Oneeva Financial Group

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Coral Springs, FL
Oneeva Financial Group

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ONEEVA Financial Group provides accounting, financial operations, and advisory support for growing businesses seeking stronger financial structure, visibility, and scalability.

10/22/2026

𝗕𝗲𝗳𝗼𝗿𝗲 𝘆𝗼𝘂𝗿 𝘆𝗲𝗮𝗿-𝗲𝗻𝗱 𝘁𝗮𝘅 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗺𝗲𝗲𝘁𝗶𝗻𝗴, 𝗵𝗮𝘃𝗲 𝘁𝗵𝗲𝘀𝗲 𝟳 𝘁𝗵𝗶𝗻𝗴𝘀 𝗿𝗲𝗮𝗱𝘆.

A year-end tax planning meeting should be spent making decisions, not searching for numbers.

Before you meet with your accountant, have these seven things ready:

𝟭. 𝗬𝗼𝘂𝗿 𝟮𝟬𝟮𝟱 𝘁𝗮𝘅 𝗿𝗲𝘁𝘂𝗿𝗻
It gives your accountant the starting point and prior-year tax picture.

𝟮. 𝗬𝗲𝗮𝗿-𝘁𝗼-𝗱𝗮𝘁𝗲 𝗣&𝗟 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝘆𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗰𝗹𝗼𝘀𝗲𝗱 𝗺𝗼𝗻𝘁𝗵
Not a bank-feed download. Use reconciled financials.

𝟯. 𝗬𝗼𝘂𝗿 𝗤𝟰 𝗲𝘀𝘁𝗶𝗺𝗮𝘁𝗲
Expected revenue, major expenses, payroll, and anything unusual before December 31.

𝟰. 𝟮𝟬𝟮𝟲 𝗲𝘀𝘁𝗶𝗺𝗮𝘁𝗲𝗱 𝘁𝗮𝘅 𝗽𝗮𝘆𝗺𝗲𝗻𝘁𝘀 𝗺𝗮𝗱𝗲
Include payment dates and confirmation records.

𝟱. 𝗣𝗮𝘆𝗿𝗼𝗹𝗹 𝗮𝗻𝗱 𝗰𝗼𝗺𝗽𝗲𝗻𝘀𝗮𝘁𝗶𝗼𝗻 𝗶𝗻𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻
Especially important for owners taking wages from the business.

𝟲. 𝗠𝗮𝗷𝗼𝗿 𝗽𝘂𝗿𝗰𝗵𝗮𝘀𝗲𝘀 𝗮𝗻𝗱 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗻𝗴 𝗮𝗰𝘁𝗶𝘃𝗶𝘁𝘆
Equipment, vehicles, loans, large capital expenditures, or property transactions.

𝟳. 𝗠𝗮𝗷𝗼𝗿 𝗰𝗵𝗮𝗻𝗴𝗲𝘀 𝗼𝘂𝘁𝘀𝗶𝗱𝗲 𝘁𝗵𝗲 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀
Investment gains or losses, rental activity, retirement distributions, new income sources, or other significant changes.

The goal is simple:

Your accountant should spend the meeting helping you decide what to do before year-end, not rebuilding information that should already be available.

And if you're using QuickBooks, Xero, or another accounting system, give your accountant the appropriate 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁 𝗼𝗿 𝗱𝗲𝗹𝗲𝗴𝗮𝘁𝗲𝗱 𝗮𝗰𝗰𝗲𝘀𝘀, not your personal login credentials.

Get the numbers organized now so the tax conversation can focus on decisions.

10/21/2026

𝗬𝗼𝘂𝗿 𝗛𝗦𝗔 𝗹𝗶𝗺𝗶𝘁 𝗶𝘀 𝗻𝗼𝘁 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗰𝗮𝗹𝗹𝘆 𝘄𝗵𝗮𝘁 𝘆𝗼𝘂 𝗰𝗮𝗻 𝗰𝗼𝗻𝘁𝗿𝗶𝗯𝘂𝘁𝗲.

Thinking about adding money to your HSA before year-end?

Start with eligibility, not the contribution limit.

For 2026, the annual HSA contribution limits are:
$𝟰,𝟰𝟬𝟬 for self-only coverage
$𝟴,𝟳𝟱𝟬 for family coverage
+$𝟭,𝟬𝟬𝟬 catch-up contribution for eligible individuals age 55 or older IRS

But seeing the annual limit does not automatically mean you can contribute that full amount.

