Entity Formation

  • We assist in structuring:

    • Nonprofit Entities

    • Public Charities

    • Private Foundations

    • Charitable Trusts

    • Unincorporated Associations, and more.

  • We prepare and submit IRS 501(c)(3) applications and applications for other tax-exempt classifications such as 501(c)(1) through 501(c)(7). We give guidance and support on eligibility requirements and supporting documentation.

  • We aid in drafting and filing Articles of Incorporation, Bylaws, and other governing documents. Ensuring compliance with state and federal regulations during and after formation.

  • We help simplify the complex process of starting a nonprofit, ensuring compliance from the start. Reduce the risk of costly errors or delays in obtaining tax-exempt status. Expedite the approval process and provide peace of mind. Provide tailored advice on entity structure to align with your organization’s mission and goals.

Maintenance & Compliance

  • We provide assistance with preparing and filing annual federal Form 990.

    Assist with state sales, use, and property tax forms.

  • We provide representation during IRS audits and appeals.

  • We help nonprofits stay in good standing with tax authorities, avoiding penalties or loss of tax-exempt status. We offer expert guidance during high-stakes situations like audits or appeals, protecting the organization’s reputation and finances.

Board Governance & Dispute Resolution

  • We assist with advising Boards of Directors on governance best practices.

    Additionally, we offer dispute resolution services to maintain organizational harmony.

  • We offer guidance on dissolving a nonprofit, including compliance with state and federal requirements. We additionally offer assistance with asset distribution to ensure compliance with charitable trust laws.

  • We empower Boards with knowledge to lead effectively and ethically. Resolve conflicts efficiently, allowing your nonprofit to refocus your mission.

    Navigate the sensitive process of dissolution with compassion and efficiency. Protect your organization’s legacy by ensuring proper handling of remaining assets.

Contract Drafting & Policy Consulting

  • We provide drafting and contract review services relating to vendors, donors, or partners.

    We additionally provide contractual agreements for paid staff, volunteers, third party contractors, and more.

  • We provide consulting on data privacy policies and advising to ensure compliance with legal standards.

  • We ensure your contractual agreements protect your nonprofit’s interests and are legally sound.

    We additionally provide reassurance that data privacy policies meet current regulations, protecting your organization and its stakeholders.