a phone call. extremely disappointed in their customer service especially with reoccurring clients who flew from Washington to California just to get taxes prepared. They want 250 from you but god forbid you have a family emergency that makes you 20 min late to an appointment just to get laughed at on the phone and turned away. I do not recommend this tax service anymore. Just file for free online guys! read more

Unresponsive & unprofessional. James Henry Inc.'s 2017 customer service has taken a dive for the worst! Their receptionist Jocelyn is extremely sarcastic with a chip on her shoulder. They've been in possession of my tax documents for almost 30 days & I am STILL awaiting confirmation that they've been processed & a refund is on the way. I've followed up by phone & e-mail nearly 10 times & today decided that's quite long enough. I contacted them once again, now asking to instead have my account information shredded since it seems they no longer want my business. James Henry Inc. shame on your staff for losing the business of myself & my family members & I will certainly not be referring any colleagues & definitely forewarning those referred in the past. They charge $155 for a standard return & $245 for a long form, not worth it. read more

Emily did my tax return and amended tax returns last year. She's very helpful and has tremendous follow up. She's defiantly the first and only person I would go to. read more

I've been going to Emily for over 10 years. I called quite late this year to get an appointment. Spoke to Joslyn and was super rude and not helpful. She was actually super condescending. Emily does amazing taxes and has catered to people in the service industry, but now they have grown and are too big for the people that made them big in the first place. I hate it when that happens. My fault for waiting but customer service is never a bad thing. read more

Emily did our taxes in 2013. We are now getting a notice from the IRS that they were done incorrectly. I would not recommend her services.

Customer Service is abhorrent. Extremely passive communication. Do yourself a favor and do not get any type of services with this place

James is awesome! My family and I have been going to him for years. No complaints, I recommend everyone I know to him. He is honest, trustworthy and does his line of work very well. read more

We have been coming here forever. We would not trust anything about our personal finances or business or non-profits to anyone but James and the firm. It is always painless, and we know that if the IRS makes an error, he will get it addressed. The firm has so much knowledge beyond taxes, about proper business creation, operations and organization, we never need to go anywhere else. read more

These guys know what they are doing! Very professional and accommodating too. Highly recommend James and his staff! read more