Reliable Legacy Group

10/15/2026

🚨 2026 TAX UPDATE — EDUCATION CREDITS! 🎓📚

Parents & college students, PAY ATTENTION! 👀

Starting with Tax Year 2026, new Social Security number requirements apply to the American Opportunity Tax Credit (AOTC) and Lifetime Learning Credit (LLC).

❌ An ITIN will no longer meet the new SSN requirement for these education credits.

If you’re claiming an education credit for a dependent student, both the taxpayer and qualifying student may need a work-valid SSN.

💰 AOTC can be worth up to $2,500 per eligible student.

💰 LLC can be worth up to $2,000 per tax return.

Don’t wait until tax season to find out that you don’t qualify! 📚🧾

Keeping you informed so you can make informed tax decisions. 💕

10/12/2026

🚨 TAX SEASON HEADS UP 🚨

If you had Marketplace health insurance in 2026, don't ignore that 1095-A.

For 2026 tax returns, the repayment limits on excess Advance Premium Tax Credits are gone. That means if you received more tax credits than you actually qualified for, you could have to repay the full difference.

Before tax season, make sure your Marketplace coverage, income, household information, and 1095-A are accurate.

A little preparation NOW can prevent a big surprise later.

Reliable Legacy Team
Reliable Legacy Group
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The Architecture of Your Financial Freedom.

10/06/2026

10/05/2026

The behind-the-scenes has been BUSY! 😂
I’ve been interviewing back-to-back, getting everything together and getting ready to officially start mentorship with my team this week. Intensive training!

And honestly, I’m just thankful. God has placed some AMAZING people in my path, and I’m excited about what we’re about to build together.
Now it’s time to WORK. We’re going to master the IRS, due diligence, tax law, software and the business side of being a tax professional.

This is just the beginning. 💚💛

09/16/2026

Don’t wait until tax season to find out you weren’t having enough taxes withheld. 💸

Check that paystub today. Future you will thank you.

09/10/2026

Your personal account is NOT your business account.

Separate them ASAP!

Keeping your personal and business finances separate can make tax season SO much easier. It helps you clearly track your business income and expenses, keep better records, identify potential business deductions, and provide cleaner documentation when it’s time to file your taxes.

Mixing everything together can turn tax season into a whole mess. 😩

Business tip: Open a separate business bank account and use it specifically for your business activity.
Reliable Legacy Group

09/08/2026

Your finances need attention all year—not just during tax season.

A lot of people know us for tax preparation, but Reliable Legacy Group offers services designed to help you earn, protect, build, and manage your money throughout the year.

Here’s what we can help with:

📋 Tax Preparation & Planning
W-2, self-employed, and business tax services, along with year-round tax guidance.

📝 Amended Returns & Back Taxes
If something needs to be corrected or you have prior-year returns that still need to be filed, we can help you understand your options.

💳 Credit Repair & Credit Building
Working on your credit for your next financial goal? We can help you work toward improving your credit profile.

📄 Resume & Career Services
Professional resume revamps and cover letters to help you put your best foot forward when applying for your next opportunity.

🏢 Business Formation
Ready to turn your idea into a business? We help with getting your business started properly.

🛡️ Life Insurance & Mortgage Protection
Helping you protect your income, your loved ones, and the assets you work hard for.

🧠 Financial Education
Understanding your taxes, credit, money management, and financial decisions is part of building a stronger financial future.

We are more than a tax office.

We’re building a financial services company that can be part of your journey before tax season, during tax season, and after tax season.

Reliable Legacy Group — helping you build a more reliable financial legacy.

What service do you need help with? 📨

08/31/2026

🚨 TAX UPDATE ALERT! 🚨

If you earn tips, work overtime, have a car loan, own a business, or earn gig income — PAY ATTENTION! 👀💰

Here are some tax changes you need to know about NOW:

🔥 TIPS + OVERTIME: Eligible workers can claim new deductions for qualified tips and qualified overtime compensation under the Working Families Tax Cuts legislation. These changes are already affecting withholding and tax planning.

🚗 CAR LOAN INTEREST: For 2025–2028, qualifying taxpayers can deduct up to $10,000/year of interest on a loan for a qualifying personal-use vehicle.
➡️ Phaseouts begin above $100,000 MAGI Single / $200,000 Married Filing Jointly. Other requirements apply.

📈 2026 STANDARD DEDUCTION:
• Single/MFS: $16,100
• Head of Household: $24,150
• Married Filing Jointly: $32,200
➡️ These amounts generally apply when filing in 2027.

📄 1099 THRESHOLD CHANGED: Certain information returns for payments made during 2026 now have a $2,000 reporting threshold, up from $600 — especially important for self-employed and business clients.

💳 1099-K: The threshold is back to $20,000 AND 200 transactions before third-party settlement organizations generally have to issue a 1099-K.

🏦 RETIREMENT LIMITS INCREASED:
➡️ 401(k): $24,500
➡️ IRA: $7,500

⚠️ GIG WORKERS — THIS ONE IS IMPORTANT!

No 1099 ≠ no taxable income. ❌

The reporting threshold determines when the payer must issue the form. It does NOT automatically determine whether the recipient must report the income.

📌 SAVE THIS POST & SHARE IT!💛💚
Tax planning starts before tax season not when you’re already sitting down to file. 💰
Stay connected to the Reliable Legacy Group

08/11/2026

The Child Tax Credit is now worth UP TO $2,200 PER CHILD! 💰
If you have little to no federal income tax liability, you may also qualify for the Additional Child Tax Credit up to $1,700 per child, depending on your income that could mean MORE money back in your pocket! 💚💛

06/07/2026

🛑 Real talk: If your paystubs still say "EXEMPT" right now, we need to talk.
Running exempt all year doesn't mean you beat the system—it just means you’re setting yourself up to owe the IRS a massive check come tax season.
You cannot slide under the radar forever. It's June, and you still have time to fix your withholdings properly so you don't get hit with a surprise penalty or a major bill later.
I built a step-by-step W-4 Form Guide that breaks down exactly how to fill out your paperwork the right way so you protect your coins and keep your money right.
Stop guessing with your paycheck. Grab the guide, fix your status at work tomorrow, and protect your peace:
👇🏾 Click here to grab your copy instantly:
https://theprephub.etsy.com/listing/4392178376