Guidance to help reduce your taxes and improve your finances

1445 E Los Angeles Ave - Suite 203, Simi Valley, CA 93065

  805 - 527 - 8758
Mon - Thurs ( 9:30am - 6:00pm ) / Other hours by appointment

InTheBlack™

InTheBlack™ is our highly acclaimed program of ongoing support guiding you and your family toward financial success. InTheBlack™ offers a series of clinics and workshops as well as one-on-one financial coaching to ensure you have all the tools you need for those all important decisions about your money.   Premier Wealth Services Plan – This is our InTheBlack™ flagship program. PWS is a comprehensive wealth education and strategy program that combines counseling with tax and financial services. For an affordable monthly fee conveniently deducted automatically from your bank or credit card we provide the following:
  • Initial assessment of your current financial status
  • Assistance in establishing your financial goals
  • Spending plan customized especially for you and your family
  • Quarterly face-to-face coaching sessions
  • Monthly interim email and/or phone follow-up
  • Access to online financial budgeting/tracking software
  • Admission to one InTheBlack™ Success Clinic each year
  • Admission to one InTheBlack™ How-To Workshop
  • Individual tax return
Customized Wealth Services Plan – Develop a plan to fit your budget by choosing three or more of the services offered under the Premier Wealth Services Plan.   InTheBlack™ Success Clinics – Quick two to four hour presentations on a variety of tax and financial topics. Offerings change frequently, so visit us here for the current schedule.   InTheBlack™ How-To Workshops – More in-depth six to eight hour workshops with specific steps and exercises designed to help you accomplish your goals. Call or visit for more information.   InTheBlack™ Triage – One-on-one emergency financial rescue sessions for those sometimes unavoidable financial difficulties.   InTheBlack™ QuickBooks® Training – Let us train you and your staff to effectively use the world's leading small business accounting software. NumberCrunchers' Certified QuickBooks® ProAdvisors offer a series of courses designed to make using the software "as easy as writing a check." Whether you need individual or staff training – at your facility or ours – we have the expertise and guidance that can help make you a success.