In The Moment Financial Services

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

09/03/2026

So you want a business credit card, but do you know what type would be best for your particular situation? 👀

Watch this quick video to learn more about the different types of business credit cards and when you should use them.

📌 Want some guidance? Tap the link in my bio to book a Strategize With Me session!

If this was helpful for you SAVE and SHARE with a friend!

And no, it doesn't happen overnight. There are plenty of long days, pivots, lessons, and “what am I doing?” moments alon...
09/03/2026

And no, it doesn't happen overnight. There are plenty of long days, pivots, lessons, and “what am I doing?” moments along the way. 😂

But every step gets you closer to building something that supports the life you actually want to live.

Don’t just build a business.

Build a life you love—and let your business support it. 💼🏽✨

💬 P.S. Client Appreciation Day is Coming in October! Click the link in bio to learn more and RSVP!

Our clients routinely tell us they appreciate how simple we make the tax filing process for them. It goes like this:✅ Bo...
09/02/2026

Our clients routinely tell us they appreciate how simple we make the tax filing process for them. It goes like this:

✅ Book a tax consultation
✅ Upload your documents
✅ We prepare your return
✅ Final review together BEFORE we hit submit
✅ DONE!

Simply book a tax consultation at the link in bio to get started. Talk soon!

09/02/2026

Did you know that there are several different taxes business owners are required to make? 👀

If you're a business owner looking to make sure your business is fully tax compliant it might be time to schedule a meeting with us!

📅 Tap the link in my bio to book a Strategize With Me session!

If this was helpful for you 📌SAVE and 📨SHARE with a friend!

09/01/2026

Should you actually use all of your credit limit? Short answer: No. 🛑

To maintain strong credit, aim to keep your total balance under 30% of your available limit at any given time. Lower utilization = higher credit scores and better terms from banks.

If you’re trying to optimize your spending, scale your finances, or build a personalized road map, let’s get to work.

📅 Tap the link in my bio to book a Strategize With Me session!

If this was helpful for you SAVE and SHARE with a friend!

🚨 The IRS Is Not Texting You.And if you receive a text message claiming you're owed a refund, have an overdue tax bill, ...
08/31/2026

🚨 The IRS Is Not Texting You.

And if you receive a text message claiming you're owed a refund, have an overdue tax bill, or need to "verify your information"...

DO NOT CLICK THE LINK. 🚫🔗

Tax scams are becoming more common, and scammers often use text messages, emails, and phone calls that look surprisingly legitimate.

A few things to remember:

🚩 The IRS does not text taxpayers demanding payment.

🚩 The IRS does not threaten arrest over the phone.

🚩 The IRS does not ask for payment through gift cards, cryptocurrency, Cash App, or Venmo.

Most scams create a sense of urgency because they want you to act before you have time to think.

If something feels off, pause before clicking, responding, or sharing personal information.

When in doubt, verify first. 💡

Have you received a tax scam text or email recently? Let us know in the comments. 👇

Quick post! Christmas Party!
08/28/2026

Quick post! Christmas Party!

Small steps build big businesses. 🌱It's easy to focus on the big milestones—the six-figure year, the new office, the fir...
08/26/2026

Small steps build big businesses. 🌱

It's easy to focus on the big milestones—the six-figure year, the new office, the first employee, or the next big client.

But most successful businesses aren't built overnight.

They're built through the small things you do consistently.

Don't underestimate the power of small, intentional progress.

Keep building. Your future business will thank you for it. 💙

Need guidance on taking that next step? Book a business coaching session at www.inthemoment101.com

💬 Ask Me Anything About Taxes!No question is too simple.Whether you're wondering about tax refunds, side hustles, write-...
08/24/2026

💬 Ask Me Anything About Taxes!

No question is too simple.

Whether you're wondering about tax refunds, side hustles, write-offs, LLCs, quarterly taxes, or something that's been on your mind, drop your question in the comments! 👇

Chances are, if you're wondering about it, someone else is too.

Let's make taxes a little less confusing—one question at a time. 😊

08/21/2026

The sooner our youth understand entrepreneurship, the better!

This summer we had the privilege to work with the teens of Epiphany Fellowship to mentor teens and teach them about how to create business plans! 😊

Our CEO Jarde Allen knows the power of giving knowledge back to our community to fuel the next generation of wealth builders! We want to say thank you for this incredible opportunity!

Address

179 Berks Street, Suite 203, Philadelphia Pa 19122
Philadelphia, PA
19139

Opening Hours

Monday 9am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 7pm
Saturday 10am - 4pm
Sunday 10am - 4pm

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