TAX PLANNING
A Better Tax Season Starts with a Plan
Make confident financial decisions throughout the year with personalized guidance from Bruce Gleason, EA.
Happier. Healthier. Less Stressed.
PLANNING FOR WHAT’S NEXT
Life Changes. Your Tax Plan Should Too.
From new opportunities to major milestones, we help you see the tax implications, minimize surprises and make informed decisions for the road ahead.
Income & Career Change
Navigate new job opportunities, bonuses, equity compensation and other income changes with a proactive plan.
Retirement Decisions
Understand the tax impact of retirement accounts, RMDs and withdrawal strategies so you can keep more of what you earned.
Family Milestones
Plan for marriage, children, education expenses and inheritances with strategies that support your long-term goals.
Small Business Planning
Lower your tax liability and create sustainable growth with year-round planning for your business.
A MORE THOUGHTFUL APPROACH
Practical Advice.
Personal Attention.
I’m Bruce Gleason, EA, and I work with individuals, families and business owners who want more than just a yearly tax return. My goal is to help you build a tax strategy that fits your life, your values and your long-term financial goals – with clear advice and ongoing support whenever you need it.
A Simple, collaborative Process
How Tax Planning Works
A straightforward process designed around your goals
Step 1
We’ll discuss your current situation, your goals and any upcoming changes that may impact your taxes.
Step 2
I’ll analyze your options and create a personalized plan with clear recommendations.
Step 3
We’ll implement your strategy and adjust as life changes, so you can stay ahead of what’s next.
Recent Tax Planning Insights – View All
Don’t Wait Until Tax Season.
A proactive tax plan can help you keep more of what you earn and give you peace of mind all year long.