Tax Preparation Time

For the past few years, Gleason Tax Advisory has managed all of our tax needs as well as payroll. We can say, with confidence that we made the right decision to work with Bruce ... They are extremely knowledgeable and are always readily available to answer any questions that may arise. They work hard to ensure we are in compliance with any and all government taxation requirements. They also advise us in developing and implementing our best future financial strategies. We feel secure and trust Gleason Tax Advisory with our business as well as our personal financial needs!

The reason that I switched to Gleason Tax Advisory is very simple. Just, let me say that I was with my previous advisor for over 25 years ( I don’t tend to change easily). Whereas before I would get a tax estimate and advice in December, Bruce started much earlier. First we would discuss my plans in the Spring. Then again in mid-Summer and Fall we would strategize how best to make choices to legitimately pay the least amount of taxes. Finally, we would review our ideas in December. This course of action has given me the peace of mind that I’ve made the best preparations possible.

"Very knowledgeable and friendly. Reasonable fees."

Handling taxes for a new small business is always a daunting task. Bruce... came highly recommended to us by a fellow groomer and we were very eager to try them out. We were very pleased and thankful for all the help with the federal, state and local taxes and everything was done very quickly and professionally! Thank you both for the great service and we will definitely trust your expertise year after year!”  

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 is AMAZING!!!! Outstanding service!!! He goes above and beyond!!!  Unlike many others, he treats his clients like people. Very easy to schedule appointments and very easy to talk to. Cannot recommend enough!!!!

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."

“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.”

"We have chosen Gleason Tax Advisory for all our accounting and payroll 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. "

"The knowledge and guidance that Bruce... provide not just at tax time, but throughout the year has proven invaluable. They are always available to answer questions and offer advice so there are no surprises when April 15th comes around. A great friendly team to work with!"

Gleason Tax Advisory was recommended to me by a fellow small business owner. I was overwhelmed with trying to find a new accountant as the one I had used for years was retiring. I was very satisfied with the transition and the attention I received from Gleason Tax Advisory... I am very satisfied with their continued dedication and availability to help within my business model.

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."

...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.

“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.”

"Bruce has been doing my taxes for the past 4-5 years and seems to know the tax laws really well."

"I knew Gleason Tax Advisory would be the perfect fit. They handled everything from payroll and insurance contacts to good advice. I consider them friends and that’s exactly what my small business needs.”

As Josh's mom in charge of all the day to day office work. I knew we needed to make another upgrade which is a rather difficult one choosing a new accountant. I had no doubt they were going to be our new accountants. Bruce couldn't have made me feel more comfortable answering all my questions big or small. We've only been with them for a short time, but it's been absolutely great. Bruce went right to work on the year end taxes.... I know I made a great decision choosing Gleason Tax Advisory for all our financial needs for many years to come.

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!!"

“Gleason Tax Advisory was recommended to us after our bookkeeper retired. Finding someone that we were comfortable with and trusted was a big decision... We are starting our second year with them. We are very happy that we made the right decision. We would highly recommend Gleason Tax Advisory to everyone.”    

We have been using Gleason Tax Advisory since they opened. Their level of understanding and knowledge has been invaluable in bringing our payroll, tax and bookkeeping into the 21st century. Bruce... exceptional at people skills and make everything so simple. Their partnerships with companies that can seamlessly transition your bookkeeping into an online cloud-based platform makes it easy to collaborate with them without being in their office.