Bruce Gleason from Gleason Tax Advisory

Happier, Healthier & Less Stressed

At Gleason Tax Advisory, Bruce Gleason’s mission is to help you lead a happier, healthier, and less stressed life. These three simple ideals guide everything we do. When decisions are made with your well-being in mind, the outcomes are sound and informed. Our goal is to provide you with expert tax guidance that aligns with these principles, ensuring a smoother financial journey.

Bruce Gleason

Bruce Gleason, our founder, is a proud lifelong resident of Chautauqua County, NY. After graduating from Chautauqua Central School in 1994, he pursued higher education, earning an associate degree from Jamestown Community College in 1996 and a bachelor’s degree from SUNY Geneseo in 1998. With over a decade of experience in the financial services industry, Bruce’s expertise spans from mortgage lending to retirement account management. His passion for helping people led him to become an Enrolled Agent, specializing in tax advisory services.

Bruce is also a licensed life and health insurance agent, with a particular focus on health and Medicare planning. His approach is centered on eliminating surprises and providing thoughtful planning to help clients achieve both short-term and long-term goals. Since 2002, Bruce has lived in Jamestown, NY, with his wife Elizabeth Gleason, a local business owner and artist. Together, they are dedicated to supporting their clients and the community, building a brighter future for all.

Bruce actively contributes to his community, having served on the Prendergast Library Board and as the treasurer for the Jamestown Lions Club fund. He is also a proud member of the National Association of Tax Professionals (NATP). At Gleason Tax Advisory, we are here to support you every step of the way toward a more balanced and fulfilling financial life.