Gleason Tax Advisory
Happier, Healthier & Less Stressed
These three ideals we strive for because these are the only things we have to consider in life. If we base our decisions on these ideals we make informed and sound decisions. Everything we do for our clients is to guide them along this ideal path.
Bruce is a lifelong resident of Chautauqua County, NY. He graduated from Chautauqua Central School in 1994, moving on to earn his Associates’s degree from Jamestown Community College in 1996 and later received his Bachelor’s degree from SUNY Geneseo in 1998. After College, Bruce spent a decade assisting people in obtaining mortgages and loans. He worked in the financial services industry, setting up and advising clients on retirement accounts and strategies. Working for a local tax and financial advising company, he became an enrolled agent before starting his firm.
Bruce is a licensed life and health agent and continues to assist clients in getting health and Medicare insurance. He focuses on planning to prevent any surprises and make clients’ life changes less stressful by dedicating the time to fulfill their short and long-term goals. He has lived in Jamestown, NY, since 2002 with his wife Elizabeth Gleason, who owns a web and graphic design studio, Tint Press. Both are dedicated to their clients and community in trying to build a better future for all.
Janine brings a wealth of knowledge to our firm and specializes in bookkeeping, sales tax, Quickbooks Online, payroll, payroll audits and preparing personal tax returns. She effectively assists and guides small business owners to be more efficient and effective in their business while helping relieve stress in their lives. Janine has worked in the accounting and tax services industry since 2010 and the financial services industry since 2006.
She loves spending time with her family, attending her children’s school sports games, building puzzles, gardening, cooking, and shopping at local businesses in her free time. Janine resides in Jamestown with her husband Robert, two daughters, two step-sons and several pets. She holds a Bachelor’s Degree from SUNY Fredonia and is a licensed NYS life insurance agent.