Your information MUST be in the office before your meeting.
Get Your Paperwork in order.
Not Sure What Documents to Include? Click here for your checklist.
Remember, if you are already a client of Gleason Tax Advisory, we do not need last year’s tax return included in your package.
OPEN 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 10 am- 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
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