I
In The Moment Financial Services
Empowering your financial future with expert accounting and proactive guidance.
5(5 reviews)
$$
accountant
accountant
financial-advising
Services Offered
Tax Preparation
Comprehensive and accurate tax return services for individuals and businesses, including federal, state, and city filings.
Bookkeeping
Professional bookkeeping to help manage finances, track expenses, and maintain organized records for small businesses.
Financial Consulting
Personalized guidance and strategic advice to support financial planning, decision-making, and business growth.
VIP Package
Ongoing support with regular check-ins, proactive accountability, and tailored services for long-term financial management.
Business Coaching
Empowerment sessions to help clients understand and manage their books independently with expert insights.
Reviews
5(5 reviews)
Rating Distribution
5
5
4
0
3
0
2
0
1
0
S
Sheree Rogan
via Google
about 2 months ago
My experience with In The Moment Financial Services was exceptional from start to finish. The tax preparation process was smooth, accurate, and handled with true professionalism. Everything was explained clearly, and I felt confident knowing my return was prepared correctly. I highly recommend their services to anyone looking for a reliable and knowledgeable tax preparer.
O
Operations Housevia Google
3 months ago
I waited to work with Jardé until my business could afford her, and she was 100% worth the wait. When we met in a women's business cohort in 2024, I knew I wanted her in my business corner. She’s fast, clear, and on top of every detail—if you’ve ever had a tax accountant you had to chase down, this is your sign to switch. Jardé will hold you accountable, walk you through decisions with context, ask questions you didn’t know to ask, and answer every single one of yours like the pro she is.
A
Asya Richardson (Indian Princess Hair)via Google
9 months ago
I I can’t say enough good things about In the Moment Financial Services! Jarde truly understands the unique needs of small businesses. Not only does she do a stellar job with tax preparation, but she also empowers you to manage your books on your own. Every month I look forward to our calls—her proactive guidance and gentle “push” keep me on track. If you’re a business owner who needs that extra boost of support and expertise, I highly recommend Jarde and In the Moment Financial Services. Thanks, Asya
K
Kristen Kennard (Global Kristen)via Google
9 months ago
My husband and I had an incredible experience with Jarde' and her team with our taxes this year. We were communicated with consistently regarding our tax process, and any questions that we had were answered in a very timely fashion. We chose the VIP package that In the Moment offers and we are SO excited to continue building a relationship with this team for the rest of this year, as my husband and I both have our own businesses. Highly recommend!
R
Robin Evia Google
10 months ago
Having my taxes done by In The Moment Financial Services was quick and effortless. All paperwork can be brought into the office or for convenience, download your information. Jarde completes your paperwork in a quick timely fashion and everything is electronically stored for your viewing, in time for a short conference discussion of your taxes. She goes over every line and gives additional information that serves your financial needs, incase added support is necessary, for federal, state, or city taxes owed. Jarde’s services are excellent. You won’t be disappointed.
