In The Moment Financial Services

In The Moment Financial Services Personal & Business Tax Preparation & Strategy / Bookkeeping

05/22/2026

That 1 million does sound good though! šŸ¤”šŸ’°

Profit & loss is simpler than most people think. It just represents what came in and what went out.

This was from our Taxes and Entreprenuship workshop at the 2nd Annual Business Expo & Summit hosted by and at

Looking forward to joining the 2nd Annual Business Expo & Summit at  this week! šŸ’¼Hosted by  in partnership with  , this ...
05/18/2026

Looking forward to joining the 2nd Annual Business Expo & Summit at this week! šŸ’¼

Hosted by in partnership with , this year’s theme — ā€œIndependence to Innovationā€ — brings together entrepreneurs, small business owners, resource partners, and civic leaders for conversations around growth, stability, and innovation.

Jarde’ will be speaking during the session:

ā€œInnovation on a Budget: Creative Solutions for Small Businessesā€

Excited to share practical insights around entrepreneurship, taxes, and financial strategies that can help business owners build smarter and more sustainably. šŸ™šŸ½

The IRS may owe you money from COVID-era tax penalties... and many people don’t even realize it!During and after the pan...
05/14/2026

The IRS may owe you money from COVID-era tax penalties... and many people don’t even realize it!

During and after the pandemic, the IRS issued penalties for things like:

šŸ‘‰ late filing
šŸ‘‰ late payment
šŸ‘‰ missed notices

In some cases, the IRS has been automatically providing relief or refunds tied to those penalties.

So what does that mean for you?

If you received IRS penalties during the COVID years, it may be worth checking:
āœ” Whether you already received relief automatically
āœ” Whether you qualify for penalty relief
āœ” Whether you have unresolved notices or balances tied to that period

A lot of people assume once they pay a penalty, that’s the end of it — but that’s not always true.

The bigger takeaway:
Don’t ignore old IRS notices or assume there are no options available.

There may still be opportunities to resolve or reduce past penalties, especially from the pandemic years. Still need your taxes filed? Schedule a consultation on our website!

www.inthemoment101.com

Tax season is over… but a few things are already changing for next year.Here’s what to keep on your radar:šŸ’³ 1099-K repor...
05/12/2026

Tax season is over… but a few things are already changing for next year.

Here’s what to keep on your radar:

šŸ’³ 1099-K reporting is expanding
More income from platforms like Venmo, PayPal, and Stripe may be reported — even for smaller amounts.

šŸ“‰ Some tax breaks are decreasing
Certain deductions (like bonus depreciation) aren’t as generous as they were in past years.

āš ļø Tax rules are getting stricter
Not new rules, just more visibility, better systems, and less room for guesswork.

What does this all mean?

šŸ‘‰ Staying organized throughout the year matters more than ever.

Nothing to panic about, just something to stay ahead of.

That’s how you make next tax season a lot smoother.

If you’re using Cash App (or Venmo, PayPal, etc.) for business, there’s a good chance more of that income is being repor...
05/07/2026

If you’re using Cash App (or Venmo, PayPal, etc.) for business, there’s a good chance more of that income is being reported than before.

And here’s the part a lot of people miss:

šŸ‘‰ Even if you don’t receive a tax form, that income is still taxable.

With reporting rules expanding, there’s less room for ā€œI didn’t knowā€ or ā€œit wasn’t tracked.ā€

What to do now: šŸ’° Track all of your income! The easiest way to do this is to have a business bank account for all related business income and expenses.

It’ll save you a lot of confusion (and stress) next tax season.

If April felt a little stressful, this is the time to make a change for next year.One simple strategy more business owne...
05/05/2026

If April felt a little stressful, this is the time to make a change for next year.

One simple strategy more business owners are using:
šŸ‘‰ paying taxes quarterly instead of all at once

Instead of facing one big bill, you’re gradually paying throughout the year.

Why it helps:
• Smaller, more manageable payments
• Less risk of penalties
• Better awareness of your cash flow
• No big surprises next April

It doesn’t have to be perfect — even starting somewhere makes a difference.

What you do now determines how next tax season feels.

Another tax season in the books — and we just want to say, THANK YOU!ā˜ŗļøTo every client who trusted In The Moment Financi...
04/21/2026

Another tax season in the books — and we just want to say, THANK YOU!ā˜ŗļø

To every client who trusted In The Moment Financial Services with your taxes… we appreciate you.

Whether you came prepared, had last-minute questions, or needed a little extra support along the way... it was our pleasure to help you get it done.

Tax season is always busy, but it’s also a reminder of why we do this work: supporting individuals and business owners in moments that can often feel overwhelming.

Now that the deadline has passed, our focus shifts to helping you stay organized, informed, and prepared year-round.

Because the goal isn’t just getting through tax season. It's also to make the next one even smoother. šŸ˜‰

Big week ahead for us — right before Tax Day.šŸ“ Tuesday (Tonight!), 5:30PMJoin us at LeadHERship Happy Hour at Ocean Prim...
04/14/2026

Big week ahead for us — right before Tax Day.

šŸ“ Tuesday (Tonight!), 5:30PM
Join us at LeadHERship Happy Hour at Ocean Prime, an evening of connection, conversation, and community with some of Philadelphia’s leading women in business. Hosted by

šŸ“» Wednesday (4/15), 12pm
Catch us on 107.9 Classix with Shaila Scott for Side Hustle Wednesday.

✨ Then later…
We’ll be at Essie’s Restaurant & Lounge (6–9PM) for Side Hustle Wednesday, featuring a VIP Meet & Greet with Freddie Jackson celebrating his new candle line. .nj

If you’re out this week, come connect with us.

And if your taxes are still on your list… now’s the time. šŸ˜‰

Big week ahead for us, right before Tax Day.šŸ“ Tuesday (4/14), 5:30PMJoin us at LeadHERship Happy Hour at Ocean Prime — a...
04/11/2026

Big week ahead for us, right before Tax Day.

šŸ“ Tuesday (4/14), 5:30PM
Join us at LeadHERship Happy Hour at Ocean Prime — an evening of connection, conversation, and community with some of Philadelphia’s leading women in business.

šŸ“» Wednesday (4/15), 12pm
Catch us on 107.9 Classix with Shaila Scott for Side Hustle Wednesday.

✨ Then later…
We’ll be at Essie’s Restaurant & Lounge (6–9PM) for Side Hustle Wednesday, featuring a VIP Meet & Greet with Freddie Jackson celebrating his new candle line.

If you’re out this week, come connect with us.

And if your taxes are still on your list… now’s the time. šŸ˜‰

We all know the feeling! This crab boil ain't paying for itself! 😩 less than 7 days to file your taxes!
04/10/2026

We all know the feeling! This crab boil ain't paying for itself! 😩 less than 7 days to file your taxes!

🚨 7 days left until Tax Day.If your taxes are still undone, this is your moment.Because next week?It’s stress.It’s rushi...
04/08/2026

🚨 7 days left until Tax Day.

If your taxes are still undone, this is your moment.

Because next week?
It’s stress.
It’s rushing.
It’s hoping nothing gets missed.

Or… you can handle it now.

At In The Moment Financial Services, we’re offering free tax consultations to help you get it done quickly and accurately.

But with the deadline this close, spots won’t last!

Book your free consultation before it’s too late on our website!

www.inthemoment101.com

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Philadelphia, PA
19139

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