Virtual Meeting

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!!"

"Bruce has been doing my taxes for the past 4-5 years and seems to know the tax laws really well."

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.

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.

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

“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!“

"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."

“Gleason Tax Advisory was recommended to us after our bookkeeper retired. Finding someone that we were comfortable with and trusted was a big decision... We are starting our second year with them. We are very happy that we made the right decision. We would highly recommend Gleason Tax Advisory to everyone.”    

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."

For the past few years, Gleason Tax Advisory has managed all of our tax needs as well as payroll. We can say, with confidence that we made the right decision to work with Bruce ... They are extremely knowledgeable and are always readily available to answer any questions that may arise. They work hard to ensure we are in compliance with any and all government taxation requirements. They also advise us in developing and implementing our best future financial strategies. We feel secure and trust Gleason Tax Advisory with our business as well as our personal financial needs!

"Very knowledgeable and friendly. Reasonable fees."

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

"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.”

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!"

"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!"

“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.”

“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.”