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Gleason Tax Advisory @gleasontaxadvisory.bsky.social · 7h

“Tonight’s the night,” Henry says.
Marigold fixes her mane.
The Great Pumpkin is coming! 🎃🦁
While our brave mascots stand guard, the Gleason Tax Advisory team is on vacation Oct 31–Nov 3. We’ll return Nov 4 ready to tackle year-end planning — and sort leftover candy.

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Gleason Tax Advisory @gleasontaxadvisory.bsky.social · 1d

Create a List of Expected Tax Forms
W-2s, 1099s, investment statements—make a checklist of everything you expect to receive early next year. Staying organized ensures a smoother filing process. https://loom.ly/r3MILJo

#TaxSeasonReady #OrganizationMatters #GleasonTaxAdvisory #YearEndTaxPlanningGTA

Gleason Tax Advisory @gleasontaxadvisory.bsky.social · 6d

Review Your W-2 Withholdings
Take a moment to check your W-2 withholdings. Are they aligned with your current income and deductions? Adjustments now can prevent surprises at filing time. https://loom.ly/r3MILJo

#WithholdingCheck #TaxSmart #GleasonTaxAdvisory #TaxPlanning #YearEndTaxPlanningGTA

Gleason Tax Advisory @gleasontaxadvisory.bsky.social · 7d

It’s smart to look ahead! Estimating your tax liability before year-end can help you plan for payments, avoid penalties, and make better financial decisions.
💡 If you’re unsure where to start, we can help you project your year-end numbers and prepare for tax season. https://loom.ly/r3MILJo

Gleason Tax Advisory @gleasontaxadvisory.bsky.social · 14d

🎉 That’s a wrap on the 2024 Tax Season! 🎉
Bruce has officially finished another incredible season — thank you to all 906 clients who trusted Gleason Tax Advisory this year!

📬 Sign up for updates and important reminders at https://loom.ly/aavqIaY

Gleason Tax Advisory @gleasontaxadvisory.bsky.social · 27d

🚨 IRS funding cuts = longer hold times and slower refund checks. https://loom.ly/7U2UxgQ #TaxHelp #PlanAhead #2025Taxes

Prepare Early—IRS Staff Cuts Could Mean Delays for 2025 Returns - Gleason Tax Advisory

Tax season may feel far off, but now is the time to start planning ahead, especially with recent news from the IRS. Budget reductions and staff cuts are expected to impact taxpayer services in the upcoming 2025 filing season, and the ripple effects could cause major headaches for those who wait too long to prepare. …

gleasontaxadvisory.com

Gleason Tax Advisory @gleasontaxadvisory.bsky.social · 29d

💡 Did you know? The 1099-NEC filing threshold is rising to $2,000 and 1099-K goes back to $20,000/200 transactions in 2025.
📉 That means less paperwork for many small businesses and freelancers.
Learn more 2025 business tax updates here → https://loom.ly/NJgN6co

#SmallBusiness #TaxTips2025

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Gleason Tax Advisory @gleasontaxadvisory.bsky.social · 29d

⏰ October 15th is the final deadline for filing 2024 tax returns if you requested an extension. 💙 Medicare Open Enrollment runs Oct. 15 – Dec. 7. Plans change every year—make sure yours still fits your needs for 2026.
https://www.gleasontaxadvisory.com

Gleason Tax Advisory @gleasontaxadvisory.bsky.social · Sep 25

📂 How long should you keep your documents?
Good recordkeeping = peace of mind + potential tax savings.
👉 IRS can audit up to 3 years (or 6 years if they suspect underreporting).
👉 That’s why experts recommend keeping tax-related records at least 7 years.
https://loom.ly/85T3hKs

Gleason Tax Advisory @gleasontaxadvisory.bsky.social · Sep 11

📨 Say goodbye to IRS paper checks.
Starting this fall, most tax refunds and payments must be processed electronically—no more paper!
✅ Direct deposit
✅ IRS Direct Pay
✅ Prepaid cards
Limited exceptions apply. Stay ahead—prepare now.
https://loom.ly/uCY-OMo

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Gleason Tax Advisory @gleasontaxadvisory.bsky.social · Sep 2

🍽️ Work in hospitality? 🕒 Log a lot of overtime?
You may qualify for new tax deductions in 2025—up to $25,000 in tips or $12,500 in overtime pay.
Learn what’s new and what it means for your next return: https://loom.ly/Z8uXftA

#TaxChanges #ServiceIndustry #TaxBreaks2025

What You Need to Know About the 2025 Tax Law Changes - Gleason Tax Advisory

The 2025 Tax Law Changes are sweeping—enacted July 4, 2025—brings major updates to the tax code, especially for individuals and families.

gleasontaxadvisory.com

Gleason Tax Advisory @gleasontaxadvisory.bsky.social · Sep 1

Bruce wants to remind you that September is the perfect time:

▶️ Tax Planning: Perfect time to review finances before Q4.
🏥Medicare: Annual Enrollment prep begins soon—schedule your review now!
https://loom.ly/uCY-OMo
#TaxPlanning #PayrollDeadlines #MedicareEnrollment

Gleason Tax Advisory @gleasontaxadvisory.bsky.social · Aug 28

Happy Labor Day from Gleason Tax Advisory! 🇺🇸

Our office will be closed from Thursday, August 29th, through Tuesday, September 3rd, as we take a short vacation and complete important training. We wish everyone a safe and relaxing Labor Day weekend!

