Apply for Tax-Exempt Status

I can prepare, or help you prepare your organization's application for tax-exempt status, Form 1023 or Form 1024, whichever is appropriate. These applications are long and time-consuming.

Call me to discuss preparation of your Application for Tax-Exempt Status:

727-345-4288

9am-6pm M-F Eastern Time Zone

Not only do these application forms require a great deal of detailed information about your organization's activities, but they also require financial projections, or historical financial information, depending on the age of your organization when you apply.

And you have to prepare and attach a lot of documents and explanations to the application.

If you don't give enough information, or if you give answers on one part of the form that conflict with other information you've given, you're possibly in for long delays.

Some of my tax-exempt clients include a private school for autistic children, a venture philanthropy foundation, high school booster clubs, religious/spiritual (non-church) organizations, and a neighborhood association that was requesting a change from 501(c)(4) classification to 501(c)(3).

I've also successfully applied for tax-exempt status for several private foundations. So far, I have a 100% success rate.

How I Work

I do not prepare "cookie-cutter" applications for tax-exempt status. I offer personal service to you from beginning to end.

I ask a lot of questions because I want to be sure you get the correct type of tax-exempt status for your type of activity. Mistakes can be costly.

Preparing an application for tax-exempt status involves much more than just filling out a form and each organization is in a different situation and has different needs.

Because I'm an accountant, I have the experience to help you with the financial portions of the application, so you don't have to pull your hair out struggling with the numbers. I know how to spot things that the IRS won't like.

Because I'm also a professional writer, I know how to structure answers on the application to accurately and convincingly communicate to the IRS why your organization qualifies for tax exempt status, so your application has a very high chance of sailing right through the approval process.

Because I have many years of experience with tax-exempt law, I know what the IRS is looking for, so the chance of having the IRS request more information (causing delays) is reduced considerably.

I know how to support your application with IRS rulings, laws, regulations and court cases so the IRS understands exactly why you qualify for tax-exemption.

Pricing

My price for preparing your organization's application for tax-exempt status depends entirely on what you want and what you need.

All of my prices are customized based on where you are and where you want to be.

Fees are determined based on the complexity of the organization's activities, the ability of the organization's founders to communicate to me regarding the details of the activities of the organization and provide me with information, and the degree of cooperation I expect to receive from the organization.

If you feel like you can do most of the form yourself and just need some help with a few areas, I can consult with you and coach you through the tough parts.

Understand that companies advertising Form 1023 preparation services for $400 or some other ridiculously low price usually have add-on charges that quickly increase the price. Read the fine print carefully.

They also use a "cookie-cutter" approach which often results in lengthy delays. I've spent a lot of time fixing problems caused by applications prepared for low fees.

Professional Review of Self-Prepared 1023

If you or another non-expert has prepared Form 1023 or Form 1024 for your organization, you should consider having me review it before you submit it to the IRS.

The questions on Form 1023 can be tricky, the language used in the form is specific to non-profit law, and the form is long and complex.

Using the wrong wording or checking a box "yes" when it should have been "no" can create doubt in the mind of the IRS employee examining your application that your organization qualifies for tax exempt status.

This can result in either an unfavorable ruling or a request for additional explanation and documentation, which will create further delays in an already lengthy application process.

Failing to include required attachments can also cause delays and additional paperwork. Consider having your Form 1023 reviewed before submitting it to the IRS.

Almost everyone who has hired me to review their application before filing (even attorneys and CPA's) were surprised when I prepared several pages of helpful review comments and suggestions to improve their application. All were glad they involved me in the process.

Contact David McRee, CPA