Expert guidance from a former IRS Senior Determinations Specialist to help your organization apply for and maintain tax-exempt status.

501(c) Ready helps organizations prepare IRS-ready exemption applications, determination requests, and related compliance filings. Led by a CPA and former IRS Senior Determinations Specialist with nearly two decades of exempt organizations experience, we offer practical, technically sound guidance for organizations seeking or maintaining tax-exempt status. In short, we understand how the IRS analyzes applications and can help you avoid unnecessary and costly delays.

Our Services

Preparation of Forms 1023, 1024, and 8940

IRS Letter Response Support

Automatic Revocation and Reinstatement Support

Technical Advisory and Consulting

Examination Support and Resolution

Your Questions, Answered

Why should I trust 501(c) Ready?

Because you’ll be assisted by a former senior IRS exempt organizations specialist who has spent nearly two decades reviewing, approving, and preparing exemption applications and determination requests.

My experience includes:

  • Nearly 19 years with the IRS Exempt Organizations function, specializing in exemption applications and determination letter requests

  • Advising IRS leadership on technical tax-exempt organization matters

  • Drafting speeches, presentations, and executive briefing materials for IRS leaders addressing exempt organization issues before IRS employees, practitioners, and industry groups

  • Developing, presenting, and interpreting IRS procedures, guidance, and training materials

  • Conducting quality assurance and managerial reviews of exemption applications and determination requests to ensure technical accuracy and consistency

  • Assisting in the development of electronic forms relate to IRS exemption application processes

  • Recipient of the IRS Commissioner's Award for exceptional contributions to the IRS mission and operations

In short, I spent years analyzing exempt organizations from the IRS side of the table. Now I use that experience to help organizations navigate the IRS.

How does the process work?

Message us below to get started and we’ll arrange to discuss your needs via email or schedule a phone call or videoconferencing based on your preference.

What documents should I gather before our first meeting?

  • Confirmation of EIN assigned to organization by IRS

  • Organizing document (e.g., Articles of Incorporation)

  • Bylaws and other policy documents (e.g., conflict of interest policy)

  • List of board members, including titles

  • Actual or proposed activities

  • Actual financial data (if operational) or projected budgets

Let’s get started