O'Neal Speaks, CPA

O'Neal Speaks, CPA Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from O'Neal Speaks, CPA, Accountant, Charlotte, NC.

04/16/2026

Views from my office for the day. One busy season to the next

03/02/2026

Dear NIL Athlete,

You are a business.
Time to get structured and plan like it.

🚨 Attention S-Corporation Owners! 🚨The deadline to file your S-Corp Business Tax Return is March 16.Form 1120-S must be ...
02/26/2026

🚨 Attention S-Corporation Owners! 🚨

The deadline to file your S-Corp Business Tax Return is March 16.

Form 1120-S must be filed (or an extension submitted) by this date to avoid unnecessary penalties.

If you haven’t sent in your financials yet, now is the time. Don’t wait until the last minute — let’s make sure your return is filed accurately and on time.

📌 Need to file an extension?
📌 Still finalizing your books?
📌 Have questions about reasonable salary or distributions?

Reach out today so we can get you taken care of.

02/18/2026

đź’ˇ TAX TIP: Did You Upgrade Your Home? You Could Get 30% Back!

If you made energy-efficient improvements to your home, you may qualify for the Energy Efficient Home Improvement Credit.

Here’s what that means:

âś… Get 30% of the cost back as a federal tax credit
âś… Up to $1,200 per year for qualifying improvements
âś… Up to $2,000 per year for heat pumps and certain high-efficiency systems

Eligible upgrades may include:
• Energy-efficient HVAC systems
• Heat pumps
• Insulation
• Exterior doors & windows
• Electrical panel upgrades

Schedule your meeting today: https://calendly.com/sospeakscpapllc

02/09/2026

🚨 Worked overtime in 2025? Don’t file your taxes yet. 🚨

There’s a new federal deduction for overtime pay — but here’s the catch: it’s NOT automatic in 2025.

Most employers are not required to break out eligible overtime on your W-2 this year. If it’s missing and you don’t catch it, you could miss the deduction entirely.

👉 If you worked overtime in 2025:
✔️ Open your W-2
✔️ Look for overtime pay listed separately
✔️ If it’s not there, grab your last 2025 paystub (year-to-date overtime matters)

Taxes are no longer “set it and forget it.” A quick W-2 check could mean real savings.

If you’re unsure what to look for, that’s exactly what we help with. 💼💡

02/06/2026

In this video I break down the No Tax on Tips provision👇
If you earn tips, this could mean more of your hard-earned money staying in your pocket instead of going to taxes. I explain what it is, who it applies to, and what it could mean in real life—not just in headlines.

Help us reach our firm goal of forming 100 new tax relationships this season: Why Clients Choose Our Firm1. We don’t jus...
02/03/2026

Help us reach our firm goal of forming 100 new tax relationships this season:

Why Clients Choose Our Firm

1. We don’t just file returns — we explain them.
Clients work with us because they want to actually understand their tax situation. We break things down in plain English, answer questions without rushing, and make sure clients know why decisions are being made — not just what numbers show up on the return.

2. Proactive, year-round tax strategy (not last-minute surprises).
Most firms only look backward. We look ahead. Our clients benefit from ongoing tax planning, estimated-tax guidance, and strategy conversations throughout the year so there are fewer surprises and more control.

3. Built for business owners and high-earning professionals.
We specialize in small businesses, self-employed professionals, real estate investors, and growing households. That means we understand entity structures, deductions, cash flow, payroll, and compliance — not just W-2 returns.

4. One relationship for taxes, accounting, and advisory.
Instead of juggling multiple providers, clients get a coordinated approach. Tax prep, bookkeeping review, and advisory insights all talk to each other — which leads to cleaner books, stronger decisions, and better outcomes.

5. We are detail-driven and practical.
We are conservative where it matters and strategic where it counts. Our goal is not to push risky positions — it’s to help clients take advantage of the tax code confidently and correctly.

6. Clear communication and responsiveness.
Clients don’t feel ignored or confused. We set expectations, communicate timelines, and respond like real humans — not a ticket system that disappears during tax season.

7. A long-term partner, not a transactional preparer.
Clients stay with us because we grow with them. As their income, business, or family changes, their tax strategy changes too — and we’re already ahead of it.

01/15/2026

⏳ 10 days to go!

The IRS e-file system opens in just 10 days, marking the official start of the new tax season.

This isn’t just about filing returns — it’s also the beginning of a new tax planning window. The earlier you start, the more opportunities you have to implement strategies that can help reduce your tax bill, improve cash flow, and plan smarter for the year ahead.

Now is the time to get organized, ask questions, and be proactive.

www.sospeakscpa.com

01/08/2026
🚨 Tax season is right around the corner! 🚨We’re officially gearing up and now accepting new clients for the upcoming tax...
01/06/2026

🚨 Tax season is right around the corner! 🚨

We’re officially gearing up and now accepting new clients for the upcoming tax season. Whether you’re filing as an individual, business owner, or need help getting organized, we’ve got you covered.

👉 https://forms.gle/R4veeYVvb54aBPjz6

Let’s make tax season simple and stress-free!

Address

Charlotte, NC
28278

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