Gleason Tax Advisory Services
Gleason Tax Advisory, based in Jamestown, NY, offers comprehensive Tax Preparation, Accounting, and Advisory services for individuals and small businesses. Led by Bruce Gleason, an experienced Enrolled Agent, the firm provides year-round support with a personalized approach. Whether you prefer in-person, virtual, or no-contact services, Bruce takes the time to understand your unique financial situation—helping you navigate this year’s taxes while strategically planning for the future.
Tax Preparation
Portal Login Check Irs Refund NY State Refund Let Gleason Tax Advisory ease your tax season stress! With over two decades of experience in the financial and tax field, Bruce Gleason, an enrolled agent in Jamestown, NY, is here to help. Whether you’re an individual taxpayer or a business owner, Bruce is committed to providing…
Payroll Services
Your One-Stop Shop for Payroll Solutions Are your employees feeling frustrated with tax withholdings and seeing lower refunds? Let Gleason Tax Advisory help. If you are unsure about filling out a W4 for employees or navigating 1099s for subcontractors, we’ve got you covered. Our expert, Bruce Gleason, Enrolled Agent, is here to provide the guidance…
Business Advisory
Going out on your own can be a little scary. Here at Gleason Tax Advisory, we can advise you on your business because we run our own. We can help because we have been there. Having someone in your corner can make all the difference. What we try to do is understand you and your…
Medicare
Medicare Portal Book Appointment As you near retirement age, obtaining proper health insurance is essential for your overall well-being. There are many options to consider and Gleason Tax Advisory in Jamestown, New York guides you through the Medicare process. We will assist you in reviewing your current insurance and discover what plan will most effectively…
Insurance
Insurance is a vehicle allowing individuals and businesses to transfer risk from themselves to a larger pool that can absorb a significant loss. If an individual or business self-insures and a loss occur, it can cause catastrophic damage to that individual’s reserve funds. Their ability to continue the business or the lifestyle they once knew…
Thinking About Retirement?
Let’s Make Sure You’re Ready. Retirement is a major life milestone—but navigating Medicare, rising healthcare costs, and changing tax laws can make it feel overwhelming. At Gleason Tax Advisory, we help you see the full picture. Whether you’re a few years away or ready to make the leap now, our retirement planning consultation is designed…
Tax Advocacy
Tax advocating is a cornerstone service offered by Gleason Tax Advisory, led by the seasoned expertise of Bruce Gleason, an enrolled agent dedicated to empowering individuals and businesses through strategic tax advocacy. Navigating the intricate labyrinth of tax laws and regulations can be daunting, often leaving taxpayers feeling overwhelmed and uncertain about their rights and…
Sales Tax Filing
If you own a business in NY State, you need to face the sales tax dilemma. The dilemma is: Does your business need to charge sales tax, and if so, in what instances do you need to collect it? Sales and use tax laws are often complicated and hard to navigate. Because of the intricacies…
Gleason Tax Advisory
Tax Extension Appointments Now Open.
Drop-Off Hours
THURSDAYS ONLY
10 am- noon and 2-4 pm
Portal
Upload your paperwork with
your phone or computer to our portal.
In-Person
1-on-1 meeting with Bruce for
tax planning, payroll, business advising or Medicare.
Virtual
Book a virtual meeting with Bruce for
tax planning, payroll, business advising or Medicare.
