Services

Gleason Tax Advisory Services

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

TAX SERVICES Tax Preparationin Jamestown, NY Accurate, personalized tax preparation for individuals and small business – with guidance you can count on year-round. Schedule an Appointment What to Bring Personal Support Work directly with Bruce Gleason, EA. Federal & State We prepare and file your federal and New York returns. Individuals & Businesses From simple…

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Payroll Services

PAYROLL SERVICES Small Business PayrollWithout the Headaches. From calculating payroll to tax filing and year-end reporting, we help keep your business on track with straightforward payroll services and local support Get Started with Payroll Payroll Login Local support. Simple payroll. Less stress. Easy online payroll payroll tax filing Direct deposit local support WHAT WE HANDLE…

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Business Advisory

BUSINESS ADVISORY Run Your Business With More Confidence Practical guidance for small business owners – from bookkeeping and cash flow to taxes, payroll and everyday decisions. how we help Support for Every Stage of Business Whether you’re just getting started or looking to improve and grow, we provide practical advice and hands-on support tailored to…

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Medicare

MEDICARE GUIDANCE IN JAMESTOWN, NY Medicare Doesn’t Have To Be Complicated. Get clear, personalized Medicare guidance from Bruce Gleason, EA. Bruce helps individuals and families in Jamestown, NY and throughout Western New York navigate Medicare with confidence – no pressure, just honest answers and one-on-one support. Schedule an Appointment Explore the Portal Local Guidance One-on-One…

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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…

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Plan Your Retirement with Confidence in Jamestown, NY & Chautauqua County

Thinking About Retirement? Retirement is one of life’s biggest milestones—but it can also bring big questions. How will taxes impact your income? When should you enroll in Medicare? What’s the smartest way to draw down savings? At Gleason Tax Advisory in Jamestown, NY, we help residents of Chautauqua County and the surrounding area create retirement…

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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…

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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…

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Make an appointment for
Taxes, Business Advising, Insurance below…

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Drop-Off Hours

Thursday ONLY
10-Noon and 2-4 PM

Portal

Portal

Upload your paperwork with
your phone or computer to our portal.

In Person Tax Preparation Meeting

In-Person

1-on-1 meeting with Bruce for
tax planning, payroll, business advising or Medicare.

Virtual Tax Prep Meeting

Virtual

Book a virtual meeting with Bruce for
tax planning, payroll, business advising or Medicare.

🍂 Office Closed October 16–25 for Fall Vacation. We’ll reopen Monday, October 26!

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