Simple Formation Process

Step 1 – Tell Us About Your Mission. Every nonprofit begins with an idea. We discuss your organization’s purpose, planned activities, leadership structure, and long-term goals. This initial consultation helps determine the most appropriate organizational approach before any documents are prepared.

Step 2 – We Prepare Your Formation Documents. Once we understand your organization, we prepare the documents necessary to establish your nonprofit corporation. We also assist with obtaining your Employer Identification Number (EIN) and preparing the organizational documents required for IRS recognition.

Step 3- IRS Tax Exempt Application. We prepare your application for federal tax-exempt status and carefully review every section before submission. Our objective is to present a complete, organized application that accurately reflects your organization’s charitable purpose and planned operations.

Step 4 – IRS Review. If the IRS requests additional information, we continue working with you throughout the review process. We prepare responses, answer questions, and help keep your application moving toward approval.

Step 5 – After Approval. Receiving your IRS determination letter is an important milestone, but it is only the beginning. We continue supporting many of our nonprofit clients with annual tax filings, accounting, bookkeeping, payroll, and ongoing compliance services.