Tax planning alleviates uncertainty by providing a clearer understanding of how various financial decisions impact your tax liability. Wondering about the ramifications of a raise? Curious about the effects of cashing in your 401k or planning for retirement? Gleason Tax Advisory offers an array of planning tools to address these concerns. Our firm specializes in making tax filing less stressful and more precise.
With tax planning, we can potentially mitigate looming tax burdens before the end of the tax year. Whether it’s a change in income, job status, or family dynamics, Bruce Gleason is ready to formulate a tailored plan to navigate these transitions effectively.
Gleason Tax Advisory
2025 Tax Appointments Now Open.
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10:00 am-12:00pm
2-4 pm
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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.
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Book a virtual meeting with Bruce for tax planning, payroll, business advising or Medicare.
What distinguishes Gleason Tax Advisory from other tax planning firms?
It’s our commitment to understanding our clients and advising them comprehensively. While some may only require basic tax return preparation, we take a holistic approach, examining every aspect of our clients’ financial lives to simplify and enhance their overall financial well-being.
With years of experience in various financial services, including insurance, mortgage lending, financial advising, and payroll, among others, Bruce offers a unique perspective.
Our objective is not to overwhelm clients but to find common ground and devise practical, sustainable strategies for the present and the future. In a constantly evolving landscape, we aim to be a trusted ally, interpreting changes and crafting clear, actionable plans for long-term success.
Tax Planning Articles – View All
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Update on New Form 1099-K Reporting Requirements
The IRS has postponed the new Form 1099-K reporting requirements once again. …
Turning 73?
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Do you know if you’re an employee or an independent contractor? Do …
Bush and Son’s Collision Testimonial
“Gleason Tax Advisory was recommended to us after our bookkeeper retired. Finding someone that we were comfortable with and trusted was a big decision... We are starting our second year with them. We are very happy that we made the right decision. We would highly recommend Gleason Tax Advisory to everyone.”
Gleason Tax Advisory
2020-03-22T11:55:23-04:00
Dave and Debbie Bush
Owners
https://gleasontaxadvisory.com/testimonials/bush-and-sons-collision-testimonial/
Pike’s Auto Repair
As Josh's mom in charge of all the day to day office work. I knew we needed to make another upgrade which is a rather difficult one choosing a new accountant. I had no doubt they were going to be our new accountants. Bruce couldn't have made me feel more comfortable answering all my questions big or small. We've only been with them for a short time, but it's been absolutely great. Bruce went right to work on the year end taxes.... I know I made a great decision choosing Gleason Tax Advisory for all our financial needs for many years to come.
Gleason Tax Advisory
2021-03-17T12:12:10-04:00
Debi Pike, Office Manager
Josh Pike, Owner
https://gleasontaxadvisory.com/testimonials/pikes-auto-repair/
Harrington Architecture
“Gleason Tax Advisory has been instrumental in the financial health of my architectural firm. They have advised us on strategies to form a solid financial basis over the last couple of years. Bruce... provided us the kind of complete and comprehensive knowledge and advice that is above and beyond our previous experiences with strictly accounting firms. His background in business organization, insurance and taxation issues have been invaluable to my firm’s progress.”
Gleason Tax Advisory
2021-03-24T12:24:11-04:00
Donald Harrington
Owner
https://gleasontaxadvisory.com/testimonials/harrington-architecture/
Tanner’s Garage
...have been wonderful to us since they went into business. Bruce is very knowledgeable and has always been able to answer any questions we have had. I know when Bruce takes care of our business taxes and other financial needs, everything is done correctly and timely and it truly does give us “peace of mind” that they are there for us if we ever have any issues. Our employees love their payroll service, they like the emailed pay stubs and the prompt transfer of paycheck to their account. Overall, fantastic and we will continue using them for many more years.
Gleason Tax Advisory
2018-10-08T15:39:17-04:00
Michael Unger - owner
https://gleasontaxadvisory.com/testimonials/tanners-garage/
April J. Hair Design
Gleason Tax Advisory was recommended to me by a fellow small business owner. I was overwhelmed with trying to find a new accountant as the one I had used for years was retiring. I was very satisfied with the transition and the attention I received from Gleason Tax Advisory... I am very satisfied with their continued dedication and availability to help within my business model.
