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.
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1-on-1 meeting with Bruce for tax planning, payroll, business advising or Medicare.
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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
Pat’s at Chautauqua
Patricia Finson
Patricia Finson
Douglas and Christine Kibbe
Douglas and Christine Kibbe
Douglas and Christine Kibbe
Glenn and Sarah Fisher
Glenn and Sarah Fisher
Glenn and Sarah Fisher
Bush and Son’s Collision Testimonial
Dave and Debbie Bush
Owners
Dave and Debbie Bush
Owners
Elements Salon & Spa
Amber Dewey
Amber Dewey
Tanner’s Garage
Michael Unger - owner
Michael Unger - owner
Julia Eppehimer
Julia Eppehimer
Julia Eppehimer
Linda and Debra Doverspike
"Very knowledgeable and friendly. Reasonable fees."
Linda and Debra Doverspike
Linda and Debra Doverspike
AJ Texas Hots
Sam Fitch, Co-Owner and General Manger of AJ Texas Hots
Sam Fitch, Co-Owner and General Manger of AJ Texas Hots
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.”
Millennium Mason Contracting
Millennium Mason Contracting
April J. Hair Design
April Schobey
Owner
April Schobey
Owner
Mazany Contract Interiors
Ron and Monica Mazany
Ron and Monica Mazany
Jesse Hallett
Jesse Hallett
Jesse Hallett
Abbey Landscaping
Mark Abbey - Owner
Mark Abbey - Owner
Bella Vista Campground
Carmelo and Theresa Mazzurco
Owners
Carmelo and Theresa Mazzurco
Owners
Rob Sigler Photography
Walter Church and Diane Allison
Walter Church and Diane Allison
Walter Church and Diane Allison
Eagle Zip
Ron Miller
Eagle Zip, Owner
Ron Miller
Eagle Zip, Owner
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
Darlene Brace
Joel Marsh Productions
Joel Marsh
Joel Marsh
Harrington Architecture
Donald Harrington
Owner
Donald Harrington
Owner
Doggy Stylez Dog Grooming
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
J.C.
Owner
Robert G Carlson
Robert G Carlson
Robert G Carlson
Calvin & Sharon Cederquist
"They were very personable and the job was complete and professional."
Calvin & Sharon Cederquist
Calvin & Sharon Cederquist
Stillwater Feeds
Judy Haller
Judy Haller
Chautauqua Wearhouse
Ruth Nelson, Chautauqua Wearhouse
Ruth Nelson, Chautauqua Wearhouse
Black Gold Paving
Ken Morley, Owner
Black Gold Paving
Ken Morley, Owner
Black Gold Paving
Tyler and Elyse Henshaw
Tyler and Elyse Henshaw
Tyler and Elyse Henshaw
Pike’s Auto Repair
Debi Pike, Office Manager
Josh Pike, Owner
Debi Pike, Office Manager
Josh Pike, Owner
Cuts fur Mutts
Nicole Holt
Nicole Holt
David Wilke
David Wilke
David Wilke
Husky Enterprises
Al Laska, Owner
Al Laska, Owner
Shawn and Kimberly Morrison
Shawn and Kimberly Morrison
Owner, Hammer's Transmission and Auto Repair
Shawn and Kimberly Morrison
Owner, Hammer's Transmission and Auto Repair
Peter and Julie Hatch Jr
"Friendly, reliable people to work with!"
Peter & Julie Hatch, Jr
Peter & Julie Hatch, Jr
April Borst
April Borst
April Borst
5th Street Sunoco
Daniel Nocero, Jr.
Daniel Nocero, Jr.
The Art of Flavors Mexican Restaurant
Javier and Jenniffer Santiago
Owners
Javier and Jenniffer Santiago
Owners
Bob’s Power Sports
Bob Henshaw, Owner
Bob's Power Sports & Autos
Bob Henshaw, Owner
Bob's Power Sports & Autos