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Gleason Tax Advisory

Tax Preparation, Insurance, Payroll, Medicare and Business Advisement in Jamestown NY

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Tax Planning

Tax Planning

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.

TAX PORTAL

Drop-Off Hours

Now thru April 18th
Mon & Tues: 4-6 pm
Thur & Sat: 10 am-noon

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Upload your paperwork with your phone or computer to our new portal!

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In-Person

Hour Meeting
Visit the office for a 1-on-1 meeting with Bruce. Limited spots are open.

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Book a virtual meeting with Bruce to get your taxes done.

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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.

What Should You Bring To Your Tax Appointment

Yearly Tax Calendar – Stay up to date with filing and important dates

Check IRS Refund | NY State Refund

Tax Planning Articles from our General Ledger Blog

<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. 

From our Clients…

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.

Bob Henshaw, Owner
Bob's Power Sports & Autos

Gleason Tax Advisory
5
2019-02-01T15:05:58-05:00

Bob Henshaw, Owner
Bob's Power Sports & Autos

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.

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 and Janine. After talking with Bruce and Janine, 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.”

Shawn and Kimberly Morrison

Owner, Hammer's Transmission and Auto Repair

Gleason Tax Advisory
5
2019-06-28T14:40:22-04:00

Shawn and Kimberly Morrison

Owner, Hammer's Transmission and Auto Repair

“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 and Janine. After talking with Bruce and Janine, 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.”

The Art of Flavors Mexican Restaurant

“We are a small family-owned business with little experience when it comes to accounting. However, since I was put in contact with Bruce..., I have had such an amazing experience. Not only have they guided me every step of the way, they are also affordable and communication has always been their top priority which we can all agree makes things even better!”

Javier and Jenniffer Santiago
Owners

Gleason Tax Advisory
5
2022-01-19T11:40:05-05:00

Javier and Jenniffer Santiago
Owners

“We are a small family-owned business with little experience when it comes to accounting. However, since I was put in contact with Bruce..., I have had such an amazing experience. Not only have they guided me every step of the way, they are also affordable and communication has always been their top priority which we can all agree makes things even better!”

Stillwater Feeds

“Al and I started having Bruce.. do our personal taxes several years ago when Bruce stopped in at Stillwater Feeds to buy dog food. He was so easy to work with, courteous, helpful, and always available.  This year he will be doing taxes for our new company. I recommend Gleason Tax Advisory for anyone. They make you feel like they really care. Thanks Bruce."

 

Judy Haller

Gleason Tax Advisory
5
2019-03-01T11:26:32-05:00

Judy Haller

“Al and I started having Bruce.. do our personal taxes several years ago when Bruce stopped in at Stillwater Feeds to buy dog food. He was so easy to work with, courteous, helpful, and always available.  This year he will be doing taxes for our new company. I recommend Gleason Tax Advisory for anyone. They make you feel like they really care. Thanks Bruce."  
Julia's Balloon Decor

Julia’s Balloon Decor

“I give Gleason Tax Advisory 5 stars... I would give them a try, and I am so glad I did! ... has been so supportive during my journey as a small business owner and has answered any questions I have had.... I did it all from the comfort of my own home. hank You!”

 

 

Julia Perez, Owner

Gleason Tax Advisory
5
2022-10-12T11:51:08-04:00

Julia Perez, Owner

Julia's Balloon Decor
“I give Gleason Tax Advisory 5 stars... I would give them a try, and I am so glad I did! ... has been so supportive during my journey as a small business owner and has answered any questions I have had.... I did it all from the comfort of my own home. hank You!”    

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.”

 

 

Dave and Debbie Bush
Owners

Gleason Tax Advisory
5
2020-03-22T11:55:23-04:00

Dave and Debbie Bush
Owners

“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.”    

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.”

Donald Harrington
Owner

Gleason Tax Advisory
5
2021-03-24T12:24:11-04:00

Donald Harrington
Owner

“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.”

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!"

Ron Miller
Eagle Zip, Owner

Gleason Tax Advisory
5
2018-12-04T13:44:54-05:00

Ron Miller
Eagle Zip, Owner

"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!"

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.

Sam Fitch, Co-Owner and General Manger of AJ Texas Hots

Gleason Tax Advisory
5
2018-10-08T12:02:19-04:00

Sam Fitch, Co-Owner and General Manger of 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.

Robert & Linda Kelly

"It was great to schedule an appointment online. Our appointment with Bruce was very professional but cordial as well. Our taxes were done in a snap right before our eyes. Highly recommend their services!"


Robert & Linda Kelly

Gleason Tax Advisory
5
2018-10-08T12:14:06-04:00

Robert & Linda Kelly

"It was great to schedule an appointment online. Our appointment with Bruce was very professional but cordial as well. Our taxes were done in a snap right before our eyes. Highly recommend their services!"

Linda and Debra Doverspike

"Very knowledgeable and friendly. Reasonable fees."


Linda and Debra Doverspike

Gleason Tax Advisory
5
2018-10-08T12:20:59-04:00

Linda and Debra Doverspike

"Very knowledgeable and friendly. Reasonable fees."

Peter and Julie Hatch Jr

"Friendly, reliable people to work with!"

Peter & Julie Hatch, Jr

Gleason Tax Advisory
5
2018-10-08T12:35:12-04:00

Peter & Julie Hatch, Jr

"Friendly, reliable people to work with!"

