Legacy Tax Resolution - Tacoma

06/24/2026

Could you find your most important financial documents in 10 minutes?

A mortgage statement.

An insurance policy.

A loan document.

A birth certificate.

A will or other important record.

If those files are scattered across drawers, emails, apps, and old folders, now is a good time to give them a real home.

Start by grouping documents by type, labeling the folders, and deciding what should be stored physically, digitally, or both.

A little organization now can make those important records much easier to find later.

https://www.kiplinger.com/personal-finance/how-to-store-your-financial-documents

06/23/2026

𝙒𝙝𝙖𝙩 𝙨𝙝𝙤𝙪𝙡𝙙 𝙄 𝙙𝙤 𝙞𝙛 𝙄 𝙘𝙖𝙣’𝙩 𝙥𝙖𝙮 𝙢𝙮 𝙄𝙍𝙎 𝙗𝙖𝙡𝙖𝙣𝙘𝙚 𝙖𝙡𝙡 𝙖𝙩 𝙤𝙣𝙘𝙚?

If you can't pay in full, ignoring the bill is the worst thing you can do. The IRS offers several relief options, and a Streamlined Installment Agreement is often one of the simplest paths.

For balances under $50,000, you can make monthly payments without going through the longer financial review process.

But that doesn’t mean you should guess at the payment amount or assume it's your only option.

Before setting one up, look at:
• What you owe
• What you can actually pay each month
• Whether all required returns are filed
• Whether the balance is under the $50,000 line

If an IRS balance has been sitting on your mind, don't guess at the right strategy. Let’s look at the numbers together and find the path that actually fits your situation.

06/23/2026

Calculating Crypto Taxes Simplified For Tacoma Investors

Calculating crypto taxes? Clear up the confusion around swaps, wallet transfers, rewards, and missing cost basis.

06/22/2026

Did you miss the April tax deadline? Or worse, did you file but couldn't afford to pay what you owed?

Sure, it's been a few months since the deadline, but the IRS hasn't forgotten. So sit down with us for a midyear check in. We can look at:
• Unfiled returns from 2025 (or earlier) that are blocking you from negotiating.
• Fresh IRS notices or letters sitting unopened on your desk.
• Setting up a protection plan before the IRS threatens a levy or lien.

The cheapest time to fix tax debt is always 𝘳𝘪𝘨𝘩𝘵 𝘯𝘰𝘸.

DM us, and let's get you on the path toward a clean tax slate.

06/19/2026

𝙒𝙝𝙖𝙩 𝙨𝙝𝙤𝙪𝙡𝙙 𝙄 𝙙𝙤 𝙗𝙚𝙛𝙤𝙧𝙚 𝙢𝙮 𝙨𝙩𝙪𝙙𝙚𝙣𝙩 𝙡𝙤𝙖𝙣𝙨 𝙖𝙧𝙚 𝙙𝙞𝙨𝙘𝙝𝙖𝙧𝙜𝙚𝙙?

Start gathering the details before the tax year closes.

Log into StudentAid.gov and check your:
• Repayment plan
• Loan status
• Qualifying payment count
• Projected forgiveness date

Then estimate the balance that may be forgiven. If it’s taxable, that amount could affect your total income for the year and what you may owe.

If your discharge will happen in 2026, we should look at the numbers 𝘯𝘰𝘸 so you’re not surprised later by a federal or state tax bill.

DM us to schedule a planning session before the discharge is finalized.

06/18/2026

𝙒𝙝𝙖𝙩 𝙙𝙤 𝙄 𝙙𝙤 𝙞𝙛 𝙄 𝙝𝙖𝙫𝙚 𝙪𝙣𝙥𝙖𝙞𝙙 𝙩𝙖𝙭𝙚𝙨 𝙛𝙧𝙤𝙢 2025?

If you still owe from 2025 or earlier, you don’t have to keep guessing at what to do next.

Start by getting clear on:
• Which years have balances
• Whether returns are missing
• What notices you’ve received
• What payments are already set up
• What the IRS or state says you owe

Before you send another payment or put it off again, let’s look at the full picture together.

06/18/2026

Is Student Loan Forgiveness Taxable for Tacoma Taxpayers in 2026? https://legacytaxresolution.com/is-student-loan-forgiveness-taxable-for-tacoma-taxpayers-in-2026/?utm_source=rss&utm_medium=rss&utm_campaign=is-student-loan-forgiveness-taxable-for-tacoma-taxpayers-in-2026&utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Is student loan forgiveness taxable this year? See how 2026 tax rule changes may affect your refund, AGI, and IRS reporting.

06/18/2026

How the Secure 2.0 Act Changes Beneficiary IRS Tax Rules For Your Tacoma Heirs https://legacytaxresolution.com/how-the-secure-2-0-act-changes-beneficiary-irs-tax-rules-for-your-tacoma-heirs/?utm_source=rss&utm_medium=rss&utm_campaign=how-the-secure-2-0-act-changes-beneficiary-irs-tax-rules-for-your-tacoma-heirs&utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

The 2026 beneficiary IRA tax rules under Secure 2.0 depend on who your heirs are. Audit your estate plan to protect your family from a huge tax bill.

06/17/2026

𝙄𝙨 𝙢𝙮 𝙨𝙩𝙪𝙙𝙚𝙣𝙩 𝙡𝙤𝙖𝙣 𝙛𝙤𝙧𝙜𝙞𝙫𝙚𝙣𝙚𝙨𝙨 𝙩𝙖𝙭𝙖𝙗𝙡𝙚 𝙩𝙝𝙞𝙨 𝙮𝙚𝙖𝙧?

For loans forgiven in 2026, the answer depends on which forgiveness program your discharge came from.

Some forgiveness is still tax-free at the federal level, including:
• Public Service Loan Forgiveness
• Teacher Loan Forgiveness
• Death discharge
• Many total and permanent disability discharges

But if your forgiveness comes through a long-term Income-Driven Repayment plan, you may need to plan for a federal tax bill.

If your loans are being forgiven this year, don’t wait until tax time to check your paperwork.

DM us to schedule a time to review your forgiveness program, discharge date, and what it could mean for your return.

06/16/2026

Did the job market change your tax situation this year?

If you lost a job, switched roles, picked up gig work, or had your hours cut, your tax picture may have changed too:

• Unemployment and severance can be taxable
• Gig or 1099 income doesn’t have automatic withholding
• Multiple W-2s in one year can throw off withholding
• A household income change can affect what you owe

If your income shifted this year, don’t wait until filing season to find out whether you paid enough tax.

https://www.hr-brew.com/stories/may-job-growth-uneven-labor-market?mbcid=46039271.4093642&mblid=2a8ee9dc8a40&mid=07b33c9f5339a15bd3763206a28228ec&utm_campaign=mb&utm_medium=newsletter&utm_source=morning_brew