Gleason Tax Advisory Services
The firm, located in Jamestown, NY, provides Tax Preparation, Accounting and Advisory services for small businesses and individuals.
Tax Preparation & Planning
Bruce Gleason is an enrolled agent and provides Tax Preparation and Advisory throughout the year. In-Person, No Contact and Virtual Options are available. Bruce takes the time to learn and understand his client’s needs and will advise and prepare him for this year’s taxes and help plan for next year.
Medicare
If you find the Medicare online sign-up format overwhelming, Gleason Tax Advisory is here to help. We provide one-on-one professional service to make you feel confident in your policy decision. Also, there is no out-of-pocket cost to sit down and discuss your Medicare costs with us.
Insurance
Having options for life, disability, long-term care, or health insurance can mean the difference between making it through and having no options. Gleason Tax Advisory can help you with Life Insurance, Disability Insurance, and Health Insurance.
Bookkeeping
The team at Gleason Tax Advisory organizes your finances as little or as much as you need. We ensure your books are up to date so your business grows.
Business Advisory
Our consultation services are tailored to your specific needs so you can maximize your business potential and reduce stress about those things that may be out of your comfort zone.
Payroll
Our online payroll system offers direct deposit or manual checks and easy access to reports. Employees have secure online access to their paystubs and history.
Drop-Off Hours
THURSDAY ONLY
10:00 am-12:00 pm
2-4 pm
No Contact
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.