Gleason Tax Advisory
2019-12-30T16:00:23-05:00
April Schobey
Owner
https://gleasontaxadvisory.com/testimonials/april-j-hair-design/
Rob Sigler Photography
When my business partner (who was himself a CPA) passed away, I was lost trying to handle my business alone. Bruce literally walked in the door and said, "What can I do to help?" Not only is he now a great friend, but also an integral part of my business. I could not run my business without Bruce. I'm a "creative," and I know nothing about tax laws, bookkeeping, nor money management. Bruce has helped me every step of the way!"
Gleason Tax Advisory
2018-10-08T16:10:30-04:00
When my business partner (who was himself a CPA) passed away, I was lost trying to handle my business alone. Bruce literally walked in the door and said, "What can I do to help?" Not only is he now a great friend, but also an integral part of my business. I could not run my business without Bruce. I'm a "creative," and I know nothing about tax laws, bookkeeping, nor money management. Bruce has helped me every step of the way!" 
https://gleasontaxadvisory.com/testimonials/rob-sigler-photography/
Bella Vista Campground
For the past few years, Gleason Tax Advisory has managed all of our tax needs as well as payroll. We can say, with confidence that we made the right decision to work with Bruce ... They are extremely knowledgeable and are always readily available to answer any questions that may arise. They work hard to ensure we are in compliance with any and all government taxation requirements. They also advise us in developing and implementing our best future financial strategies. We feel secure and trust Gleason Tax Advisory with our business as well as our personal financial needs!
Gleason Tax Advisory
2022-07-27T11:54:04-04:00
Carmelo and Theresa Mazzurco
Owners
https://gleasontaxadvisory.com/testimonials/bella-vista-campground/
Husky Enterprises
"I knew Gleason Tax Advisory would be the perfect fit. They handled everything from payroll and insurance contacts to good advice. I consider them friends and that’s exactly what my small business needs.”
Gleason Tax Advisory
2020-01-27T10:01:13-05:00
Al Laska, Owner
https://gleasontaxadvisory.com/testimonials/husky-enterprises/
Cuts fur Mutts
I have been grooming dogs for 18 years. I recently made a few changes in my career and was in need of some assistance regarding taxes, retirement, etc. Bruce was recommended to me, so I made an appointment to talk with him, I found him very easy to talk to and liked the manner in which he explained the answers to all my questions. I have been with Bruce for a few years now and he is always glad to lend a hand whenever I need him. I cannot say enough about Gleason Tax Advisory, so glad I found them!!"
Gleason Tax Advisory
2018-10-08T15:53:17-04:00
Nicole Holt
https://gleasontaxadvisory.com/testimonials/cuts-fur-mutts/
Bob’s Power Sports
Gleason Tax Advisory is our personal and business tax service. They do much more than just taxes and are ALWAYS friendly and happy to help with anything we ask. I personally like the way they've gotten to know us and can relate to us and our business. We would recommend Gleason Tax Advisory to ANYONE! I do my business pretty darn good and they do theirs GREAT! Thanks Gleason Tax Advisory.
Gleason Tax Advisory
2019-02-01T15:05:58-05:00
Bob Henshaw, Owner
Bob's Power Sports & Autos
https://gleasontaxadvisory.com/testimonials/bobs-power-sports/
Mazany Contract Interiors
"We have chosen Gleason Tax Advisory for all our accounting and payroll needs and are very happy with the service and attention we get from Bruce... They are always ready to help with whatever comes along. We always feel that we have Bruce’s undivided attention when we meet with him. "
Gleason Tax Advisory
2018-10-08T15:41:36-04:00
Ron and Monica Mazany
https://gleasontaxadvisory.com/testimonials/mazany-contract-interiors/
Chautauqua Wearhouse
In January of 2017, I took the shop over from Pat and had to do all of the required steps to establish the LLC, paperwork for NYS, payroll, etc. Through the guidance and support of Gleason Tax Advisory, I was able to plan ahead in the fall of 2016 to be sure that when I took the shop over, the transition would go smoothly... I can have the peace of mind that Gleason Tax Advisory is watching out for me and taking care of things behind the scenes so that I can operate a successful business. I never have to worry that I’m missing something or that at the end of the year, I’ll have to scramble to figure things out. We keep on track and can project out what my needs will be."