Your permitted contribution can depend on things like:
• When you became HSA-eligible
• Your type of health coverage
• Other disqualifying coverage
• Contributions already made by you or your employer
• Medicare enrollment

That matters because excess contributions can create their own tax problem.

Before making an additional deposit, review your eligibility dates and year-to-date contributions.

Don't contribute based on the headline number alone. Confirm what you're actually eligible to contribute.

10/20/2026

𝗦𝗲𝗰𝘁𝗶𝗼𝗻 𝟭𝟳𝟵: 𝗧𝗵𝗲 𝗱𝗲𝗱𝘂𝗰𝘁𝗶𝗼𝗻 𝗶𝘀 𝗿𝗲𝗮𝗹. 𝗦𝗼 𝗶𝘀 𝘁𝗵𝗲 𝗰𝗮𝘀𝗵 𝗹𝗲𝗮𝘃𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗯𝗮𝗻𝗸 𝗮𝗰𝗰𝗼𝘂𝗻𝘁.

Buying equipment before year-end?

Section 179 may allow your business to expense qualifying property placed in service during 2026 instead of recovering the cost over several years.

For 2026, the maximum Section 179 deduction is $2.56 million. The deduction begins to phase out when total Section 179 property placed in service exceeds $4.09 million. IRS

But this is where business owners can get distracted by the tax benefit.

A deduction does not put the purchase price back into your bank account.

Before approving a large year-end purchase, ask:

Do we actually need it?
Can the business comfortably afford it?
What is the estimated tax benefit after the rules and limitations are applied?

Section 179 can be valuable, but the tax deduction should support the business decision, not create it.

If you’re considering equipment before December 31, have your accountant compare the purchase, cash impact, and available depreciation options before you commit.

Planning a significant equipment purchase? Run the numbers before approving it for tax reasons.

10/16/2026

𝗠𝘆 𝘁𝗮𝘅 𝗰𝗼𝗹𝗹𝗲𝗮𝗴𝘂𝗲𝘀, 𝗵𝗼𝘄 𝗮𝗿𝗲 𝘄𝗲 𝗳𝗲𝗲𝗹𝗶𝗻𝗴 𝗿𝗶𝗴𝗵𝘁 𝗻𝗼𝘄? 😅

October 15 is officially behind us.

Did you survive?
Did you sleep?
Did you finally close the laptop at a reasonable hour?
Or are you still answering “one quick question” emails that somehow turned into five more questions?

For everyone who made it through extension season, take the win today.

Check in below. How are we doing this morning?

10/13/2026

𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟭𝟱 𝗶𝘀 𝗧𝗪𝗢 𝗗𝗔𝗬𝗦 𝗔𝗪𝗔𝗬 🚨

If you extended your 2025 federal individual tax return, now is the time to finish.

Send your preparer any missing documents. Confirm they received them, and ask whether they need anything else.

After your return is electronically filed, request confirmation that the IRS accepted it.

Remember: an extension gave you more time to file. For most taxpayers, payment was still due April 15.

Don’t wait until the last day to find out something is missing.

Get it filed. Today. Don’t wait.

10/09/2026

𝗧𝗵𝗲 𝟬% 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗚𝗮𝗶𝗻𝘀 𝗕𝗿𝗮𝗰𝗸𝗲𝘁: 𝗔𝗿𝗲 𝗬𝗼𝘂 𝗨𝘀𝗶𝗻𝗴 𝗜𝘁?

Some long-term investment gains may qualify for a 0% federal income tax rate.

For 2026, the taxable income threshold is $98,900 for married couples filing jointly and $49,450 for single filers.
But here's where people can misunderstand the rule.

The gain from selling your investment is included when determining how much falls within the 0% bracket.

You might qualify for the 0% rate on part of your gain without qualifying for it on the entire amount.

If you’re considering selling investments before year-end, review your projected income and potential gains first.

