Jason Liebel's Accounting and Financial Services

04/06/2026

A little progress in the development of these investment vehicles: https://www.wsj.com/personal-finance/treasury-taps-bny-robinhood-to-help-run-trump-accounts-for-children-1e9caf92?st=SREKQn&reflink=desktopwebshare_permalink

02/23/2026

It’s important, but not easy, to get the timing right for tax payments on income that doesn’t have withholding.

02/18/2026

Use our interactive tool to see why your top tax rate isn’t what you actually pay.

10/21/2025

Some good tips here

At work, learning to micro-relax better can increase energy, productivity and, quite frankly, joy.

09/01/2025

Pro tips on how to take advantage of AI:

Most people are still just tinkering with ChatGPT and other generative AI tools. It’s time to dive in.

08/30/2025

K.I.S.S. Warren Buffett Turns 95 Today. 10 of His Biggest Investing Lessons.:

Berkshire Hathaway’s CEO is marking a milestone. These takeaways from his long career are worth considering.

01/16/2025

The IRS sends out over 200 million notices every year. Through our partnership with Protection Plus, you will have the peace of mind that comes with our $1 Million Tax Audit Defense ™ program. If you receive a notice, our team at Protection Plus will spend up to $1,000,000 of services to find a resolution.

01/16/2025

One of the additional services offered this year (and last):

When you file your 1040 tax return with us, you'll automatically have access to Protection Plus, the leading tax audit defense and identity theft restoration service. So, breathe easy. We've got you covered.

01/01/2025

Tips on how to improve in 2025 from lessons learned in 2024

Our Management Tip of the Day newsletter continues to be one of HBR’s most popular newsletters. In this article, we list 10 of our favorites from 2024, covering topics like how to develop essential leadership skills, exude gravitas, bolster your presentation style, overcome overthinking — and mo...

01/01/2025

I will be preparing simple tax returns using Intuit ProSeries software in 2025. I am also happy to assist local businesses with questions they may have. Give me a call and let's see if I can help.

12/29/2024

Simple tips via Ally Bank:

Start the new year off right with Ally’s comprehensive financial checklist. Get your finances in order and pursue your money goals in 2025.

12/07/2024

Interesting concept - reduce the burden on parents (if you have a sibling).

It’s getting harder to rent or buy a home. So more people are living with a brother or sister.