How to Save Thousands of Dollars in Taxes!

12/13/2023 EST • Workshop Room 2

Participants will learn how to legally lower their tax liability and pay the least amount in taxes while still remaining profitable. We will discuss tax deductions, the importance of bookkeeping, hiring an accountant, and things you can do on own to have financial success in your business!

Presented by:

Jarde’ Allen CEO, In The Moment Financial Services

I started my tax business 3 years ago (December 2019), with a cell phone and laptop on my couch in Drexel Hill, PA. I had finally decided to leave Corporate America and recently had a bad experience with a family member handling my taxes. In the Minority community we don't typically have accountants and therefore default to family members or friends to prepare our taxes. I realized how much information we were missing out on and decided to go to tax school. At the same time there were thousands of Minority Entrepreneurs starting their own businesses who would be in dire need of this knowledge. I decided to position myself as a resource by obtaining as much knowledge about taxes and bookkeepi
I started my tax business 3 years ago (December 2019), with a cell phone and laptop on my couch in Drexel Hill, PA. I had finally decided to leave Corporate America and recently had a bad experience with a family member handling my taxes. In the Minority community we don't typically have accountants and therefore default to family members or friends to prepare our taxes. I realized how much information we were missing out on and decided to go to tax school. At the same time there were thousands of Minority Entrepreneurs starting their own businesses who would be in dire need of this knowledge. I decided to position myself as a resource by obtaining as much knowledge about taxes and bookkeeping and then offering free consultations to small business owners. Those free consultations ultimately led to large amounts of revenue once I began services for these clients. I used my first $40k I made to put a down payment on a commercial building right in the neighborhood that I grew up in which is West Philadelphia. Our commercial building has served as a resource center for many minorities seeking financial literacy through home-buying workshops, free LLC giveaways, and so much more. We now have a team of experts that we partner with for life insurance, real estate, tax preparation, bookkeeping, etc... we are the One Stop Shop for all your financial needs. That one decision 3 years ago to take my profit and invest into Real Estate has resulted in my company now owning a $1 Million Dollar Real Estate Portfolio. During this time, we have purchased 5 properties, totaling 9 rental units as well as an event space. I now use my summers to teach other minority individuals the power of ownership and the step-by-step process for owning a rental property. My goal is to retire at the age of 40 and until then I want to share my story, expertise, and advice to as many people as I can to continue to push our culture forward!

UPDATES & INSPIRATION