
Let Gleason Tax Advisory Prepare Your Taxes
Every year April 15th sneaks up on us. We always have the best intentions for tax planning and being ready for the year. Get all our receipts gathered, W2s and 1099’s in order and walk into the tax appointment ready. The issue is always the uncertainty that we may owe a ton in tax. The stress is always there, even if nothing has changed from the previous year.

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Tax planning takes away that uncertainty with a better understanding of what that raise will do to your tax liability.
What will happen because you cashed in that 401k? How will retirement affect your bottom line? Gleason Tax Advisory offers a full range of planning tools. Our firm makes your upcoming tax filing less stressful and more accurate. Tax planning allows us to potentially reduce any tax burden looming on the horizon before the close of the tax year. If there are any changes in income, job status, a family status that have happened or are about to happen give us a call and we can formulate a plan.
Tax Planning Articles from our General Ledger Blog
Improperly Forgiven PPP Loans Taxable
One of the primary benefits of the Paycheck Protection Program (PPP) loans to help businesses keep their workforce employed during the COVID-19 pandemic was that many eligible borrowers qualified to have their loans forgiven, and the forgiveness is not taxed. However, there were some instances where borrowers had their loans forgiven despite not being eligible…
<strong>IRS Crackdown on Crypto Continues</strong>
Last year’s crash in cryptocurrency prices has many Americans souring on digital assets as an investment. Still, the IRS continues to expand its efforts to locate taxpayers who are using cryptocurrency to avoid taxation. The COVID-19 pandemic slowed down the agency’s Virtual Currency Compliance Campaign, but the IRS is once again ramping up its enforcement…
Continue Reading <strong>IRS Crackdown on Crypto Continues</strong>
<strong>Extension of expanded eligibility for the premium tax credit</strong>
The American Rescue Plan Act of 2021 (ARPA) expanded eligibility for the premium tax credit (PTC) by eliminating the phaseout for households with annual incomes of more than 400% of the federal poverty line for 2021 and 2022. The PTC is a refundable credit that helps you pay your premiums for health insurance purchased through…
Continue Reading <strong>Extension of expanded eligibility for the premium tax credit</strong>
What sets Gleason Tax Advisory apart from all the other tax planning firms?
The most straightforward answer is that we take the time to learn and understand our clients to advise them from the ground up. Some clients need a simple tax return prepared, and we can do that, but we also can look at the client as a whole and determine how to make their financial life much easier. We spent many years in the financial services and tax industry, learning about every aspect of a client’s potential financial landscape. Having been licensed or currently licensed in property and casualty insurance, life, long-term care, disability and health insurance, mortgage lending, financial advising, Medicare supplements, payroll, sales tax, bookkeeping and tax and accounting gives our firm the unique perspective to look at our clients as a whole and not just a part of the whole.
We work with the client and current advisors to give the best advice possible and continue to look at ways to simplify processes and streamline results. Our goal is not to overwhelm clients but to seek common ground to determine what makes the most sense now and long into the future. In an ever-changing world, we strive to be an ally to interpret those changes into a clear and defined plan for success.