Start a Nonprofit Organization

Establishing Your Purpose-Driven Enterprise

You are passionate about your cause, and you can’t wait to start your nonprofit, begin operating and serving your purpose!

But you’ve found that the process of preparing the legal, financial, and tax documents to be both frustrating, confusing, or just too time consuming.

Some of our clients have found it so confusing, we have written “How to Start a Nonprofit in California,” available as a free E-Book download.

But you don’t have to go it alone.

We are a firm with extensive experience in representing nonprofits, and we offer a complete, start-up package on a flat fee basis for many new public charities. The package includes:

  • Reserving the Desired Name with California Secretary of State
  • Drafting and Filing Articles of Incorporation, Association, or Equivalent
  • Drafting of Custom Bylaws, Tailored Specifically to Nonprofit Corporations
  • Obtaining Federal Employer Identification Number (FEIN)
  • Drafting and Filing of Power of Attorney (Form 2848)
  • IRS Exemption Application (Form 1023 or 1024) and Related Statements
  • California: Franchise Tax Board Exemption Application
  • Washington, DC: Office of Tax and Revenue Exemption Application
  • California: Attorney General Initial Registration
  • Washington, DC: Charitable Registration License
  • Response to IRS Follow-up Questions
  • Corporate Binder
  • Providing an Operational Action Calendar, Including Governance and Compliance Deadlines
  • Providing Start-Up Checklist of Common Tasks

The flat-fee we charge for a typical start-up is based on the nature of your organization’s proposed activities, anticipated annual revenue, and our experience regarding the level of additional documentation and follow-up with the IRS that will be required to obtain an exemption.

Certain activities increase the likelihood of IRS follow-up questions, and may not be appropriate for a flat fee. These include, by way of example, schools, hospitals, organizations with foreign activities, and organizations basing their tax exemption on novel or untested theories.

We invite you to review a list of our representative clients, review some of their recommendations, and to contact us for a free consultation. Learn about the process of forming a nonprofit entity, achieving tax-exempt status and giving your nonprofit the best possible start.