Tax Exempt / Non-Profit Organizations Process

We advise and represent organizations seeking 501(c)(3) tax-exempt /non-profit status to enable them to receive deductible contributions for their charitable purposes. We also assist individuals and families in establishing tax-exempt private foundations. As part of this process, we:

  • Discuss and help formulate the organization’s exempt purposes and goals
  • Advise and assist in forming the legal entity for the organization
  • Assist in the preparation of IRS Form 1023, Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code, and any applicable state applications
  • Finalize Form 1023 and its required attachments, including financial forecasting and budgeting
  • Submit Form 1023 to the IRS, with follow-up as needed until a favorable determination letter granting 501(c)(3) status is received
  • Advise of, and often assist, with the state and Federal annual filing requirements