We’re here to help you every step of the way!
The 7 Steps to Success:
1. Sign up and we e-mail you our Welcome Packet.
Sign up online. Pay by credit/debit card at our secure payment page (American Express, Visa, MasterCard, Diner’s Club, Discover). Or pay by PayPal, bank wire, cashier’s check, or money order. (International clients, wire transfer only). Then the process begins. We e-mail you our Welcome Packet with our Corporation Questionnaire, full of helpful tips, pointers, and podcasts. Read our orientation material carefully.
2. You fill out the Corporation Questionnaire.
Just give us a call if you have any questions on our questions – no extra cost. Type your answers right on our MS Word document and attach it to a return e-mail. (Plan EZ: fill out the Corporation/EZ Questionnaire.) Reading the orientation material and filling out the Corporation Questionnaire shouldn’t take more than an hour and a half (EZ: Add an hour).
3. We create and e-mail you all your Corporate Documents.
We prepare your corporate documents and e-mail them to you in PDF format (within 5 days or less)*. Along with your documents, we send you clear, concise instructions for mailing your Articles of Incorporation to your Secretary of State. (Plan EZ: We send your 501c3 documentation to you with precise instructions on filing your application with the IRS. Plan EZ: Skip to 6 below.)
4. You fill out the 501c3 Questionnaire(s) and e-mail them back.
Within 24-36 hours after signup (or after second payment for 2-Pay Installment Payment Plan and after third payment for 4-Pay Installment Payment Plan), we e-mail you our 501c3 Questionnaire (and church, school or other questionnaires you may need). We include help with the IRS questions and sample answers from applications which have received their IRS Determination Letter quickly and easily. Give us a call with any questions you may have. Again, type your answers right on our MS Word document and attach it to a return e-mail. Through the questionnaires and our participation, we structure your application for success with the IRS. There will also be required Attachments and Financials to prepare for the IRS. We give you lots of samples and examples.
In most cases shouldn’t take you more than a long afternoon. (Complex cases could take you longer.)
5. You sign your 501c3 application and mail it off to the IRS.
We prepare your 501c3 documentation and email it to you in PDF format (within 5 days or less)* with clear, concise instructions for putting the documentation together and sending your 501(c)(3) application to the IRS.
6. We stay in touch with you until you have that “golden” IRS letter in your hand.
Once you send off your application to the IRS, we have a system to stay in touch with you until you get your IRS Determination Letter. At every step of the way, we know where you are in the IRS process. If you receive questions from the IRS requesting more information, we’re here to help you understand those questions.
In 35+ years and helping over 2,500+ nonprofits with their IRS applications, we’ve learned a lot about how to make things easier for you. Still, no matter how easy we can make it, there is work for you to do, and we’re here to help you every step of the way. Any questions as you go through the process? We’re only a phone call or an e-mail away.
7. Even after you get your IRS Letter, we’re still here for you!
After our service has concluded, you’re still in our family. If you need us to steer you in the right direction, just give us a call.
You get incorporated and receive 501c3 status!
* We guarantee a 5 business day turn-around, or we pay you $200.