About O.M. Allen Solutions, LLC

At O.M. Allen Solutions, LLC, we take pride in serving the Charlotte, NC community with top-tier accounting and financial services. Our highly skilled team provides confidential, personalized solutions to individuals, small businesses, and corporations. We focus on helping clients strengthen their financial controls, improve forecasting, and maximize profitability with clear, accurate financial data. Whether you're navigating personal finance challenges or complex business needs, we offer guidance tailored to your specific situation.

Meet the Owner

Dr. Octavia M. Allen, CPA (Active – NC #39598)

Founder, O.M. Allen Solutions LLC

Dr. Octavia Allen is the founder and owner of O.M. Allen Solutions LLC, a full-service accounting and advisory firm dedicated to helping individuals, entrepreneurs, and businesses build strong financial foundations. With over a decade of experience, she brings a uniquely comprehensive perspective to every client engagement.

A proud graduate of North Carolina A&T State University (B.S. Accounting), Michigan State University (M.S. in Accounting), and the University of North Carolina at Charlotte (Doctorate in Business Administration), Dr. Allen combines rigorous academic training with deep real-world expertise. Her professional background includes roles in Big 4 accounting, regional public accounting firms, banking, consulting, and academia. Today, as a professor, she teaches taxation through a hands-on, real-world lens—ensuring her students and clients alike understand not just what the tax rules are, but why they matter.

More about O.M. Allen Solutions, LLC

Small-Business & Industry Expertise

Octavia has extensive experience supporting small businesses and independent professionals across a wide range of industries, including personal appearance and wellness, transportation and delivery, food and beverage, NIL support, 1099 earners, real estate professionals, professional service providers, and nonprofit/public-sector entities.

🤝 Client-Centered Service Powered by Smart, Ethical Technology

O.M. Allen Solutions LLC operates as a state-of-the-art, technology-enabled firm built for the modern client. We leverage secure digital platforms, automation, and ethically applied AI to streamline workflows, reduce turnaround times, and eliminate the stress traditionally associated with financial management.

But our technology isn’t just about convenience—it’s about empowerment.

By enhancing efficiency on the backend, we create more space to deliver what clients truly need:

real-time insights, timely advisory support, and proactive guidance based on clean, current financial data.

Our approach ensures clients benefit from:

• Seamless, organized, and secure document exchange
• Faster response times and improved transparency
• Automated systems that reduce errors and increase accuracy
• Ongoing review of financial information—not just at tax time
• Advisory that reflects the latest tax law changes, regulatory shifts, and industry standards
• A financial partner who stays ahead so clients never fall behind

At O.M. Allen Solutions LLC, technology enhances—rather than replaces—the human relationship. Our systems are designed so clients feel supported, informed, and confident while receiving a modern, efficient, and stress-free financial experience.

A Firm Built to Serve, Not to Sell

People are exceptional at what they do—they just need someone they trust to help manage the financial side. Octavia did not create the firm to chase profit but to genuinely give back knowledge, support compliance, and empower confident financial decision‑making.