𝗧𝗵𝗲 𝘁𝗶𝗺𝗲 𝘁𝗼 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝘁𝗵𝗲 𝘁𝗮𝘅 𝗶𝗺𝗽𝗮𝗰𝘁 𝗶𝘀 𝗯𝗲𝗳𝗼𝗿𝗲 𝘆𝗼𝘂 𝘀𝗲𝗹𝗹, 𝗻𝗼𝘁 𝘄𝗵𝗲𝗻 𝘆𝗼𝘂’𝗿𝗲 𝗽𝗿𝗲𝗽𝗮𝗿𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗿𝗲𝘁𝘂𝗿𝗻.

10/07/2026

𝗔 𝗯𝗮𝗻𝗸 𝗳𝗲𝗲𝗱 𝗶𝘀 𝗻𝗼𝘁 𝗮 𝗳𝗶𝗻𝗶𝘀𝗵𝗲𝗱 𝘀𝗲𝘁 𝗼𝗳 𝗯𝗼𝗼𝗸𝘀.

Your bank transactions downloaded. That doesn’t mean your books are done.

Before relying on those numbers, reconcile your accounts and review duplicates,
uncategorized expenses, missing transactions, and transfers recorded incorrectly.

Clean books start with reconciled accounts.

10/06/2026

𝗔𝗿𝗲 𝘆𝗼𝘂𝗿 𝟮𝟬𝟮𝟲 𝗲𝘀𝘁𝗶𝗺𝗮𝘁𝗲𝗱 𝘁𝗮𝘅 𝗽𝗮𝘆𝗺𝗲𝗻𝘁𝘀 𝘀𝘁𝗶𝗹𝗹 𝗼𝗻 𝘁𝗿𝗮𝗰𝗸?

Q4 is a good time to review what you’ve already paid, how your income has changed, and whether you need to adjust.

For many taxpayers, safe harbor is generally based on 90% of expected 2026 tax or 100% of 2025 tax, with a 110% prior-year threshold for certain higher-income taxpayers.

The next individual estimated-tax payment is generally due 𝗝𝗮𝗻𝘂𝗮𝗿𝘆 𝟭𝟱, 𝟮𝟬𝟮𝟳.

𝗗𝗼𝗻’𝘁 𝘄𝗮𝗶𝘁 𝘂𝗻𝘁𝗶𝗹 𝘁𝗮𝘅 𝘀𝗲𝗮𝘀𝗼𝗻 𝘁𝗼 𝗳𝗶𝗻𝗱 𝗼𝘂𝘁 𝘄𝗵𝗲𝗿𝗲 𝘆𝗼𝘂 𝘀𝘁𝗮𝗻𝗱.

10/01/2026

𝗧𝗮𝘅 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘃𝘀. 𝗧𝗮𝘅 𝗣𝗿𝗲𝗽𝗮𝗿𝗮𝘁𝗶𝗼𝗻: 𝗪𝗵𝘆 𝗤𝟰 𝗠𝗮𝘁𝘁𝗲𝗿𝘀

Tax preparation looks backward at what already happened. Tax planning looks ahead at decisions you may still have time to make.

Q4 is a good time to review:
• Year-to-date profit.
• Estimated tax payments.
• Projected year-end income.
• Significant business purchases you're considering.
• Year-end planning opportunities that may apply.

And one point I think is especially important:

𝗗𝗼𝗻’𝘁 𝗺𝗮𝗸𝗲 𝗮 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗽𝘂𝗿𝗰𝗵𝗮𝘀𝗲 𝘀𝗶𝗺𝗽𝗹𝘆 𝗯𝗲𝗰𝗮𝘂𝘀𝗲 𝗶𝘁’𝘀 𝗱𝗲𝗱𝘂𝗰𝘁𝗶𝗯𝗹𝗲.

First ask whether the business needs it, whether the cash is available, and how it affects cash flow. Then understand the tax impact.

Preparation looks backward. Planning gives you time to act.

09/30/2026

Q3 closes today. Before you make Q4 plans, look at five numbers:

Revenue: Are you on track with your annual plan?

Gross margin: Are higher sales translating into better profitability?

Accounts receivable: How much is still unpaid, and how old is it?

Cash: Is your cash position better or worse than it was at the beginning of the quarter?

Actual vs. budget: Where did performance differ from what you expected?

Quarter-end isn't just an accounting deadline. It's an opportunity to understand what happened before deciding what comes next.

Better Q4 planning starts with understanding Q3.

Address

Coral Springs, FL

Telephone

+19548003210

Website

http://www.oneevafinancial.com/

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