There are many components in getting a new Nonprofit organized and operating as a tax-exempt organization. Our Non-profit Service Packages streamline the process of becoming a Nonprofit, obtaining 501(c)3 tax-exempt status, and maintaining your organization’s good standing. The chart below details what is offered in each of our major packages so that you can choose which service package you need and get the best value. The IRS recommends that new organizations work with an attorney who is experienced with Federal and State requirements. Our goal is to save you time and money so that you can focus on the ongoing work of your organization’s mission.
| Packages | Full Nonprofit Start Up Package (FP) |
Tax Exemption Package (TEO) |
Review & Guidance Package (R) |
Annual Support and Compliance Program (ASP) |
Fiscal Sponsorship Package (FSP) |
| Statement of Purpose | √ | * | * | ||
| Determine Structural Issues for the Board of Directors |
√ | * | * | ||
| Articles of Incorporation | √ | * | * | ||
| Drafting Bylaws | √ | * | * | ||
| Conflict of Interest Policy | √ | * | * | ||
| Minutes of the First Meeting of the Board of Directors |
√ | * | * | ||
| Prepare a Description of Your Programs and Activities |
√ | √ | * | ||
| Attorney Guidance on the Operational Responsibilities of a NP Corporation |
√ | √ | √ | √ | |
| Intellectual Property Statement |
§ | § | § | § | |
| Strategic Fundraising Plan |
√ | √ | * | ||
| 3-Year Projected Budget | √ | √ | * | ||
| State Tax Exemption Application and/or Registration |
√ | √ | § | ||
| IRS 501c3 Status | √ | √ | |||
| Corporate Records Book | √ | √ | |||
| 100 Page Toolkit for Maintaining Your Status |
√ | √ | § | ||
| Attorney Consult for Additional Issues |
√ | √ | √ | ||
| IRS Form 990 | √ | ||||
| Annual State Tax Filings | √ | ||||
| Compliance Guide | √ | ||||
| Additional Corporate Document Preparation or Templates |
√ |
| √ = Preparation Included in Package | *= Attorney will Review | § = If Necessary |
Could not find what you are looking for? We also offer complimentary services for Nonprofits including Multistate Compliance, Fiscal Sponsorship, Status Reinstatement, Group Exemptions, Trademark Filings, and more. Operational Consultation with the attorney can include instructions on bank accounts, employee withholding and other corporate procedures. Not all Nonprofits are eligible or seek 501(c)3 status. Let us help you determine if you can qualify, or work with you in obtaining a different 501c Tax status with the IRS. Call our office to speak to a nonprofit specialist.