Nonprofit formation services
We prepare articles of incorporation with IRS-ready purpose and dissolution clauses, bylaws, first-meeting minutes and your EIN application, so your corporation is ready to apply for exemption.
What's included →
Services
Nonprofit formation and 501(c)(3) services
Incorporation documents, the federal exemption application, state registrations and the policies the IRS asks about. A fixed quote before any work starts.
Form 1023 preparation
We review your eligibility, write the activities narrative, build the financial data and schedules, assemble attachments and help you respond if the IRS asks for more information.
What's included →Form 1023-EZ filing
We start with the IRS eligibility worksheet and tell you if you do not qualify or should not use the short form, then prepare and file Form 1023-EZ and explain what comes next.
What's included →501(c)(4) and other exemption filings
We file the Form 8976 notice that every new 501(c)(4) owes the IRS within 60 days, and prepare Form 1024-A or Form 1024 for social welfare groups, business leagues, social clubs and others.
What's included →State charity registration
We handle initial charitable solicitation registrations and renewals in the states where you raise money, file state tax exemption applications and keep track of every renewal date.
What's included →Bylaws and governance policies
We draft or review your bylaws and prepare the conflict of interest, whistleblower, document retention, gift acceptance and compensation approval policies that Form 990 asks about.
What's included →Annual nonprofit compliance
We build a calendar of your federal and state deadlines, keep your minutes and policy reviews on schedule, coordinate your annual Form 990-family return and give you donor acknowledgment templates.
What's included →Reinstatement after automatic revocation
If your exemption was automatically revoked for three years of missed returns, we choose the right Rev. Proc. 2014-11 path, prepare late returns and the reasonable cause statement, and file the application.
What's included →How it works
A clear process from start to finish
You always know what we need from you, what it costs and what happens next.
- 1Tell us where you areAn idea, a new corporation, an application in progress or a problem with the IRS. A short form or a few emails is enough to start.
- 2Plan and fixed quoteWe tell you what your organization needs, in what order, and what it costs. Nothing starts until you approve.
- 3Documents draftedArticles, bylaws, policies and the application narrative are written for your mission, not copied from a template.
- 4You review everythingWe walk you through each document and the answers on the application, and your board adopts what it needs to.
- 5Filed with your signatureState filings and the IRS application are submitted with your approval and an officer's signature, and you get copies of everything.
- 6Follow-throughIf the IRS or the state asks questions, we help you answer them, and we leave you with a calendar of what comes next.