Business Details
42 Years
experience
Trusted Accounting & Tax Services in Ewing, NJ
Housman's Tax Planning Service has been serving Ewing, NJ since 1984, providing comprehensive accounting and tax solutions. Our founder, an Enrolled Agent since 1987, brings 39 years of specialized experience in individual, trust, and estate taxation. We combine advanced technical expertise with personalized service, maintaining active memberships in professional organizations like the National Association of Enrolled Agents and Mercer County Estate Planning Council. Our commitment to excellence is demonstrated through continuous education, cutting-edge technology, and a partnership approach to client relationships.We specialize in tax preparation, financial planning, and IRS representation, serving individuals and businesses with equal dedication. Our practice philosophy centers on proactive tax strategies, accurate financial reporting, and tailored solutions that align with each client's unique circumstances. This enduring commitment to quality service has established us as a trusted advisor in the local business community.
Services
Tax Preparation
Tax Planning
Tax Relief
Estate Planning
Retirement Planning
IRS Representation
Financial Consulting
Business Tax Services
Elder Care Planning
Details
- Year established: 1984
Highlights and features
- 39 years of specialized tax and accounting experience
- IRS-authorized Enrolled Agent representation
- Personalized financial planning strategies
- Free initial consultation for new clients
- Active members of tax professional associations
Associations and certifications
- Enrolled Agent (IRS)
What people say
Professional expertise
Personalized service
Successful tax resolution
Services
Tax Preparation
Our comprehensive tax preparation service ensures accurate and timely filing of individual and business tax returns. We specialize in maximizing deductions and credits while maintaining IRS compliance. With electronic filing capabilities and year-round tax planning support, we help clients minimize liabilities and optimize refunds through strategic withholding adjustments and recordkeeping systems.
Tax Relief
We specialize in resolving complex tax issues including back taxes, IRS liens, and payment plans. Our services include audit representation, offer in compromise submissions, and levy releases. With expertise in IRS procedures, we develop customized solutions for wage garnishment relief, penalty abatement, and delinquent return filings while ensuring ongoing compliance with tax regulations.
Estate Planning
Our estate planning service creates comprehensive strategies for asset distribution and tax efficiency. We coordinate with legal professionals to establish trusts, develop gift tax strategies, and implement business succession plans. The service includes trust administration, fiduciary tax preparation, and periodic plan reviews to ensure alignment with changing family circumstances and evolving tax laws.
Financial Planning
We provide holistic financial planning covering retirement strategies, investment analysis, and risk assessment. Our approach integrates tax planning with portfolio management to optimize after-tax returns. Services include retirement income distribution planning, Roth IRA conversion analysis, and comprehensive budget evaluations to help clients achieve long-term financial independence through strategic wealth preservation techniques.
IRS Representation
As IRS-authorized Enrolled Agents, we provide professional representation for audit defense and tax dispute resolution. Our services include negotiating payment plans, challenging tax assessments, and resolving compliance issues. We handle all IRS communications, ensuring proper documentation and advocating for favorable outcomes while protecting clients' rights throughout the audit and appeals processes.
People
Jeffrey Housman
Enrolled Agent | Tax Professional
With 39 years of experience in tax and financial services, Jeffrey Housman is a respected Enrolled Agent and former banking industry tax expert. He specializes in complex tax planning, estate strategies, and IRS representation, maintaining active memberships in multiple professional tax organizations.
Questions
What tax services do you offer for individuals?
We provide comprehensive individual tax services including return preparation, audit representation, back tax resolution, and strategic tax planning to minimize liabilities while maximizing deductions and credits.
How can you help with IRS tax problems?
We specialize in IRS audit defense, lien and levy releases, payment plan negotiations, and offer-in-compromise submissions to resolve back tax issues while ensuring ongoing compliance.
Do you offer estate planning services?
Yes, we provide estate planning strategies including trust administration, gift tax planning, and asset distribution frameworks that align with current tax laws and individual client needs.
What financial planning services are available?
Our financial planning includes retirement strategies, investment analysis, risk assessment, and tax-efficient wealth transfer plans tailored to individual financial goals and life circumstances.
Are you available for initial consultations?
We offer free initial consultations to discuss your specific tax, accounting, or financial planning needs and determine how we can best assist you.
