Three decades advising local families.
Tax preparation, estate planning, and advisory. We treat your business like our own. Initial consultations are free.
A+ BBB
Our story
Counsel you can trust for the long haul.
Watson Tax & Estate has been serving Union with the kind of attention you only get from a place where the owner still works the floor.
Recent customer review: "Margaret has done our family taxes for 14 years. She found a deduction last year that paid for the entire engagement and then some. Trusted advisor."
What we do
A handful of things we are very good at.
Tax preparation
Federal, state, and multi-state for individuals and small businesses.
Estate planning
Wills, trusts, directives. Built around how your family lives.
Trust administration
Fiduciary services, accountings, beneficiary work.
IRS representation
Audits, collections, offers-in-compromise, tax court.
Summit keeps coming back.
4.9 average across 138 reviews
“Margaret has done our family taxes for 14 years. She found a deduction last year that paid for the entire engagement and then some. Trusted advisor.”
Robert A.
Summit
“Used David for our estate plan. Patient, thorough, and answered every weird question we had. The kind of attorney you want for the long haul.”
Elaine S.
Summit
“IRS came after us for a 2019 issue. Margaret made it go away in two weeks. We are still in disbelief.”
Charles G.
Summit
A few favorites.
Visit us in Summit.
Find us
42 Springfield Ave
Summit, NJ
Hours
- Monday8:00am - 6:00pm
- Tuesday8:00am - 6:00pm
- Wednesday8:00am - 6:00pm
- Thursday8:00am - 6:00pm
- Friday8:00am - 6:00pm
- SaturdayClosed
- SundayClosed
Reach us
Request consultation
Initial consultations are free. Confidentiality applies.