THIS IS NOT AN
IN-PERSON MEETING.
Reserve a tax preparation slot. Your tax paperwork needs to be in our office before the date booked. We will work on your taxes that day and throughout the week. If we have questions, we will contact you for supplemental information.
This type of Tax Prep works best if
- If you don’t need a face-to-face chat with Bruce.
- Comfortable with an Appointment-Free Tax Prep
- Able to upload your files through our portal or drop off taxes during our drop-off times.
- Able to collaborate via phone, video or chat
Your tax information MUST be in the office before your meeting.
Get Your Paperwork in order.
Not Sure What Documents to include in your drop-off? 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.
OPEN DROP-OFF HOURS!
Drop-Off Hours
January 15th- April 15th:
Mon & Tue: 4:00 pm-6:00 pm
Thurs and Sat 10-12 pm
April 16th- January 14th
Thurs and Sat 10-12 pm and 2-4 pm
Please keep to the specified hours to ensure someone is here to handle your paperwork safely. You can come in and drop off your paperwork or drop it in the mailbox by our office door- INCLUDE YOUR NAME AND TELEPHONE on your envelope.
DO NOT PUT IT IN THE POST OFFICE BOX BY THE ROAD.
PORTAL UPLOAD
Upload your paperwork to our NEW PORTAL SYSTEM. If you do not have a password and our a returning client, enter your email and hit forgot password a password link will be emailed to you to log in.
MAIL TAX INFO
Gleason Tax Advisory
1848 Buffalo St Ext
Jamestown NY 14701
From our Clients…
[testimonial_rotator id=11677]
