Tax Preparation Work Session

have been wonderful to us since they went into business. Bruce is very knowledgeable and has always been able to answer any questions we have had. I know when Bruce takes care of our business taxes and other financial needs, everything is done correctly and timely and it truly does give us “peace of mind” that they are there for us if we ever have any issues. Our employees love their payroll service, they like the emailed pay stubs and the prompt transfer of paycheck to their account. Overall, fantastic and we will continue using them for many more years.

Very knowledgeable and friendly. Reasonable fees.

He takes care of all my tax needs. Always responds to my phone calls and has great customer service! Very experienced and knowledgeable. Highly recommend Bruce!

In January of 2017, I took the shop over from Pat and had to do all of the required steps to establish the LLC, paperwork for NYS, payroll, etc. Through the guidance and support of Gleason Tax Advisory, I was able to plan ahead in the fall of 2016 to be sure that when I took the shop over, the transition would go smoothly… I can have the peace of mind that Gleason Tax Advisory is watching out for me and taking care of things behind the scenes so that I can operate a successful business. I never have to worry that I’m missing something or that at the end of the year, I’ll have to scramble to figure things out. We keep on track and can project out what my needs will be.

Gleason Tax Advisory has been a one-stop shop for our tax 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.

Great people, very knowledgeable and helpful.

I heard about 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.

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.”

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… 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.

As Josh’s mom in charge of all the day to day office work. I knew we needed to make another upgrade which is a rather difficult one choosing a new accountant. I had no doubt they were going to be our new accountants. Bruce couldn’t have made me feel more comfortable answering all my questions big or small. We’ve only been with them for a short time, but it’s been absolutely great. Bruce went right to work on the year end taxes…. I know I made a great decision choosing Gleason Tax Advisory for all our financial needs for many years to come.

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

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.

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.

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.

I knew Gleason Tax Advisory would be the perfect fit. They handled everything from payroll and insurance contacts to good advice. I consider them friends and that’s exactly what my small business needs.

Very helpful and knowledgeable. Highly recommend their services.

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

Outstanding service!!! He goes above and beyond!!!  Unlike many others, he treats his clients like people. Very easy to schedule appointments and very easy to talk to. Cannot recommend enough!!!!

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

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.

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!!

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

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!

reliable people to work with!

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.

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.

We have chosen Gleason Tax Advisory for all our accounting… needs and are very happy with the service and attention we get from Bruce…  They are always ready to help with whatever comes along. We always feel that we have Bruce’s undivided attention when we meet with him.

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

Friendly, reliable people to work with!

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!

Gleason Tax Advisory was recommended to me by a fellow small business owner. I was overwhelmed with trying to find a new accountant as the one I had used for years was retiring. I was very satisfied with the transition and the attention I received from Gleason Tax Advisory… I am very satisfied with their continued dedication and availability to help within my business model.

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, bookkeeping, nor money management. Bruce has helped me every step of the way!

Gleason Tax Advisory is very knowledgeable in many areas. As a self-employed business owner I have needed to make decisions about many different areas of business. One particular and very important area to me was making the right decision for our health insurance choice for my business and family. He offered suggestions and completed the enrollment for me. His knowledge could not have been appreciated more!