~ Estate and Trust Taxation and Administration ~We guide you – the professional fiduciary or attorney, the surviving spouse and family, the executor or the trustee – through all aspects of income tax preparation and planning for the decedent and their estate. Our comprehensive approach is designed to comply with and support your fiduciary responsibilities. We help you establish systems for documenting and chronicling the activity of an estate or trust administration. These systems will support your fiduciary responsibility to report to all interested parties. Our process provides you with the information you need to make decisions on the sale of assets, the payment of liabilities, and the distributions to beneficiaries.We deliver these services proactively, and will exceed your expectations by being client focused, by being sensitive to our clients’ needs and expectations, and by listening to our clients.~ Business Coaching ~We are not consultants or trainers. We are business coaches. We don't focus on symptoms; instead we focus on the real issues, problems and opportunities. Our approach is comprehensive and works on both critical dimensions - helping to improve both the owner and the business. We focus on improving your business by improving your mindset, skill sets, and effectiveness. We also introduce you to powerful business strategies and practices.We don’t tell you how to run your business or your career.We are not experts in your field, and we will never pretend to be. What we do is more effective: we help you to clarify your desired outcomes and the obstacles that are keeping you from having the business, career and life that you want – and then we help you overcome those barriers and reach your goals. Our coaching process puts you front and center in developing your own solutions - helping you to discover strategic changes you need to make and then holding you accountable to yourself and your action plan so you achieve those outcomes.