501(c)(3) Formation & Compliance
Complete nonprofit formation, governance, & IRS tax-exempt application support from start to finish.
Service Description
Whether you're starting a new nonprofit or need to complete the federal tax-exemption process for an existing organization, this package provides comprehensive guidance through every step. Services include a review of existing state filings, governance document preparation (if needed), federal tax-exempt application preparation, and compliance support to help position your organization for long-term success. This service includes: Review of existing nonprofit formation documents (if applicable) Nonprofit compliance review and organizational assessment EIN application (or verification if one already exists) Review of governance structure Preparation of Bylaws (if needed) Preparation of Conflict of Interest Policy (if needed) Review of organizational structure for IRS compliance Preparation of the organization's narrative of activities Preparation and submission of IRS Form 1023 or Form 1023-EZ (as applicable) Assembly of required supporting documentation IRS follow-up support if additional information is requested General Texas nonprofit compliance guidance Government filing fees are not included. The appropriate IRS application (Form 1023 or Form 1023-EZ) will be determined based on eligibility. Best For: Organizations seeking federal 501(c)(3) tax-exempt recognition, including new nonprofits and existing Texas nonprofit corporations that need to complete the federal exemption process.
Cancellation Policy
No Refund Policy: We regret to inform you that we do not offer refunds for any services rendered. Once a transaction is completed and the service has been provided, it is considered final. This policy applies to all our services, including notary public, apostille, estate planning, and tax preparation. Extenuating Circumstances: Refunds are only possible under the following conditions: Clerical Errors: If there is a clerical error made by our notary (e.g., incorrect date, misspelled name, etc.), we will offer a correction at no additional charge. If a correction is not feasible, a full refund will be provided. Service Not Rendered: If you have paid for a service that was not performed due to our error or inability to provide the service, a full refund will be issued.