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Tax Exempt Services

Fast Track to 501(c)3

This Service May Be Right For Your Organization If:

Your Organization:

  • Is eligible to file IRS Form 1023 EZ to apply for federal 501(c)3 status.
  • Has annual gross receipts >$5,000 and <$50,000
  • Has annual gross receipts <$5,000 and wants or needs to have a Letter of Determination.
  • Needs help establishing as a nonprofit corporation or unincorporated nonprofit association
  • Wants to get this done within 120 days.

What's Included:

  • Support by phone, video call, and email to guide you through this process.
  • Education about options and best practices so you can choose what works best for your organization.
  • Research and confirmation of your eligibility to use IRS Form 1023 EZ to apply for 501(c)3 tax exempt status.
  • Guidance to help you through the process of filing your IRS 501(c)3 compliant Articles of Incorporation (or amendment, if required.)
  • Instructions for how to obtain an EIN and when to open your checking account.
  • Coaching through the process of creating or amending your bylaws for IRS 501(c)3 compliance.
  • Guidance for creating a budget and financial statements.  I’ll review them or IRS compliance.
  • Education about and guidance for preparing to file the 1023 EZ online.
  • An email listing the required next step filings with your state, as well as annual federal filings

What Isn't Included

This bundle does not include:

  • Preparing documents for you.
  • Payment of filing fees for state and federal agencies (you pay those directly to the agency when you file).
  • Consultation on other leadership or nonprofit topics.
  • Although my clients have all been granted 501(c)3 status, I can’t guarantee this outcome.

How Much Does It Cost?

My fee for this service bundle is $375.00.

The fee to file the 1023 EZ is $275.00, paid directly to the IRS when you file.

There are also state filing fees that you will pay directly to the state agency.  These fees vary by state.

501(c)3 via Long Form 1023

This Service May Be Right For Your Organization If:

Your Organization:

  • Is NOT eligible to file IRS Form 1023 EZ to apply for federal 501(c)3 status.
  • Expects annual gross receipts of >$50,000
  • Needs help establishing as a nonprofit corporation or unincorporated nonprofit association.

What's Included:

  • Support by phone, video call, and email to answer your questions and guide you through this process.
  • Education about options and best practices so you can choose what works best for your organization.
  • Research and confirmation of the Form 1023 Schedules you will need to file, if any
  • Guidance to help you through the process of filing your IRS 501(c)3 compliant Articles of Incorporation (or amendment, if required.)
  • Instructions for how to obtain an EIN and when to open your checking account.
  • Coaching through the process of creating or amending your bylaws for IRS 501(c)3 compliance.
  • Guidance for creating a budget and financial statements.  I’ll review them or IRS compliance.
  • Education about, an explanation of, and guidance preparing the Form 1023.
  • An email listing the required next step filings with your state, as well as annual federal filings.

What Isn't Included

This bundle does not include:

  • Preparing documents for you.
  • Payment of filing fees for state and federal agencies (you pay those directly to the agency when you file).
  • Consultation on other leadership or nonprofit topics.
  • Although all of my clients have successfully obtained 501(c)3 status, I can’t guarantee this outcome.

How Much Does it Cost?

My fee for this service bundle is $600.00.

The fee to file the  long Form 1023  is $600.00, paid directly to the IRS when you file.

There are also state filing fees that you will pay directly to the state agency.  These fees vary by state.

Customized Services

This Service May Be Right For Your Organization If:

Your Organization:

  • Prefers the DIY approach
  • Wants suggestions on how to proceed but wants to do it themselves
  • Wants someone to review documents that are already prepared
  • Is seeking reinstatement after auto-revocation of 501(c)3 status
  • Prefers to become a 501(c)7
  • Wants a more customized approach

What's Included:

It all depends on your situation.  We’ll need to book a call to explore this option.  As always, I include support by phone, video call, and email to answer your questions and guide you through this process.

    What Isn't Included

    This bundle does not include:

    • Preparing and filing documents for you.
    • Payment of filing fees for state and federal agencies (you pay those directly to the agency when you file).

    How Much Does it Cost?

    My fee for a la carte services is $50/hour.  Depending on which components you request, you can expect my fees to be between $200 and $1,000.

    If there are any state or federal filing fees, you will pay those directly to the agency.  I can give you an estimate of the cost of my services after an initial consultation.

     

    Contact Me to Explore Services