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“I have worked with Brett and Suzette for two years now, and I would highly recommend their financial and tax services. Appointments are scheduled with a two hour time block giving ample time to discuss any issues or just get clarity on the tax filing process. The team is knowledgeable courteous, organized, timely which I personally value from a CPA. If you need your taxes done right, check them out!”
“I’ve wanted to write Jason, Kaylee and the rest of his team a review for a long time. I’ve been doing my personal taxes as well as my businesses’ corporate taxes for the past 3 years. A good friend of mine in his 50’s had been going to him for many years and spoken so highly of Jason. He’s been super professional consultative and been a huge problem solver in my life. He also introduced me to an incredible controller and they worked hand in hand. They have been my coaches, my friends and family. They work extremely hard to put you / their clients at ease! Thank you for everything J!”
“We’ve had a great experience working with our financial advisor, Taylor. From the beginning, he took the time to really understand our goals and priorities. His guidance has always been clear, thoughtful, and tailored to our situation and we are very grateful for his experience and expertise!”
“I've been working with Lyn and Kaitlyn for several years and keep coming back each year for my annual taxes even though I've moved away from Philly. They are both kind and professional but their superpowers are that they are clear and conscientious communicators. They are always able to answer questions in ways that make me feel less stressed and sometimes actually empowered to know how to prepare things better for the next year. This year, in particular, I was dealing with both a house sale and house purchase for the first time and Kaitlyn's help was invaluable in making sure I had all the correct paperwork and figuring out the impact on my tax return. Highly recommend the FTA team!”
9:30AM - 6PM
6313 Rising Sun Avenue, Philadelphia
Financial Advising
“Mr Noel has been my business partner, consultant and accountant for years. I can genuinely say he gives his all when it comes to his clients. He overdelivers and always has his client’s best interest at heart. I highly recommend him to anyone reading this review. ⭐️⭐️⭐️⭐️⭐️”
“Knows the business and was very helpful. conveniently helped me over the phone and responded within a couple of hours. definitely plan on using for all my philadelphia tax needs.”
“I loved the way I was treated. Good Service thank you. My new card wasnt working so I went inside the branch and I was greated politely and helped right away. Very nice and respectful workers.”
8:00 AM - 2:00 PM
7340 Jackson St, Philadelphia
Financial Advising
“The staff at the Fox Chase Branch are a pleasure to deal with. I do both personal and business banking there and from the manager on down they are all very professional. They also make a great effort to support and be part of the community.”
“Ryan and Lauren at the front desk were both super helpful today! Really fantastic - efficient, friendly, professional, empathetic, and sensitive to my security concerns. Could not have been more helpful!”
“If you need a personal loan in the amount between one thousand to two thousand US Dollars, this is the right place to get. Well, of course certain terms and conditions apply, such as your income, employment, etc.”
“The accountant was highly knowledgeable, experienced, and reliable. They provided accurate financial guidance, assisted with tax preparation and planning, and ensured that all documents were completed correctly and on time. I especially appreciated their expertise, professionalism, and commitment to helping clients make informed financial decisions.
The quality of service was outstanding. Every aspect of the process was handled efficiently and with precision, giving me confidence that my financial matters were being managed properly. The accountant was thorough, detail oriented, and always available to address any concerns.
Another thing I appreciated was the excellent communication and customer service. Responses to emails and phone calls were prompt, updates were provided regularly, and the entire experience felt transparent and stress free. It was clear that client satisfaction was a top priority.”
“This is not a bank, folks. So don’t expect cash transactions. Sheesh. I visit this office at least once a month to deposit money using CHECKS. Transactions are always handled quickly and accurately.I have several accounts. My advisor at this particular office has always taken the time to explain various options to me and complete purchases quickly. If you are upset about losing money, perhaps you should consider lower risk investments.”
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“I cannot speak highly enough about my experience with In the Moment Financial Services. My taxes can be complicated as I won a small business. But this was the easiest year I’ve ever had having my taxes completed. Jarde is extremely knowledgeable, professional & responsive. I will absolutely continue to use her in the years to come. Thank you Jarde!!”