#LaborDayWeekend #GleasonTaxAdvisory #

Gleason Tax Advisory @gleasontaxadvisory.bsky.social · Aug 27

From freelancers to small business owners, self-employment tax is unavoidable—but it doesn’t have to be overwhelming. Get familiar with Schedule SE, keep your documents in order, and consider forming an S corp if you need extra flexibility. It’s all about smart planning!
https://loom.ly/yXMbW9I

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Gleason Tax Advisory @gleasontaxadvisory.bsky.social · Aug 21

Are your deposit records accurate? Mixing loan proceeds and account transfers with actual income can lead to confusion and a bigger tax bill than necessary. Gleason Tax Advisory suggests maintaining a detailed log of what’s true income.
https://loom.ly/wofCpds

Gleason Tax Advisory @gleasontaxadvisory.bsky.social · Aug 16

🚫 Thinking of taking a client to a ballgame on your business dime?
Not so fast—most entertainment expenses are no longer tax-deductible under current IRS rules.
Let’s review your business deductions before year-end!
https://loom.ly/y5lmlGA

Entertainment Expense Deductions - Gleason Tax Advisory

Most entertainment expenses are no longer tax-deductible under current IRS rules - contact Gleason Tax Advisory to learn more.

gleasontaxadvisory.com

Gleason Tax Advisory @gleasontaxadvisory.bsky.social · Aug 14

📅 How many times have you thought, “I’ll do it next week”? Whether it’s creating a will, setting a budget, or planning for retirement, life has a way of distracting us.
Here’s the truth: procrastination costs more than time. Start now.
https://loom.ly/67TRvY4

Gleason Tax Advisory @gleasontaxadvisory.bsky.social · Aug 13

🌴 We’re on Vacation! 🌴
Gleason Tax Advisory will be closed Aug 14–18 and back Mon, Aug 19.
📌 No Thursday open hours this week.
Need to send us paperwork? Use our secure client portal anytime!

Thank you for your understanding—we’ll see you next week!

Gleason Tax Advisory @gleasontaxadvisory.bsky.social · Aug 13

📌 NY sales tax is due Wednesday, August 20th—it’s coming up fast!
Avoid the headache of last-minute filing. Gleason Tax Advisory can help you stay on track. Contact us today!
https://loom.ly/DoP2gDM
#SalesTaxSolutions #GleasonTaxAdvisory

Gleason Tax Advisory @gleasontaxadvisory.bsky.social · Aug 11

Within 5 years of retirement? Now’s the time to plan! Gleason Tax Advisory helps Chautauqua County residents build tax-smart strategies, understand Medicare, and protect savings.
✅ Peace of mind starts here: https://loom.ly/w8mEiVI
#JamestownNY #FinancialPlanning #RetirementReady

Retirement Planning in Jamestown NY

Thinking about retirement? Gleason Tax Advisory retirement planning in Jamestown NY is designed to give you clarity and confidence.

gleasontaxadvisory.com

Gleason Tax Advisory @gleasontaxadvisory.bsky.social · Aug 9

📣 Big change from the IRS:
Paper checks are going away!
Most taxpayers will receive refunds by direct deposit starting Oct. 1, 2025.
Paper check payments will also no longer be accepted.
💻 Be sure you're set up for electronic payments! https://loom.ly/uCY-OMo
#TaxNews #IRSUpdate #DirectDeposit

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Gleason Tax Advisory @gleasontaxadvisory.bsky.social · Aug 8

💼 Do you wait till April 14 to do your taxes? You’re not alone—but it might be adding more stress than you realize.
In his latest blog, Bruce Gleason explains how ignoring the “little things” (like tax prep) leads to big headaches.
📅 Let’s make a plan → https://loom.ly/NIXksio

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Gleason Tax Advisory @gleasontaxadvisory.bsky.social · Aug 7

📣 Heads up! IRS staff cuts could mean slower refunds and longer wait times in 2026. Begin planning now and ensure your paperwork is in order so you can file your 2025 return early to avoid delays and service disruptions. We're here to help you plan ahead! 💼📄 https://loom.ly/7U2UxgQ

Gleason Tax Advisory @gleasontaxadvisory.bsky.social · Aug 7

🚨 Big tax changes are on the way for 2025!
From tip and overtime deductions to senior savings and a boost to the Child Tax Credit—there’s a lot to know.
💡 Yes, you still owe taxes after 65!
📲 Read our summary to stay ahead: https://loom.ly/Z8uXftA

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Gleason Tax Advisory @gleasontaxadvisory.bsky.social · Aug 7

🚨 The IRS is warning taxpayers about a growing list of scams in 2025—from fake tax credits to social media misinformation and phishing texts.
🔒 Stay safe and informed.
📲 https://loom.ly/LfnGJwc
#TaxScams #TaxSeasonTips #IRSWarning #2025Taxes