Contact
Bring the question. Let’s clarify the next step.
Start with your organization, your priority, and any known deadline. We’ll explore fit and discuss the right next step.
LET’S CONNECT
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By The Strategy Counsel
A conversation is a good beginning
Let’s talk about
what matters to you.
Watch the contact message from The Strategy Counsel, our main practice. Share your priorities through the form above, or book a discovery call when you’re ready.
We’ll use your inquiry to understand the support you’re looking for and discuss an appropriate next step. Each engagement is scoped separately.
Let’s talk
Start with a 15-minute conversation.
Tell us your organizational type, the issue you want to address, and any known deadline. This is an introductory fit conversation—not a retained advice or representation engagement.
An appointment does not extend a filing or response deadline. Urgent matters should be addressed with your existing adviser or the relevant agency.
Clear expectations
Know what’s included. Know what comes next.
An informed engagement begins with the right questions.
Where should we start?
If you are unsure what needs attention, ask about a Compliance Checkup. If gaps are already identified, an Action Plan may be the more useful starting point. We confirm fit before recommending an engagement.
Do you serve businesses, nonprofits, and churches?
Yes. We tailor the review to your organizational type, activities, locations, and agreed scope. A church, a charitable nonprofit, and a for-profit business should not automatically receive the same checklist.
Does a review include preparation and filing?
Not automatically. Reviewing an obligation, preparing a document, submitting a filing, and representing a client are different services. Your written engagement identifies exactly which tasks are included and who is responsible.
Do you handle every IRS matter?
No. Selected notice reviews and tax-compliance matters are considered based on scope and capacity. Complex collections, audits, appeals, and other specialized matters may require a separate engagement or referral.
Does booking a call establish representation?
No. The 15-minute introductory call is for fit and next steps. Legal or tax representation begins only after appropriate acceptance, an engagement agreement, and any required authorization.
Can you work with our accountant or bookkeeper?
Yes, where authorized and included in scope. We clarify who supplies records, prepares returns, approves documents, and submits filings so responsibilities are not assumed or duplicated.
How are fees and timing determined?
Published prices are starting professional fees in USD. After reviewing the organization, records, jurisdictions, complexity, and deadlines, we confirm a fee, payment structure, timeline, and scope in writing. Meetings and revision allowances are specified in the proposal; no universal allowance is advertised.
Can you guarantee compliance or penalty relief?
No. A scoped review cannot guarantee complete compliance, approval, penalty relief, or a particular agency outcome. Your organization retains its responsibilities and must provide complete, accurate information.