One-time review
Compliance Checkup
Starting at$350USD · one-time professional fee
Leaders who need to understand where their organization stands.
Primary outcomeUnderstand the gaps
See deliverables & scopeServices & pricing
Clear pricing.
Confident decisions.
Professional support for businesses, nonprofits, and churches—with deliverables, responsibilities, and a written price agreed before work begins.
Starting prices shown in USD. Your final fee reflects the agreed scope. Review and approve the price before work begins.
One-time project
Compliance Action Plan
Starting at$750USD · one-time professional fee
Organizations ready to turn identified gaps into a practical work plan.
Primary outcomeOrganize the next steps
See deliverables & scopeMonthly support · custom scope
Ongoing Compliance Support
Starting at$650/monthUSD · monthly professional fee
Teams that need a recurring review rhythm and coordination capacity.
Primary outcomeMaintain a working rhythm
See deliverables & scopeTransparent starting prices. A written scope. Fees may increase with complexity, multiple entities or jurisdictions, record volume, or additional work. The final fee, meetings, revisions, payment terms, and timing are agreed before engagement.
Book a ConsultationAt a glance
Find the service.
See the scope.
Every option below links directly to its deliverables and pricing details. One-time projects and recurring support are separated.
Compliance CheckupOne-time projectStarting at$350Compliance Action PlanOne-time projectStarting at$750Ongoing Compliance SupportMonthly supportStarting at$650/monthBusiness ComplianceOne-time projectStarting at$650Tax Compliance ReadinessOne-time projectStarting at$450Nonprofit ComplianceOne-time projectStarting at$750Church & Ministry SupportOne-time projectStarting at$750Governance & RecordsOne-time projectStarting at$950IRS Notice ReviewOne-time projectStarting at$350
01 / One-time projects
A defined piece of work. A clear next step.
Choose a review, an action plan, or a focused service. Fees depend on the entities, jurisdictions, records, complexity, and work accepted into scope.
01 / One-time review
Compliance Checkup
Leaders who need to understand where their organization stands.
Starting at$350USD · one-time professional fee
Discuss This Service Explore this service ↗One-time fee for the agreed review; not an implementation retainer.
What you receive
- Review of agreed records and obligations
- Written findings and priority gaps
- Recommended next steps
- What you provide
- Entity details, relevant records, known deadlines, and one client decision-maker.
- Meetings & revisions
- The proposal identifies the findings meeting and any follow-up clarification or review rounds. No standard number is included until agreed.
- Timing
- Depends on the number of entities, jurisdictions, and completeness of the review records. Your proposal confirms the schedule.
- Payment & outside costs
- The written quote states the professional fee and payment schedule. Government fees, third-party costs, and separately accepted work are identified separately where applicable.
- Not automatically included
- A scoped review, not a certification, audit, corrective-filing service, or representation engagement.
02 / One-time project
Compliance Action Plan
Organizations ready to turn identified gaps into a practical work plan.
Starting at$750USD · one-time professional fee
Discuss This Service Explore this service ↗One-time project fee for the agreed roadmap and supporting materials.
What you receive
- Prioritized corrective-action roadmap
- Responsibilities and document checklist
- A calendar for agreed obligations
- What you provide
- Existing findings or an agreed assessment scope, leadership priorities, and available records.
- Meetings & revisions
- Planning discussions, leadership feedback, and roadmap revisions are defined in the proposal. No standard number is included until agreed.
- Timing
- Depends on whether findings already exist and how many priorities must be organized. Your proposal confirms the schedule.
- Payment & outside costs
- The written quote states the professional fee and payment schedule. Government fees, third-party costs, and separately accepted work are identified separately where applicable.
- Not automatically included
- Implementation and filing are separate unless specifically included. A plan does not confirm that identified gaps have been resolved.
03 / Focused project
Business Compliance
Understand your obligations and organize the records behind your business.
Starting at$650USD · one-time professional fee
Discuss This Service Explore this service ↗Project fee based on the entities, locations, and obligations included in the review.
What you receive
- Entity-status and record review
- Filing and renewal calendar
- Prioritized action checklist
- What you provide
- Entity name, structure, locations, and business activities; Formation records, available registrations, and prior filings; Known deadlines, notices, and a designated decision-maker.
- Meetings & revisions
- The quote defines the review discussion, follow-up questions, and any calendar revisions. No standard number is included until agreed.
- Timing
- Depends on access to entity records, relevant registrations, and known renewal dates. Your proposal confirms the schedule.
- Payment & outside costs
- The written quote states the professional fee and payment schedule. Government fees, third-party costs, and separately accepted work are identified separately where applicable.
- Not automatically included
- This is not an all-industry regulatory certification. Licensing research, state-specific legal work, corrective filings, payroll processing, and tax preparation require explicit scope and appropriate qualifications.
04 / Focused project
Tax Compliance Readiness
Bring clarity to filing obligations, documentation, and coordination with your tax team.
