Tax Preparation, Insurance, Payroll, Medicare and Business Advisement in Jamestown NY
A practical approach for Western New York business owners Running a small business in Western New York means wearing a lot of hats—and sometimes, that includes facing an audit. Whether it’s federal, state, or local, an audit doesn’t have to feel … [Read more...] about Audit Survival Guide for Small Businesses
Whether you’re building your career, raising a family, or planning for retirement here in Jamestown, understanding a few core financial concepts can make everyday decisions easier — and help you feel happier, healthier, and far less stressed about … [Read more...] about 4 Financial Concepts Everyone in Jamestown, NY Should Know
What You Need to Know Personally Identifiable Information—commonly called PII—includes any data that can identify you or link directly to you. This may include your name, address, phone number, Social Security number, bank details, credit card … [Read more...] about Protecting Your Personally Identifiable Information (PII)
Beginning in 2025, a new federal children’s investment account was created to help families build long-term savings for their kids. For children born between January 1, 2025 and December 31, 2028, the federal government will provide a one-time … [Read more...] about Federal Investment Account for Newborns Includes $1,000 Government Contribution
What It Means for WNY Business Owners Helping Western New York Entrepreneurs Keep More of What They Earn If you own a small business in Western New York—whether it’s a sole proprietorship, partnership, LLC, or S corporation—there’s great news … [Read more...] about Qualified Business Income (QBI) Deduction Now Permanent
Why Taking the First Step Matters for Your Business and Your Future When someone asks what we do at Gleason Tax Advisory, the real answer is more than taxes. It’s more than payroll. It’s more than business strategy or life insurance planning. What … [Read more...] about Planting the Seeds of Financial Confidence
