In order to take you on as a client and provide you with a 100% money-back guarantee I have to ensure that your nonprofit startup plans, vision, or idea and other factors meet certain qualifications set by the IRS. We’ll discuss your idea and you’ll answer some questions.

Once we’ve determined that your nonprofit qualifies I’ll send you a service agreement which includes my money-back guarantee, in plain-english, you’ll deposit funds and I’ll immediately get started.

I have a proven track record of successfully forming and advising numerous nonprofits. I have extensive experience and expertise in navigating the legal and administrative processes involved and stay updated on current regulations and best practices.

While my primary focus is to help you get your nonprofit formed-and-tax-exempt, I can connect you with resources and provide general guidance on fundraising strategies and strategic planning. However, I recommend for detailed fundraising and strategic planning services you engage a specialized professional in that area.

Having tax-exempt status is essential to establish your nonprofit as a recognized charitable organization. It allows you to receive tax benefits, attract donors, and demonstrate your commitment to fulfilling your mission. For a non-profit organization to be tax-exempt it must first qualify for tax-exemption under section 501 of the Internal Revenue Code and request a written determination from the IRS for the non-profit to be officially tax-exempt.

The timeline can vary based on several factors, including the complexity of your organization and government processing times. Incorporation typically takes up to 7-10 business days after filing. The simpler tax-exemption application for startups typically takes the IRS about 2 to 3 months to process and reply to. (Lately, about 1 month.)

Absolutely! I will provide comprehensive guidance beyond the formation and tax-exempt application process. I will advise you on compliance, maintaining tax-exempt status, how to keep records and what records to keep, inform you of your organization’s ongoing reporting requirements, and best practices to ensure your nonprofit’s success.

Filing and application fees are covered in the flat-fee. We pay them for you.

Yes, as part of my service, I will provide you with bylaws customized to meet the needs of your nonprofit organization that are actionable from day one. These bylaws will serve as the governing rules for your organization’s internal operations.

Yes, if state-level tax exemptions are applicable in your non-profit corporation’s state, I will acquire them as part of this service for no additional fees to you.

Part of my privacy policy is to collect only required personal information, things like your name and address. I don’t collect your most sensitive information, like your SSN or any personal financial information. Not sharing your sensitive information is the safest way to keep that information safe.

I have not had an application rejected. However, there is a possibility that an application may be denied for reasons the IRS will outline. I will work closely with you to understand the reasons for the denial and explore options to cure any deficiencies. Additionally, I can assist with filing an appeal or reapplying, depending on the specific circumstances of your case.

I will be your dedicated point of contact who will guide you through each step, answer your questions promptly, and keep you informed about the progress and next steps throughout the process. To best service all of my clients I send updates by email throughout the process when significant milestones have been achieved, like when your corporation documents have been filed and when the tax-exemption application has been filed.

My service combines expertise, convenience, and personalized support. I have specialized knowledge in nonprofit formation and tax-exempt applications, which ensures that your organization complies with legal requirements. Unlike DIY options, I provide professional guidance, save you time and effort and navigate complexities on your behalf.

I guarantee approval by the IRS or I will give you a full refund.

Of course! I will start with an initial consultation to understand your needs and your organization’s goals. From there, I will guide you through the steps, including the entity formation process, document preparation and filing, tax-exempt application submission, and compliance and support. I will provide you with a detailed roadmap tailored to your specific circumstance.

Yes, until we have a favorable determination letter from the IRS I will work with you to resolve any issues that may arise concerning the tax exemption application.