501(c)(3) Formation Process

We begin with a consultation to understand your mission, vision, and goals. We’ll help clarify your purpose and determine the best structure for your nonprofit.

We assist with selecting a unique name, checking availability, and registering your nonprofit with the appropriate state agency.

We prepare and file your Articles of Incorporation with required charitable language to meet IRS standards for 501(c)(3) eligibility.

We obtain your EIN from the IRS, which is required for banking, hiring, and tax purposes.

We draft your nonprofit bylaws and help set up your board of directors in compliance with IRS and state guidelines.

We prepare and submit Form 1023 or 1023-EZ to apply for federal tax-exempt status, including all required attachments and narratives.

We assist with applying for state-level tax exemptions and charitable registrations where required.

Once approved, we guide you on maintaining compliance through annual filings, board meetings, and nonprofit best practices.