501(c)(3) approval is only step one. I structure nonprofits so they don’t lose it.
I specialize exclusively in tax-exempt nonprofits nationwide: formation, IRS filings (1023-EZ or Long Form 1023), state requirements, and “after approval” compliance that protects your status year after year.
Most IRS problems do not arise from the application itself. They occur after approval due to structural and compliance failures that were never addressed at the beginning. My process is designed to prevent those issues before they happen.
Services
Choose a clean scope. If you’re unsure where to start, use the free guide or request an eligibility/compliance review.
501(c)(3) Eligibility & Compliance Readiness
- Eligibility basics + activity red flags
- 1023-EZ vs Long Form 1023 routing
- State requirements overview (by your state)
- After-approval compliance risk scan
501(c)(3) Application Preparation & Filing
- Form 1023-EZ or Long Form 1023 preparation
- Narrative aligned to real activities and governance
- Document package consistency check
- Milestone-based, compliance-first delivery
State Nonprofit Requirements & Ongoing Compliance
- Incorporation requirements and annual filings
- State tax exemption (where applicable)
- Charitable solicitation registration + renewals
- Governance hygiene: minutes, conflicts, board actions
Common outcomes
| What clients usually want | What we ensure before filing |
|---|---|
| “Get 501(c)(3) quickly.” | Correct filing path + governance + activities aligned so approval doesn’t create future problems. |
| “We want grants.” | Structure + documentation + compliance readiness so you stay fundable after approval. |
| “We already incorporated.” | We verify required language, governance, conflicts, and state-level obligations that often get missed. |
Process (structured and calm)
Step 1 — Clarity
- Confirm eligibility and filing path (1023-EZ vs 1023)
- Identify compliance risks early
- Outline the state checklist and renewals
Step 2 — Structure
- Ensure governance + activities match what will be filed
- Prevent narrative conflicts across public materials
- Build the “after approval” compliance foundation
Step 3 — Execute
- Prepare required filings and documentation
- Milestone delivery with clear expectations
- Clean handoff + next steps checklist
Step 4 — Maintain
- After-approval compliance overview (990 series, governance)
- State renewals and good-standing hygiene
- Grant readiness support (when applicable)
Why “compliance-first” matters
Most problems happen after approval
Exemption loss and IRS trouble typically come from post-approval compliance failures: unclear activities, weak governance, missing state registrations, or inconsistent public narratives.
Structure creates durability
A nonprofit that is properly structured stays fundable, stays in good standing, and avoids “surprise” issues when donors, banks, or agencies request documentation.
Free 501(c)(3) Eligibility & Compliance Guide
Educational guide covering eligibility basics, 1023-EZ vs Long Form 1023, state requirements (often missed), and “after approval” compliance.
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Enter a few basics so the guide routes you to the correct “next steps” section.
About
I work exclusively in the tax-exempt nonprofit space nationwide. My focus is predictable execution: eligibility clarity, correct filing path, state requirements, and post-approval compliance foundations.
Working style
- Calm, methodical, compliance-driven
- Clear scope and deliverables
- Milestone-based expectations
Best fit
- Organizations that value accuracy and durability
- Founders who want “built to last,” not “rush to file”
- Teams that want clean state + federal alignment
Contact
To get started, send the 3 basics: state, incorporation status, and a one-sentence mission/activity description.
Fast start checklist
- State of operation
- Incorporation status (not started / filed / approved)
- Mission + activities (one sentence)
- Any time constraints (if applicable)
Preferred next step
Use the free guide signup above, or message directly with the basics. Either path works.