Gleason Tax Advisory

Jamestown, NY Website 793 words

Evidence Score 34/100 at 84% evidence coverage 9 of 17 on the New York list How the score works

What we could verify

Registered business?: Not found in the state registry search
CPA license or firm permit?: Not verified
Publishes prices?: Other fees only, no monthly price
Local or remote?: Local
Software?: QuickBooks, Xero, Sage

3 of 5 answered from a dated source.

Documents 1 of 5 core services; IRS preparer record found for a named person; publishes prices.

Score breakdown

Documented services + buyer fit12 of 40 pts, 40 checked

Independently verifiable qualifications6 of 20 pts, 6 checked

Operational + pricing transparency16 of 25 pts, 25 checked

Verified identity + continuity0 of 15 pts, 13 checked

Dark bar: points earned. Grey bar: the weight we could check.

Evidence

Unless a row says otherwise, the source is the named page of Gleason Tax Advisory's own website (self-reported), read Sep 26, 2026.
Claim	What the source shows	Source	Points
Business name	Gleason Tax Advisory	home page Oct 9, 2026
Website	https://gleasontaxadvisory.com/	home page
Office locality	Jamestown, NY	home page
Phone	+17167205339	home page
Offers bookkeeping	Documented: ...Planning Tax Advocacy Sales Tax Explore Tax Services Business Business Advisory Payroll Bookkeeping Guidance Retirement Planning Business Life and Health Medicare Life Insurance...	home page
Payroll coordination	Documented: ...Advisory Skip to content Taxes are only part of the picture. Tax preparation, planning, payroll and business advisory for individuals and small businesses in Western New York and...	home page	4 pts (max 4)
Software supported	QuickBooks, Xero, Sage	/services/payroll/payroll-faq	5 pts (max 5)
Local / remote model stated	Local	/services	3 pts (max 3)
Bookkeeping designation (AIPB/NACPB) or IRS preparer record	IRS preparer record for Bruce Alan Gleason · Enrolled Agent (on the IRS record) · business name on the record: Gleason Tax Advisory	IRS preparer records Third-party Sep 27, 2026	6 pts (max 6)
Pricing approach published	Publishes prices: "$200.00/month"	/services/payroll	6 pts (max 6)
Onboarding described	Documented: ...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....	/tax-services/tax-preparation Oct 9, 2026	4 pts (max 4)
Named contact / team	Bruce Gleason, EA	home page	3 pts (max 3)
Communication channel / process	Documented: ...businesses in Western New York and Northwestern Pennsylvania Schedule an Appointment Client Portal Drop-Off Hours View hours & details Tax Portal Secure document upload Refund...	home page	3 pts (max 3)

Checked and not found

Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Month-end close + reporting (0 pts, max 6); Industries served (documented) (0 pts, max 5); What is included / excluded (0 pts, max 5); Reporting cadence stated (0 pts, max 4); Privacy / data-handling page (0 pts, max 2).
Not verified. Searched New York Department of State active corporations (data.ny.gov n9v6-gdp6) for 'Gleason Tax Advisory' on 2026-09-26: no matching record (State business registry): Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).

Searches that find nothing are not a mark against a firm. How we search.

Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Working contact route verified (0 pts, max 2).

Check it yourself on the state's own records: New York State Education Department, Office of the Professions, State Board for Public Accountancy license search and business registry search.

Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Bruce Alan Gleason under the business name 'Gleason Tax Advisory' in Jamestown, NY. The record lists: Enrolled Agent. It is one individual's IRS preparer record, not a firm license or a directory listing. It does not prove service quality.

Data limitations

20 of 23 evidenced items come from Gleason Tax Advisory's own website and are labelled self-reported.
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