TAX SERVICES
Tax Preparation
in Jamestown, NY
Accurate, personalized tax preparation for individuals and small business – with guidance you can count on year-round.
Personal Support
Work directly with Bruce Gleason, EA.
Federal & State
We prepare and file your federal and New York returns.
Individuals & Businesses
From simple returns to complex situations.
Year-Round Help
Not just at tax time.

WORK DIRECTLY WITH AN ENROLLED AGENT
MORE THAN JUST A TAX PREPARER.
Bruce Gleason, EA has over 20 years of experience helping individuals and small-business owners in Jamestown, Chautauqua County and beyond. He takes the time to understand your situation, answer your questions and look at the bigger picture.
Enrolled Agent
20+ Years Experience
Jamestown, NY
Individuals & Small Business
What we prepare
Tax preparation for every stage of life.
Whether your return is straightforward or more complex, we provide accurate, timely preparation and guidance so you can feel confident.
Individual Tax Returns
W-2 income, retirement income, self-employment, investments and more.
Small Business Tax Returns
Sole proprietors, LLCs, S corporations and partnerships.
Rental Property Returns
Help with reporting rental income, expenses and depreciation.
Farm & Agriculture Returns
Experience with the unique tax considerations for farmers and ag businesses.
Trusts & Estates
Returns for estates, trust and beneficiaries.

OUR PROCESS
A simple, stress-free process.
1
Schedule
Book an appointment in person or virtually.
2
Gather
Bring or upload your documents using our client portal.
3
Prepare
We prepare your return and review it with you.
4
File & Follow Up
We e-file your return and are here if you have any question.
What our clients have to say…
FREQUENTLY ASKED QUESTIONS
WHAT SHOULD I BRING TO MY TAX APPOINTMENT?
Being prepared helps make your tax appointment smoother and ensures we have the information needed to prepare your return accurately. Bring your photo ID, Social Security information, income documents such as W-2s and 1099s, and records for deductions, credits, investments, retirement income, health insurance, and any major life changes from the past year.
Own a business or work for yourself? You’ll also want to gather your income and expense records and other relevant business tax documents.
Not sure what applies to you? We’ve put together a complete checklist to help.
DO YOU OFFER VIRTUAL APPOINTMENTS?
Prefer to meet from home or the office? Virtual appointments make it easy to meet with Bruce wherever you are.
We offer secure, convenient virtual appointments for tax preparation, tax planning, business advisory, payroll questions, and other services. You can upload documents through our secure Client Portal and meet with Bruce online to discuss your questions and next steps.
Same personalized guidance. No trip to the office required.
WHAT FORMS OF INCOME DO YOU PREPARE
We prepare tax returns for a wide variety of income sources, including W-2 wages, self-employment and small business income, 1099 income, retirement and pension income, Social Security benefits, investment income, rental property income, unemployment compensation, and other taxable income.
Have multiple sources of income or an unusual tax situation? Bring your documents or contact us before your appointment, and we’ll help determine what you need.
DO YOU HANDLE PRIOR RETURNS
Yes. If you have unfiled tax returns from previous years, we can help you get caught up. Bring any tax documents you have for the years that need to be filed, along with copies of any IRS or state notices you’ve received.
Missing documents? Don’t let that stop you from getting started. Schedule an appointment with Bruce to discuss your situation and determine the next steps.
CAN YOU HELP IF I RECEIVED A NOTICE FROM THE IRS OR NY STATE?
Yes. If you’ve received a tax notice, don’t ignore it—and don’t assume it means you’ve done something wrong. Notices can be sent for many reasons, including questions about a return, missing information, changes to your account, or a balance due. IRS
Bring or securely upload a complete copy of the notice, along with any related tax documents. Bruce can review the notice, explain what it means, determine what action may be required, and help you respond appropriately. As an Enrolled Agent, Bruce is authorized to represent taxpayers before the IRS when representation is needed. IRS
Don’t wait—tax notices often include response deadlines.
WHEN IS THE BEST TIME TO START MY TAX RETURN?
Book early—but choose an appointment date when you expect to have all of your tax paperwork ready.
Our tax-season calendar usually opens in December, and appointments fill quickly. If you typically receive all of your W-2s, 1099s and other tax documents by mid-February or March, go ahead and reserve an appointment for that timeframe as soon as scheduling opens.
Small business owners: If your bookkeeping is complete and your records are ready, feel free to schedule an earlier appointment.
The important thing is that your paperwork is complete by your appointment date. We’d rather prepare your return once, with everything we need, than have you come in before all of your documents have arrived.
And if you’re still waiting on information as the filing deadline approaches, that’s okay. We’re always happy to file an extension when appropriate.
Our calendar opens in December—plan ahead and book the date when you expect your tax documents to be ready.
The General Ledger
Tax Preparation Advisory
Ready to get started?
Schedule an appointment or securely upload your documents through the client portal.

















