Our Process

A clear, step-by-step path from idea to
IRS-ready application.

Intro Call & Fit Check
1. We start with a brief conversation to understand 2. Your mission and planned activities 3. Your timeline 4. Whether you already formed a nonprofit entity 5. Which service package fits your needs If we’re not a good fit, we’ll tell you honestly.
Engagement & Intake
Once you decide to move forward:

1. You’ll sign a simple service agreement outlining scope and limitations
2. You’ll complete an intake form that collects key information about
3. Programs and services
4. Governance and board members
5. Planned fundraising and operations

Drafting the Application (Non-Financial Sections) We:
1. Draft the narrative description of your activities

2. Prepare the non-financial responses for Form 1023 or 1023-EZ based on your information
3. Identify any missing pieces and request clarification where needed
You
4. Review our drafts
5. Provide corrections and additional details
6. Supply financial information from your own records or your CPA

Assembly & Final Review We:
 

1. Integrate your final input
2. Assemble the application package in a clear, logical format
3. Provide a checklist of attachments and instructions for filing
You
4. Review the final version
5. Submit the application and user fee to the IRS (or coordinate with your advisor to do so)

IRS Follow-Up (Within Scope)
If the IRS requests basic clarifications about your activities or structure:

1. We assist you in drafting written clarifications (within the scope of our engagement).
2. For complex legal/tax questions, we may refer you to a qualified attorney or CPA. Result:

You move forward with an IRS-ready application built on a structured, documented process designed to minimize surprises and delays.