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In-Person Meeting

PLEASE NOTE THIS YEAR’S TAX In-PERSON MEETINGS ARE FILLED THROUGH April 15th.

This meeting is great for Tax Planning, Medicare Appointments, Business Advisory and Payroll Options.

Get Your Paperwork in Order.
Not sure what documents to bring to your tax appointment? Click here for your checklist. Remember, if you are a client of Gleason Tax Advisory already, we do not need last year’s tax return included in your package.

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