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.
5
2018-10-08T16:01:59-04:00
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.
https://gleasontaxadvisory.com/testimonials/pats-at-chautauqua/
