Q: What does the Form 1023 Preparation & Filing service include?

A: We assist in organizing, reviewing, and preparing all necessary documentation to submit IRS Form 1023 for tax-exempt 501(c)(3) status. This includes drafting required narratives, guiding you through financial projections, ensuring compliance, and helping to structure your nonprofit’s operations.

Q: Do you file the Form 1023 for me?

A: No. Due to IRS security protocols, which involve identity verification through facial recognition and multi-step authentication, clients must personally complete and submit the form on the IRS website. We will guide you every step of the way, but we cannot log in or file the form on your behalf.

Q: Who is responsible for the accuracy of the information on the form?

A: You, the client, are solely responsible for all information submitted on IRS Form 1023. We serve in a consulting capacity only. We strongly recommend consulting a licensed CPA, tax attorney, or nonprofit compliance specialist for a final review of your application before submission.

Q: What if I don’t follow the advice or recommendations you provide?

A: We offer expert guidance based on best practices and IRS standards. However, if you choose not to follow our recommendations, we are not liable for any errors, rejections, or penalties associated with your Form 1023 filing. Always seek professional legal or tax counsel for legal decisions.

Q: Can you help me respond to follow-up questions from the IRS?

A: Yes! If the IRS requires clarification or additional documentation after your initial submission, we can help you prepare your response as part of our follow-up service.

For more details tailored to your Nonprofit needs, please Email: JOINUS@theneighborhoodpotluck.com