Form 1023 Preparation and Responses to IRS Letter 1312
Recognition of Tax-Exempt Status Starts with a Strong Application
Submit your Form 1023 with confidence. Drawing on nearly two decades of experience with IRS Exempt Organizations, including years reviewing exemption applications, I help organizations present complete, accurate, and well-supported requests for recognition under IRC Section 501(c)(3).
What Is Form 1023?
Explain:
What Form 1023 is.
Who must file it.
When Form 1023-EZ is not appropriate.
Why a complete application can reduce delays.
Eligibility Analysis
Determine whether your organization qualifies for exemption under section 501(c)(3).
Organizational Document Review
Review Articles of Incorporation for:
Required purpose clause
Dedication clause
Dissolution clause
Review bylaws for potential issues.
Narrative Development
Help prepare:
Past activities
Current activities
Planned activities
Clear narratives often prevent IRS follow-up questions.
Financial Projections
Assist with:
Budgets
Revenue assumptions
Grant projections
Program service revenue
Fundraising estimates
Public Charity Classification
Analyze qualification under:
Section 509(a)(1)
Section 509(a)(2)
Determine whether private foundation status applies.
Compensation Review
Evaluate:
Reasonableness
Conflict of interest considerations
Governance disclosures
Supporting Documentation
Help organize:
Articles
Bylaws
Conflict policy
Financials
Contracts
Grant documentation
IRS Correspondence Support
If the IRS requests additional information, assist in preparing complete and technically accurate responses.
Why Work With Me?
This is where your background shines.
Possible bullets:
Former IRS EO Determinations Specialist
Nearly 20 years with IRS Exempt Organizations
Experience reviewing Forms 1023, 1024, 1024-A, and 8940
Former IRS Quality Assurance reviewer
Assisted with IRS technical guidance and training
CPA
Experience advising nonprofit organizations after leaving the IRS