501(c)3 Applications

P&A can help your organization receive tax exemption status and provide guidance and compliance with the IRS's rules and administrative demands. Since 1999, we have helped over 5,500 organizations obtain tax exemptions.

Our Services and Fees

1023-EZ Form - $350

Form 1023-EZ is the streamlined version of Form 1023, Application for Recognition of Exemption Under Section 501(c)3 of the Internal Revenue Code. Any organization may file Form 1023 to apply for recognition of exemption from federal income tax under section 501(c)3. Only specific organizations are eligible to file Form 1023-EZ:

• Annual gross receipts under $50,000 in any of the next three years or past three years.
• Total assets under $250,000.
• Churches, schools, or hospitals require standard form 1023.

1023 Standard Form - $599

Organizations required to file the standard Form 1023 include:

• Annual gross receipts over $50,000 in any of the next 3 years or past 3 years.
• Total assets over $250,000.
• Churches, schools, or hospitals.

Our service includes preparing the necessary forms and supporting documents for the IRS and state tax revenue boards, reviewing and amending the organizing documents, and preparing corporate bylaws.

We don't just prepare forms - we offer a guided approach to obtaining a 501(c)3 exemption and can answer a wide range of legal questions. Our philosophy is to meet our clients' needs and walk them through the entire 501(c)3 application process by providing exceptional service and support.

The Application Process - We do all the work

We will provide you with a brief questionnaire and consult with you over the phone to obtain the information which we need for the application.

All documents required to obtain tax-exempt status recognition are then prepared, including worksheets, schedules, and exhibits. The completed application is then submitted to the IRS and state tax boards.

Sample Benefits of 501(c)3 Tax-Exempt Status

• Tax-free income - Income earned by the organization is deemed tax-free.
• Tax-deductible donations - Donors can make charitable contributions and receive a tax deduction on their tax return.
• Employee benefits - Employees will be entitled to various fringe benefits, such as group life insurance, health insurance, corporate pension plans etc.
• Grants - The organization will be qualified to receive private and public grants.
• Postage - Lower postage rates on corporate mailings.
• Public Service Announcements – Reduced rates for radio and PSA announcements in the local media.

Our Guarantee

Although we cannot guarantee or predict the outcome of any legal matter, in the unlikely event that the IRS denies the tax-exempt status for your organization, we will refund our legal fees. We do not take on cases that we don't think will qualify for tax-exempt status.