Legacy Tax Group

Legacy Tax Group At Legacy Tax Group, we pride ourselves on providing expert tax solutions tailored to meet the unique needs of our clients.
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We are committed to delivering personalized service and ensuring that you understand every step of the tax process.

πŸ’° TAX TIP TUESDAY: Don’t Forget Your September Tax Deadline!If you’re self-employed, a business owner, freelancer, or in...
09/01/2026

πŸ’° TAX TIP TUESDAY: Don’t Forget Your September Tax Deadline!

If you’re self-employed, a business owner, freelancer, or independent contractor, your next quarterly estimated tax payment may be due September 15th! πŸ“…

Estimated taxes can cover both:
✨ Federal income tax
✨ Self-employment tax

Waiting until tax season to think about what you owe can mean a BIG surprise, and potentially penalties. 😬

Review your year-to-date income and expenses NOW. Your income may have changed since your last estimated payment, which means the amount you should pay may have changed too!

Not sure if you should be making quarterly payments or how much you should send? That’s exactly what tax planning is for. πŸ’»πŸ“Š

Legacy Tax Group - Helping you plan ahead instead of panic later. πŸ’›

πŸ’‘ Tax Tip TuesdayGood news from the IRS! πŸŽ‰Starting with 2025 tax returns, many taxpayers with a strong history of filing...
08/25/2026

πŸ’‘ Tax Tip Tuesday

Good news from the IRS! πŸŽ‰

Starting with 2025 tax returns, many taxpayers with a strong history of filing and paying on time may automatically qualify for penalty relief, no phone call or special request required.

Here's what you need to know:

βœ… If you've filed your returns on time and paid your taxes for the past 3 years (or 12 consecutive quarters for quarterly filers), you may automatically avoid certain penalties, including:
β€’ Failure to File
β€’ Failure to Pay
β€’ Failure to Deposit

Even better? If you qualify, the IRS will automatically apply the relief and send you a notice.

A few things to keep in mind:
βœ”οΈ Not all tax returns qualify (certain estate and gift tax returns are excluded).
βœ”οΈ You are still responsible for paying any tax and interest owed.
βœ”οΈ If you receive a penalty notice during the transition to the new program and believe you qualify, you may still be able to request relief.

Staying compliant doesn't just keep you organized, it can save you money too! πŸ’°

πŸ“ž Have questions about an IRS penalty or notice? Legacy Tax Group is here to help.

πŸ’‘ Tax Tip Tuesday πŸ’‘Don't let poor recordkeeping cost you a tax deduction! πŸ“‘If you make charitable donations, keeping the...
08/18/2026

πŸ’‘ Tax Tip Tuesday πŸ’‘

Don't let poor recordkeeping cost you a tax deduction! πŸ“‘

If you make charitable donations, keeping the right documentation throughout the year can save you time at tax season and help ensure you receive every deduction you're entitled to.

βœ… Here's what to remember:
β€’ Most taxpayers must itemize deductions to claim charitable contributions.
β€’ New for 2026: If you don't itemize, you may still be able to deduct up to $1,000 in cash donations ($2,000 if Married Filing Jointly) made to qualified charities.
β€’ Donations to individuals or personal fundraisers are not tax deductible.
β€’ Save receipts, bank records, or acknowledgment letters for every donation.
β€’ Donations of $250 or more require a written acknowledgment from the charity before you can claim the deduction.
β€’ For donated items like clothing, furniture, or vehicles, keep records of what you donated and its fair market value. Larger non-cash donations may require additional forms or an appraisal.

πŸ“Œ Pro Tip: Create a folder (digital or paper) for your charitable donation receipts throughout the year. You'll thank yourself when tax season arrives!

Have questions about what qualifies as a deductible donation? Legacy Tax Group is here to help! πŸ“žπŸ’™

πŸ’‘ Tax Tip Tuesday: Don't Wait Until December to Reduce Your Tax BillThe best tax savings happen before the end of the ye...
08/11/2026

πŸ’‘ Tax Tip Tuesday: Don't Wait Until December to Reduce Your Tax Bill

The best tax savings happen before the end of the year, not when you're filing your return.

Now is a great time to:
βœ… Review your year-to-date income
βœ… Check whether you're on track for quarterly estimated tax payments
βœ… Maximize retirement contributions
βœ… Plan large business purchases if appropriate
βœ… Adjust your tax withholding if needed

A little planning now can help you avoid surprises and potentially lower your tax bill.

πŸ“ž Want to know where you stand before year-end? Schedule a tax planning appointment with Legacy Tax Group, we'll help you make informed decisions before it's too late.

πŸ’‘ Tax Tip Tuesday: Don't Ignore IRS or State Tax NoticesReceiving a letter from the IRS or your state tax agency can be ...
08/04/2026

πŸ’‘ Tax Tip Tuesday: Don't Ignore IRS or State Tax Notices

Receiving a letter from the IRS or your state tax agency can be stressful, but don't ignore it.

Many notices are simply requesting additional information, notifying you of a small adjustment, or asking for clarification. Addressing them promptly can often prevent additional penalties, interest, or more serious issues.

πŸ“¬ If you receive a tax notice:
βœ… Read it carefully.
βœ… Pay attention to any response deadlines.
βœ… Don't assume it's correct without reviewing it.
βœ… If you work with a tax professional, send them a copy right away.

