Life too hectic? No worries! With Gleason Tax Advisory, you can handle your taxes hassle-free. Text or upload your docs to your portal, and we'll take care of the rest remotely. Simplify tax season today! https://loom.ly/oE_4Tao #TaxPrep #RemoteTaxServices #GleasonTaxAdvisory 📎📤
🔐 Do you know what counts as PII?
Personally Identifiable Information includes your name, address, Social Security number, bank details—and your tax return. Protect it carefully, and be mindful of who has access.
https://loom.ly/bFYTeiU
#TaxTips #PII #DataProtection #GleasonTaxAdvisory
Review Your Flexible Spending Accounts
Don’t let those funds expire! Check your medical and dependent care FSAs and use any remaining balance before the deadline. https://loom.ly/r3MILJo
#FSA #HealthAndTaxes #YearEndReminders #GleasonTaxAdvisory #YearEndTaxPlanningGTA
Make Last-Minute Charitable Donations
There’s still time to give! Make your charitable donations before December 31 and keep your receipts for tax purposes. https://loom.ly/r3MILJo
#CharityAndTaxes #GivingSeason #TaxDeductions #GleasonTaxAdvisory #YearEndTaxPlanningGTA
Identify Household Employees
If you employ a nanny, caregiver, or household worker, be sure to review payroll tax requirements before year-end. https://loom.ly/r3MILJo
#HouseholdPayroll #TaxCompliance #GleasonTaxAdvisory #YearEndTaxPlanningGTA
Maximize the Kiddie Tax Threshold
Your child’s unearned income up to $1,350 is taxed at their lower rate. A smart way to manage investments in your child’s name. https://loom.ly/r3MILJo
#FamilyFinance #TaxPlanning #GleasonTaxAdvisory #YearEndTaxPlanningGTA
Review the Gift Tax Exclusion
The annual gift limit is $19,000 per person for 2025. Gifting now can help transfer wealth tax-free to loved ones. https://loom.ly/r3MILJo
#TaxFreeGifts #EstatePlanning #FamilyFinance #GleasonTaxAdvisory #YearEndTaxPlanningGTA
Explore Roth IRA Rollovers
A Roth conversion might make sense this year, especially if your income is lower than usual. Ask us to review your options. https://loom.ly/r3MILJo
#RothIRA #RetirementPlanning #TaxStrategies #GleasonTaxAdvisory #YearEndTaxPlanningGTA
Fully Fund Your Retirement Accounts
Contribute to your 401(k), IRA, or other retirement accounts before year-end. Every dollar helps your future—and may lower your taxable income today. https://loom.ly/r3MILJo
#RetirementSavings #TaxDeferred #GleasonTaxAdvisory #YearEndTaxPlanningGTA
If you’re age 73 or older, don’t forget your Required Minimum Distributions (RMDs)! Missing them can mean penalties. We can help you calculate the right amount. https://loom.ly/r3MILJo
#RetirementPlanning #RMD #TaxHelp #GleasonTaxAdvisory #YearEndTaxPlanningGTA
Donate Appreciated Stock
Instead of cash, consider donating appreciated stock you’ve held for at least a year. You’ll avoid capital gains tax and still receive a charitable deduction. https://loom.ly/r3MILJo
#CharitableGiving #TaxSmart #InvestWithPurpose #GleasonTaxAdvisory #YearEndTaxPlanningGTA
Use Your $3,000 Capital Loss Limit
Did you know you can offset up to $3,000 of ordinary income with investment losses? This simple move can reduce your tax bill. https://loom.ly/r3MILJo
#TaxStrategy #CapitalLoss #TaxSavings #GleasonTaxAdvisory #YearEndTaxPlanningGTA
Review Your Investment Portfolio
Now’s the time to look at your portfolio. Strategic gain and loss planning can make a big difference on your tax return. https://loom.ly/r3MILJo
#InvestmentReview #CapitalGains #FinancialPlanning #GleasonTaxAdvisory #YearEndTaxPlanningGTA
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
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
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 #
📌 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
