Tax Services
Clear Tax Guidance.
Year-Round
We provide personalized tax preparation, planning, sales tax filing and tax advocacy for individuals and small businesses in Western New York and Northwestern Pennsylvania.
Enrolled Agent – 20+ Years Experience – Jamestown NY
HOW WE CAN HELP
Tax Services for today – and what comes next.
Tax Preparation
Annual individual and small-business tax return support, handled with care and accuracy.
Tax Planning
Year-round guidance to understand how your financial decisions may affect your taxes.
Sales Tax Filing
We help businesses understand, track and meet their sales-tax filing obligations.
Tax Advocacy
Representation and guidance when dealing with tax authorities, including the IRS and state agencies.
WHY GTA –
Taxes Don’t Happen in a Vacuum.
Bruce Gleason, enrolled agent has more than 20+ years of experience helping individuals and small-business owners. The firm delivers year-round tax planning and preparation services. Whether it’s preparing annual tax returns, advocating on behalf of clients in tax-related matters, devising strategic tax plans, or managing sales tax filings, Gleason Tax Advisory is dedicated to delivering tailored solutions to meet each client’s unique needs.
TAX RESOURCES
Helpful tools and information when you need it.
What to Bring to Your Appointment
Year-round guidance to understand how your financial decisions may affect your taxes.
Client Portal
Year-round guidance to understand how your financial decisions may affect your taxes.
FROM THE GENERAL LEDGER
Practical advice for your taxes, business and financial life.
Don’t Wait Until December: Fall Tax Planning Checklist
When autumn arrives, taxes probably aren’t the first thing on your mind. But September and October can be some of the best months to take a closer look at your tax situation.…
Read More Don’t Wait Until December: Fall Tax Planning Checklist
Understanding Form 1099-K
What Small Business Owners and Online Sellers in Western New York Need to Know If you own a small business in Jamestown, Lakewood, Mayville, or anywhere in Western New York, and sell…
Saving for College
Qualified Tuition (529) Plans Offer More Flexibility Than Ever When most people think of a 529 Qualified Tuition Plan, they think of saving for college. While that’s still one of the biggest…
Ready for clear tax guidance?
Schedule a time with Bruce or securely send your paper through the client portal.