Gleason Tax Advisory
2018-10-08T15:58:24-04:00
Ruth Nelson, Chautauqua Wearhouse
https://gleasontaxadvisory.com/testimonials/chautauqua-wearhouse/
Millennium Mason Contracting
"Gleason Tax Advisory has been a one stop shop for our tax, payroll and business advisory needs... extremely helpful making our job easier and allowing us to focus on what we do best. We can’t thank them enough for all they do.”
Gleason Tax Advisory
2018-10-08T12:28:14-04:00
Millennium Mason Contracting
https://gleasontaxadvisory.com/testimonials/millennium-mason-contracting/
Abbey Landscaping
“I met Bruce about a year and a half ago as I was beginning to really lay the groundwork for starting my own landscaping business. Like many new business owners, I was familiar with the trade, but not the bookkeeping and tax side of running a business. Gleason Tax Advisory has really helped me in figuring out what I need to be keeping track of as well as suggesting various methods to keep track of those things. They have been easy to work with, helpful, and prompt in responding to all of the questions that I have had. It’s good to know that I can turn to Gleason Tax Advisory as my business grows and new challenges come up.”
Gleason Tax Advisory
2018-10-08T16:06:59-04:00
Mark Abbey - Owner
https://gleasontaxadvisory.com/testimonials/abbey-landscaping/
Shawn and Kimberly Morrison
“When we decided to open our own business, we knew we would need help with taxes and reporting. A close friend, who also owns his own business told us about Gleason Tax Advisory. We made a phone call and set up an appointment to meet with Bruce... we instantly decided to hire them. They are very helpful, supportive and take the time to make sure that you understand and are always available at any time to answer any questions we may have. Gleason Tax Advisory is a great asset to our team and we would recommend Gleason Tax Advisory to anyone venturing out and starting their own business, or if you have an existing business. You won’t be disappointed.”
Gleason Tax Advisory
2019-06-28T14:40:22-04:00
Shawn and Kimberly Morrison
Owner, Hammer's Transmission and Auto Repair
https://gleasontaxadvisory.com/testimonials/shawn-and-kimberly-morrison/
Eagle Zip
"The knowledge and guidance that Bruce... provide not just at tax time, but throughout the year has proven invaluable. They are always available to answer questions and offer advice so there are no surprises when April 15th comes around. A great friendly team to work with!"
Gleason Tax Advisory
2018-12-04T13:44:54-05:00
Ron Miller
Eagle Zip, Owner
https://gleasontaxadvisory.com/testimonials/eagle-zip/
Doggy Stylez Dog Grooming
Handling taxes for a new small business is always a daunting task. Bruce... came highly recommended to us by a fellow groomer and we were very eager to try them out.
We were very pleased and thankful for all the help with the federal, state and local taxes and everything was done very quickly and professionally! Thank you both for the great service and we will definitely trust your expertise year after year!”
We were very pleased and thankful for all the help with the federal, state and local taxes and everything was done very quickly and professionally! Thank you both for the great service and we will definitely trust your expertise year after year!”
Gleason Tax Advisory
2021-08-25T15:06:53-04:00
J.C.
Owner
https://gleasontaxadvisory.com/testimonials/doggy-stylez-dog-grooming/
Elements Salon & Spa
"I heard about Gleason Tax Advisory from a dear friend who knew my struggles with my husband filing our own taxes. We were searching for friendly, fair pricing, easy to communicate with, and help organizing! I have to say Gleason Tax Advisory has been great with all of the above and we are very happy with our choice to go with them for our business needs."
Gleason Tax Advisory
2018-10-08T15:43:28-04:00
Amber Dewey
https://gleasontaxadvisory.com/testimonials/elements-salon-spa/
AJ Texas Hots
We have been using Gleason Tax Advisory since they opened. Their level of understanding and knowledge has been invaluable in bringing our payroll, tax and bookkeeping into the 21st century. Bruce... exceptional at people skills and make everything so simple. Their partnerships with companies that can seamlessly transition your bookkeeping into an online cloud-based platform makes it easy to collaborate with them without being in their office.
Gleason Tax Advisory
2018-10-08T12:02:19-04:00
Sam Fitch, Co-Owner and General Manger of AJ Texas Hots
https://gleasontaxadvisory.com/testimonials/aj-texas-hots/
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Gleason Tax Advisory