Darlene Brace

"All the employees were very knowledgeable and very friendly and easy to talk to. I felt very comfortable there. Also, it's a lot cheaper from where I was going before."

Darlene Brace

Gleason Tax Advisory
5
2018-10-08T12:37:17-04:00

Darlene Brace

"All the employees were very knowledgeable and very friendly and easy to talk to. I felt very comfortable there. Also, it's a lot cheaper from where I was going before."

Black Gold Paving

“I'm so glad to have Bruce... of Gleason Tax Advisory as my company's go to friends. They are always there for me as a person and my company, so for that I thank you!“

Ken Morley, Owner
Black Gold Paving

Gleason Tax Advisory
5
2019-04-11T09:00:34-04:00

Ken Morley, Owner
Black Gold Paving

“I'm so glad to have Bruce... of Gleason Tax Advisory as my company's go to friends. They are always there for me as a person and my company, so for that I thank you!“

Calvin & Sharon Cederquist

"They were very personable and the job was complete and professional."


Calvin & Sharon Cederquist

Gleason Tax Advisory
5
2018-10-08T12:40:38-04:00

Calvin & Sharon Cederquist

"They were very personable and the job was complete and professional."

Tyler and Elyse Henshaw

"The people are very friendly and easy to talk with and ask questions"

Tyler and Elyse Henshaw

Gleason Tax Advisory
5
2018-10-08T15:29:20-04:00

Tyler and Elyse Henshaw

"The people are very friendly and easy to talk with and ask questions"

Walter Church and Diane Allison

"Prompt, efficient, and courteous service. Offered other services as well such as help with obtaining health care, and assistance with social security advice."

Walter Church and Diane Allison

Gleason Tax Advisory
5
2018-10-08T15:30:29-04:00

Walter Church and Diane Allison

"Prompt, efficient, and courteous service. Offered other services as well such as help with obtaining health care, and assistance with social security advice."

Douglas and Christine Kibbe

"Bruce was very friendly, helpful, and professional. He was able to get us a refund when we thought there was little chance of that happening."

Douglas and Christine Kibbe

Gleason Tax Advisory
5
2018-10-08T15:31:32-04:00

Douglas and Christine Kibbe

"Bruce was very friendly, helpful, and professional. He was able to get us a refund when we thought there was little chance of that happening."

Glenn and Sarah Fisher

"Bruce has been doing my taxes for the past 4-5 years and seems to know the tax laws really well."

Glenn and Sarah Fisher

Gleason Tax Advisory
5
2018-10-08T15:31:57-04:00

Glenn and Sarah Fisher

"Bruce has been doing my taxes for the past 4-5 years and seems to know the tax laws really well."

Julia Eppehimer

"Bruce has done my taxes and been my advisor for the past three years. I will continue to go to him because he is friendly and knowledgable, always explains everything to me in detail, and does the absolute best he can to get me the best refund."

Julia Eppehimer

Gleason Tax Advisory
5
2018-10-08T15:32:40-04:00

Julia Eppehimer

"Bruce has done my taxes and been my advisor for the past three years. I will continue to go to him because he is friendly and knowledgable, always explains everything to me in detail, and does the absolute best he can to get me the best refund."

Robert G Carlson

"Great people, very knowledgeable and helpful."

Robert G Carlson

Gleason Tax Advisory
2018-10-08T15:37:48-04:00

Robert G Carlson

"Great people, very knowledgeable and helpful."

Elements Salon & Spa

"I heard about Janine and 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."

Amber Dewey

Gleason Tax Advisory
5
2018-10-08T15:43:28-04:00

Amber Dewey

"I heard about Janine and 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."

Joel Marsh Productions

Bruce and everyone at Gleason Tax Advisory are awesome!  Not only do they know their stuff when it comes to taxes, they're also great at business advising and just all the little things that individuals need to know about financial planning for their lives.  Very friendly and accessible.  Always willing to sit down and just chat about life or whatever.  I highly recommend them."

Joel Marsh

Gleason Tax Advisory
5
2018-10-08T16:08:54-04:00

Joel Marsh

Bruce and everyone at Gleason Tax Advisory are awesome!  Not only do they know their stuff when it comes to taxes, they're also great at business advising and just all the little things that individuals need to know about financial planning for their lives.  Very friendly and accessible.  Always willing to sit down and just chat about life or whatever.  I highly recommend them."

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, book keeping, nor money management. Bruce has helped me every step of the way!"

Rob Sigler

Gleason Tax Advisory
5
2018-10-08T16:10:30-04:00

Rob Sigler

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, book keeping, nor money management. Bruce has helped me every step of the way!"
Cuts for Mutts

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!!"

Nicole Holt

Gleason Tax Advisory
5
2018-10-08T15:53:17-04:00

Nicole Holt

Cuts for 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!!"

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!”

 

J.C.
Owner

Gleason Tax Advisory
5
2021-08-25T15:06:53-04:00

J.C.
Owner

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!”  

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.”

Mark Abbey - Owner

Gleason Tax Advisory
5
2018-10-08T16:06:59-04:00

Mark Abbey - Owner

“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.”
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Gleason Tax Advisory

OPEN DROP-OFF HOURS Mon & Tues 4-6pm or Thur & Sat 10-Noon

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