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.

10/16/2026

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.

09/29/2026

A tax deduction doesn’t make a bad business purchase a good one.

Before buying something to reduce taxable income, answer these questions first:
1. Do we actually need it?
2. Do we have the cash?
3. Was this already planned?
4. What’s the impact on our cash flow?

Only after that should you think about the tax benefit. Sometimes the better financial decision is to pay the tax and keep your cash.

09/24/2026

If you work with independent contractors, there's an important 1099 change to know before year-end.

For payments made in 2026, the federal reporting threshold for Form 1099-NEC increased from $600 to $2,000.

That may mean fewer forms to file, but I wouldn't change how you collect contractor information.

Continue getting W-9s. Review your vendor records. Check for missing information. And don't wait until January to figure out who needs a 1099.

A little cleanup before December 31 can make filing season much easier.

The reporting threshold changed. The need for clean vendor records didn't.

If you need help reviewing your contractor reporting before filing season, ONEEVA Financial Group can help.

07/24/2026

𝗧𝗼𝗼 𝗠𝗮𝗻𝘆 𝗧𝗼𝗼𝗹𝘀 𝗖𝗿𝗲𝗮𝘁𝗲 𝗖𝗵𝗮𝗼𝘀

Here’s something we see all the time.

A business has invested in tools to solve problems.

But the tools don’t talk to each other.

So instead of solving the problem, they created a new one.

Manual data entry. Inconsistent numbers. Nobody knows what’s actually true.

The fix isn’t another tool.

It’s making sure the tools you have actually work together.

When data flows automatically and you have one source of truth, everything gets easier.

Address

Coral Springs, FL

Telephone

+19548003210

Website

http://www.oneevafinancial.com/

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