The sooner you address a notice, the easier it usually is to resolve.

πŸ“ž Received a tax notice and aren't sure what it means? Legacy Tax Group is here to help you understand your options and respond appropriately.

πŸ“£ WE'RE HIRING FOR THE 2026 TAX FILING SEASON! πŸ“£Are you looking for a flexible opportunity with unlimited earning potent...
08/01/2026

πŸ“£ WE'RE HIRING FOR THE 2026 TAX FILING SEASON! πŸ“£

Are you looking for a flexible opportunity with unlimited earning potential? Legacy Tax Group is looking for motivated, outgoing individuals to join our team for the January 2027 tax season! πŸŽ‰

πŸ’Ό No tax experience? No problem!
We provide comprehensive training during October and November to prepare you for a successful tax season.

πŸ’° Commission-Based Income
Our tax preparers are paid on a commission based system, meaning your income is based on your effort and the clients you serve. Many of our preparers earn $10,000 to $50,000+ in just a few short months during tax season!

This is not a position where clients are simply handed to you. The most successful preparers are those who are excited to market themselves, network within their community, and build lasting relationships with their clients. If you're willing to put in the effort, the earning potential is incredible.

We're looking for people who are:
βœ… Self-motivated and entrepreneurial
βœ… Comfortable networking and marketing themselves
βœ… Friendly and professional
βœ… Detail-oriented
βœ… Eager to learn
βœ… Passionate about helping others

πŸ“… Training: October & November 2026 (no experience required)
πŸ“… Tax Season: January–April 2027
πŸ“ Remotely serving all 50 states

If you're ready to learn a valuable skill, grow your own client base, and earn uncapped commission during tax season, we'd love to hear from you!

πŸ“© Send us a message for a link to the application or email your resume to [email protected].

Please like, share, and tag someone who would be a great fit! πŸ™Œ

πŸ’° Tax Tip Tuesday: Estimated Taxes Aren't Just for Business OwnersπŸ’‘ Tax Tip TuesdayThink quarterly tax payments are only...
07/28/2026

πŸ’° Tax Tip Tuesday: Estimated Taxes Aren't Just for Business Owners

πŸ’‘ Tax Tip Tuesday

Think quarterly tax payments are only for self-employed individuals? Think again!

You may also need to make estimated tax payments if you receive income from:

πŸ“ˆ Investments
🏘️ Rental properties
πŸ’΅ Interest and dividends
🎰 Gambling winnings
πŸ’Ό Side gigs or freelance work
πŸ‘΄ Retirement income with little or no tax withholding

Waiting until tax season could lead to penalties and a large tax bill.

Planning ahead helps you stay in control.

πŸ“ž If you're unsure whether you should be making estimated tax payments, contact Legacy Tax Group. We're happy to help!

πŸ“‚ Tax Tip Tuesday: Keep Your Tax RecordsπŸ’‘ Tax Tip TuesdayHow long should you keep your tax records?Here's a general guid...
07/21/2026

πŸ“‚ Tax Tip Tuesday: Keep Your Tax Records

πŸ’‘ Tax Tip Tuesday

How long should you keep your tax records?

Here's a general guideline:

πŸ“„ Tax returns & supporting documents: At least 3 years
🏠 Home purchase and improvement records: Keep until you sell the property, plus at least 3 years afterward
πŸ’Ό Business records: Generally 3–7 years, depending on the records
πŸ“ˆ Investment records: Keep until the asset is sold, plus at least 3 years

Keeping good records can save you time, money, and stress if questions ever arise.

πŸ“ž Not sure what you should keep? Legacy Tax Group can help.

πŸ‘Ά Tax Tip Tuesday: Life Changes = Tax ChangesπŸ’‘ Tax Tip TuesdayBig life changes can mean big tax changes!Don't wait until...
07/14/2026

πŸ‘Ά Tax Tip Tuesday: Life Changes = Tax Changes

πŸ’‘ Tax Tip Tuesday

Big life changes can mean big tax changes!

Don't wait until tax season to tell your CPA about major events like:

πŸ‘Ά Having a baby
πŸ’ Getting married
πŸ’” Getting divorced
🏠 Buying or selling a home
πŸ’Ό Starting a business
πŸŽ“ Sending a child to college
πŸ‘΅ Retiring

These milestones can affect your withholding, tax credits, deductions, and planning opportunities.

The sooner we know, the better we can help you prepare.

πŸ“ž Reach out to Legacy Tax Group anytime your life changes, we're here year-round!

πŸš— Tax Tip Tuesday: Business Mileage MattersπŸ’‘ Tax Tip TuesdayNot all driving is created equal!If you own a business, many...
07/07/2026

πŸš— Tax Tip Tuesday: Business Mileage Matters

πŸ’‘ Tax Tip Tuesday

Not all driving is created equal!

If you own a business, many miles you drive for work may be tax deductible.

Examples include:
βœ”οΈ Driving to meet clients
βœ”οΈ Trips to the bank or post office
βœ”οΈ Office supply runs
βœ”οΈ Travel between job sites

❌ Your normal commute from home to your regular workplace generally isn't deductible.

Keep a mileage log throughout the yearβ€”it can save you hundreds or even thousands at tax time.

πŸ“ž Need help maximizing your deductions? Legacy Tax Group has you covered.

Address

Haslet, TX
76052

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