Starting at$450USD · one-time professional fee
Discuss This Service Explore this service ↗Project fee for readiness review and agreed coordination—not automatic return preparation.
What you receive
- Filing-obligation review
- Missing-document checklist
- Preparer and bookkeeper coordination
- What you provide
- Entity and tax-classification information; Prior returns, relevant correspondence, and available records; Preparer contact details and known filing deadlines.
- Meetings & revisions
- Review meetings and any coordination with your preparer or bookkeeper are specified in the proposal. No standard number is included until agreed.
- Timing
- Depends on tax periods, record availability, outstanding questions, and preparer coordination. Your proposal confirms the schedule.
- Payment & outside costs
- The written quote states the professional fee and payment schedule. Government fees, third-party costs, and separately accepted work are identified separately where applicable.
- Not automatically included
- Readiness support does not automatically include return preparation, e-filing, amended returns, bookkeeping, tax projections, or IRS representation. Those services require separate acceptance and written scope.
05 / Focused project
Nonprofit Compliance
Connect tax-exempt status, annual reporting, and governance to everyday operations.
Starting at$750USD · one-time professional fee
Discuss This Service Explore this service ↗Project fee based on exemption records, filing history, and governance scope.
What you receive
- Status and filing-history review
- Governance-document assessment
- Corrective-action priorities
- What you provide
- Formation documents and exemption correspondence; Available annual returns and state filings; Bylaws, board records, policies, and current activities.
- Meetings & revisions
- Leadership discussions, findings review, and any follow-up revisions are agreed before engagement. No standard number is included until agreed.
- Timing
- Depends on record completeness, filing history, and the number of unresolved questions. Your proposal confirms the schedule.
- Payment & outside costs
- The written quote states the professional fee and payment schedule. Government fees, third-party costs, and separately accepted work are identified separately where applicable.
- Not automatically included
- Review is not an audit or assurance opinion. Form preparation, exemption applications, reinstatement, charitable-registration filings, and legal remediation are separate engagements when accepted.
06 / Focused project
Church & Ministry Support
A thoughtful review shaped around your ministry’s structure and actual responsibilities.
Starting at$750USD · one-time professional fee
Discuss This Service Explore this service ↗Project fee tailored to the ministry’s structure, activities, and review needs.
What you receive
- Organization-specific obligation review
- Records and governance checklist
- Leadership action plan
- What you provide
- Organizational structure, activities, and locations; Governance documents and existing filing records; Relevant compensation, donation, or tax questions.
- Meetings & revisions
- Leadership meetings and any follow-up review rounds are specified in your written scope. No standard number is included until agreed.
- Timing
- Depends on organizational records, leadership availability, and the tax or governance questions involved. Your proposal confirms the schedule.
- Payment & outside costs
- The written quote states the professional fee and payment schedule. Government fees, third-party costs, and separately accepted work are identified separately where applicable.
- Not automatically included
- Church status and filing exceptions are not assumed. Clergy-tax questions, payroll matters, employment issues, and specialized legal advice require appropriate scope and expertise.
07 / Focused project
Governance & Records
Give decisions, responsibilities, and essential documents a clear working structure.
Starting at$950USD · one-time professional fee
Discuss This Service Explore this service ↗Project fee for the agreed record inventory and governance review.
What you receive
- Board and organizational records review
- Policy and approval priorities
- Document-ownership framework
- What you provide
- Existing bylaws, operating documents, and policies; Available minutes, resolutions, and approvals; Leadership roles and the decisions causing friction.
- Meetings & revisions
- Document discussions and revisions to agreed organizational outputs are defined in the proposal. No standard number is included until agreed.
- Timing
- Depends on document volume, decision-making structure, and leadership feedback. Your proposal confirms the schedule.
- Payment & outside costs
- The written quote states the professional fee and payment schedule. Government fees, third-party costs, and separately accepted work are identified separately where applicable.
- Not automatically included
- An organizational-records review is not a legal opinion on every document. Drafting or revising legal instruments, employment policies, and state-specific advice require a separately accepted scope.
08 / One-time review · subject to acceptance
IRS Notice Review
An organization or business with a specific IRS notice that needs a defined review—not a promise of tax-debt reduction or a guaranteed resolution.
Starting at$350USD · one-time professional fee
Discuss This Service Explore this service ↗One-time fee for the specific notice accepted for review. Agency representation is separate.
What you receive
- Review of the specific notice accepted into scope
- Summary of the issue and stated response deadline
- A list of relevant records and open questions
- Recommended next steps and whether specialist assistance is appropriate
- What you provide
- The complete notice, relevant records, known deadlines, and existing representation details—through an agreed secure channel.
- Meetings & revisions
- The proposal defines the notice-review discussion and any follow-up clarification included. No standard number is included until agreed.
- Timing
- Acceptance depends on the notice deadline, records, complexity, and available capacity. No expedited turnaround is promised. Your proposal confirms the schedule.
- Payment & outside costs
- The written quote states the professional fee and payment schedule. Government fees, third-party costs, and separately accepted work are identified separately where applicable.
