Being led by a Harvard-trained lawyer, it is our special pleasure to serve other professionals when it comes to tax-exempt status. If you’re a lawyer, CPA, accountant, or other professional with a client that needs a 501c3, we can help. You keep your client. We do the work. And we can be completely invisible to your client if you wish. We know how important it is to have everything done perfectly for your nonprofit client and that’s the way we do it. We don’t charge extra for this service, and you can charge your client as you wish.
There are at least three reasons for retaining your client in a situation where you cannot help the client yourself.
You may bill your client in any way you wish. You may wish to add value to our service by having your client come into your office to answer the questionnaires. This can be billable time to yourself or to your paralegal. A lawyer friend of mine in San Diego quotes $8,000 to $10,000 for a 501c3. Since we are invisible, there is no easy way for your client to know what you are paying us for our service.