BUSINESS ADVISORY

I have been grooming dogs for 18 years. I recently made a few changes in my career and was in need of some assistance regarding taxes, retirement, etc. Bruce was recommended to me, so I made an appointment to talk with him. I found him very easy to talk to and liked the manner in which he explained the answers to all my questions. I have been with Bruce for a few years now, and he is always glad to lend a hand whenever I need him. I cannot say enough about Gleason Tax Advisory, so glad I found them!!

In January of 2017, I took the shop over from Pat and had to do all of the required steps to establish the LLC, paperwork for NYS, payroll, etc. Through the guidance and support of Gleason Tax Advisory, I was able to plan ahead in the fall of 2016 to be sure that when I took the shop over, the transition would go smoothly… I can have the peace of mind that Gleason Tax Advisory is watching out for me and taking care of things behind the scenes so that I can operate a successful business. I never have to worry that I’m missing something or that at the end of the year, I’ll have to scramble to figure things out. We keep on track and can project out what my needs will be.

I heard about Gleason Tax Advisory from a dear friend who knew my struggles with my husband filing our own taxes. We were searching for friendly, fair pricing, easy to communicate with, and help organizing! I have to say Gleason Tax Advisory has been great with all of the above and we are very happy with our choice to go with them for our business needs.

Gleason Tax Advisory has been instrumental in the financial health of my architectural firm. They have advised us on strategies to form a solid financial basis over the last couple of years. Bruce… provided us the kind of complete and comprehensive knowledge and advice that is above and beyond our previous experiences with strictly accounting firms. His background in business organization, insurance and taxation issues have been invaluable to my firm’s progress

Gleason Tax Advisory is very knowledgeable in many areas. As a self-employed business owner I have needed to make decisions about many different areas of business. One particular and very important area to me was making the right decision for our health insurance choice for my business and family. He offered suggestions and completed the enrollment for me. His knowledge could not have been appreciated more! 

When my business partner (who was himself a CPA) passed away, I was lost trying to handle my business alone. Bruce literally walked in the door and said, “What can I do to help?” Not only is he now a great friend, but also an integral part of my business. I could not run my business without Bruce. I’m a “creative,” and I know nothing about tax laws, bookkeeping, nor money management. Bruce has helped me every step of the way!

Bruce and everyone at Gleason Tax Advisory are awesome! Not only do they know their stuff when it comes to taxes, they’re also great at business advising and just all the little things that individuals need to know about financial planning for their lives. Very friendly and accessible. Always willing to sit down and just chat about life or whatever. I highly recommend them.”

We have chosen Gleason Tax Advisory for all our accounting… needs and are very happy with the service and attention we get from Bruce…  They are always ready to help with whatever comes along. We always feel that we have Bruce’s undivided attention when we meet with him.

When we decided to open our own business, we knew we would need help with taxes and reporting. A close friend, who also owns his own business, told us about Gleason Tax Advisory. We made a phone call and set up an appointment to meet with Bruce… we instantly decided to hire them. They are very helpful, supportive and take the time to make sure that you understand and are always available at any time to answer any questions we may have. Gleason Tax Advisory is a great asset to our team and we would recommend Gleason Tax Advisory to anyone venturing out and starting their own business, or if you have an existing business. You won’t be disappointed.

Gleason Tax Advisory has been a one-stop shop for our tax and business advisory needs… extremely helpful, making our job easier and allowing us to focus on what we do best. We can’t thank them enough for all they do.

have been wonderful to us since they went into business. Bruce is very knowledgeable and has always been able to answer any questions we have had. I know when Bruce takes care of our business taxes and other financial needs, everything is done correctly and timely and it truly does give us “peace of mind” that they are there for us if we ever have any issues. Our employees love their payroll service, they like the emailed pay stubs and the prompt transfer of paycheck to their account. Overall, fantastic and we will continue using them for many more years.