Dedicated tax compliance, 501(c)(3) exemption applications, and advisory services so you can focus on your mission.
Tax-Exempt Status
Tax-Exempt Application (Form 1023)
Securing 501(c)(3) tax-exempt status from the IRS is one of the most critical and complex hurdles a new non-profit will face. The application process requires extensive documentation detailing your organization's structure, charitable purpose, proposed activities, and financial projections.
We take the burden of the IRS Form 1023 (or 1023-EZ) entirely off your shoulders. Our experts assist in drafting the required narrative of activities, establishing conflict-of-interest policies, and ensuring your bylaws meet strict federal standards. We guide you from the initial incorporation phase all the way to securing your official IRS Determination Letter.
Even though non-profits are exempt from federal income tax, they are still required to file an annual information return with the IRS. Failing to file Form 990 for three consecutive years results in an automatic revocation of your tax-exempt status—a devastating blow to any charity.
We expertly prepare all versions of the Form 990 series (990-N, 990-EZ, 990, and 990-PF for private foundations). Because these forms are open to public inspection, accuracy is vital for maintaining donor trust. We ensure your financial data, executive compensation, and programmatic achievements are reported correctly and beautifully to satisfy both the IRS and your benefactors.