Taxes

Looking for bookkeeping and tax preparation services in Philadelphia? Learn how In The Moment Financial Services helps individuals and small businesses stay organized year-round with bookkeeping, tax preparation, and financial guidance.

A Simple Tax Preparation Checklist to Help You Get Organized One of the most common questions we hear every tax season is: "What do I need to bring to my tax appointment?" The good news is that preparing for your appointment doesn't have to be stressful. Having your documents organized ahead of time helps your tax preparer complete your return accurately, identify credits and deductions you may qualify for, and avoid delays caused by missing information. Here's a simple check

Putting Off Your Tax Return? Here's What You Should Know Before You Decide to Skip Filing Every year, I talk to people who are nervous about filing their taxes. Some worry they might owe money. Others are missing documents or simply haven't had the time to get organized. Sometimes, people wonder: "What happens if I just don't file?" If you've ever asked yourself that question, you're not alone. The good news is that understanding your options now can help you avoid bigger pro

If you opened your mail or checked your tax documents and found a 1099-K, you may have asked yourself: "Why did I get this?" You're not alone. This has become one of the most common questions we hear from small business owners, freelancers, side hustlers, and anyone getting paid through digital payment platforms. The good news is that receiving a 1099-K doesn't necessarily mean you've done anything wrong. It simply means certain payment activity was reported. Read on to learn