Applications for Tax-Exempt Recognition
We will guide your non-profit every step of the way towards achieving 501(c)(3) tax-exempt status. Our hands-on procedure includes:
- phone consultations
- a review of your proposed budget and financials by a licensed CPA
- the preparation and submission of IRS Form 1023 (or 1024), with narrative and all applicable attachments
- monitoring the application through the review process
- the preparation of your initial response to the IRS request for information
- the drafting of a Conflict of Interest statement