- Not automatically included
- Booking a call does not retain representation, stop collection activity, or extend a deadline. Audits, collections, appeals, negotiations, and Tax Court matters are not included in a notice review.
02 / Monthly support
A review rhythm that fits your organization.
Ongoing professional support is separately scoped. Agree the capacity, review frequency, responsibilities, engagement term, and fee before work begins.
09 / Monthly support · custom scope
Ongoing Compliance Support
Teams that need a recurring review rhythm and coordination capacity.
Starting at$650/monthUSD · monthly professional fee
Discuss This Service Explore this service ↗Monthly fee for defined recurring capacity. No unlimited-service assumption.
What you receive
- Maintained calendar of agreed obligations
- Scheduled reviews and document follow-through
- Progress priorities for leadership
- What you provide
- A defined baseline, timely updates, records, and an accountable client contact.
- Meetings & revisions
- Scheduled check-ins, document reviews, and included support capacity are agreed in writing. No standard number is included until agreed.
- Timing
- The proposal sets the start date, review frequency, response expectations, and engagement term. Your proposal confirms the schedule.
- Payment & outside costs
- The written quote states the professional fee and payment schedule. Government fees, third-party costs, and separately accepted work are identified separately where applicable.
- Not automatically included
- Not unlimited support. Capacity, review frequency, term, and exclusions are agreed before engagement.
Compare the starting points
Review, plan, or maintain?
Choose based on the work needed—not a claim that one package is right for everyone.
| What matters | Compliance Checkup | Compliance Action Plan | Ongoing Compliance Support |
|---|---|---|---|
| Primary purpose | Understand the gaps | Organize the next steps | Maintain a working rhythm |
| Engagement | One-time review | One-time project | Monthly support · custom scope |
| Core output | Written findings and priorities | Roadmap, responsibilities, and calendar | Agreed recurring reviews and coordination |
| Meetings & review rounds | Defined in your proposal | Defined in your proposal | Defined in your proposal |
| Filing or representation | Not automatically included | Not automatically included | Only if expressly accepted and included |
| Professional fee | Starting at $350 One-time fee | Starting at $750 One-time fee | Starting at $650/month Monthly fee |
| Explore | View full scope ↗ | View full scope ↗ | View full scope ↗ |
Compliance Checkup
- Purpose
- Understand the gaps
- Engagement
- One-time review
- Professional fee
- Starting at $350
- Meetings & revisions
- Defined in your proposal
Filing or representation is not automatically included.
View full scope ↗Compliance Action Plan
- Purpose
- Organize the next steps
- Engagement
- One-time project
- Professional fee
- Starting at $750
- Meetings & revisions
- Defined in your proposal
Filing or representation is not automatically included.
View full scope ↗Ongoing Compliance Support
- Purpose
- Maintain a working rhythm
- Engagement
- Monthly support · custom scope
- Professional fee
- Starting at $650/month
- Meetings & revisions
- Defined in your proposal
Filing or representation is not automatically included.
View full scope ↗03 / Custom engagements
When the work needs a different shape.
Multiple entities, record cleanups, corrective filing needs, or coordination with existing advisers may call for a tailored scope.
We first confirm whether the matter fits our expertise, capacity, and authorized practice. Specialized legal or tax matters may require a separate engagement or referral.
Custom pricing: Request a Quote. Additional work is not assumed to be included in an existing project or monthly scope.
Before any engagement
Know exactly what you’re agreeing to.
- 01
Share the situation.
Organization type, the priority, available records, and any known deadline. Keep the initial inquiry nonconfidential.
- 02
Review the proposal.
Read the professional fee, payment terms, outputs, meetings, revisions, timing, and exclusions together.
- 03
Agree the responsibilities.
Confirm who provides records, approves work, submits filings, and follows up. Representation requires separate acceptance where applicable.
The compliance perspectiveThe Strategy Counsel · 32 seconds
The perspective behind the work
Understand the obligations.
Choose the next step.
Watch the original compliance introduction from The Strategy Counsel, then explore the support that fits your business, nonprofit, or ministry.
Our written engagement distinguishes a review from document preparation, filing, and representation—so you know what you are purchasing.
General service information. Specific work is subject to scope, acceptance, and appropriate authorization.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.
Are these fixed fees or starting prices?
These are approved starting prices in USD for a defined professional scope. The final fee may be higher based on complexity, entities, jurisdictions, record volume, and additional work. Your written proposal confirms the total fee before you engage. Monthly support starts at $650 per month for agreed capacity; it is not unlimited.
Are government fees and additional work included?
The written quote distinguishes professional fees from applicable government charges, third-party costs, and separately accepted services. Do not assume a review includes filing, document drafting, or agency representation.
Is monthly compliance support the same as an educational membership?
No. Ongoing professional compliance work has an individually agreed scope and fee. The Strategy Counsel’s separate educational membership does not automatically include individualized advice, document preparation, filing, or representation.