In The Moment Financial Services describes itself on its site as a Black Woman-owned tax office in Philadelphia specializing in tax preparation, bookkeeping and financial consulting, with additional services including LLC formation, business coaching, real estate coaching, strategy sessions and QuickBooks training.

This firm fits a Philadelphia owner of a small entity, likely a single-member LLC or S corporation, who wants one relationship covering both the books and the tax return plus room to grow. Their own post argues that handling bookkeeping and tax preparation together means less document searching, lower risk of reporting errors, and a preparer who already understands the business before filing season. Their homepage lists services beyond compliance work, including LLC formation, business coaching, real estate coaching and QuickBooks training, useful for an owner still forming an entity or deciding on structure.

Both, according to their own materials. Their homepage describes the firm as a Philadelphia tax office specializing in tax preparation, bookkeeping and financial consulting. A post on their site states that their bookkeeping services can include recording income and expenses, monthly account reconciliations, financial reporting, QuickBooks support, organization of financial records, and ongoing bookkeeping guidance. The same post argues that handling both together means less time searching for documents, lower risk of reporting errors, and a tax professional who already understands the business before tax season begins.

Yes. Business and personal tax filings are available on every Uplinq plan, and tax strategy packages are available for businesses that want proactive planning. Because the same system holds your books and prepares your filings, year end is a handoff, not a project.

Their post states that they work with entrepreneurs, freelancers, consultants, LLCs, S corporations and other small businesses throughout Philadelphia, and that they also prepare personal tax returns for individuals and families. Their team page states the firm aims to work closely with individuals and small businesses to produce minority entrepreneurs and coach them in building generational wealth.

Both, deliberately. Uplinq's AI engine categorizes, reconciles, and monitors your transactions continuously. U.S.-based professional accountants review what the system produces and own every judgment call. You get the speed of technology with a real team accountable for the result.

No published pricing was found on their website as of the retrieval date. No pricing page, package list or rate card appears on the site, and no prices are attached to the services listed on the homepage. The homepage lists Bookkeeping, LLC Formation, Business Coaching, Real Estate Coaching, Strategy Sessions and QuickBooks Training, and invites prospective clients to book a free tax consultation, where cost appears to be established.

That's common, and it's a solved problem. Uplinq's Catch Up service rebuilds past months or years of books as part of onboarding, scoped to how far behind you are and the state of your records. You start clean, not from wherever your last provider left off.

No. Uplinq offers month-to-month agreements as well as annual plans, which carry a discount. If you prepay annually and choose not to renew, you simply give notice 30 days before the term ends.