1023 Client Task List

1. Submit Nonprofit Intake Form
2. E-sign Engagement Agreement via HelloSign
3. Pay $1,250 via Clio or check
4. E-sign Articles of Incorporation via HelloSign (all signatures will be via HelloSign)
5. E-sign EIN Application
6. Founder/President approve Bylaws, Initial Written Consent, and Conflict of Interest Policy via email
7. Remaining board members approve Bylaws, Initial Written Consent, and Conflict of Interest Policy via email
8. All board members e-sign Initial Written Consent
9. Secretary e-signs Bylaws
10. Submit 1023 Questionnaire
11. Send Financial Information Spreadsheet via email to TM and HFF
12. E-sign Power of Attorney form
13. Approve Form 1023 via email with HFF
14. E-sign Form 1023
15. Pay $1,644.25 via Clio or check --- We will NOT submit Form 1023 until payment received
16. Wait for IRS Determination Letter (6+ months) --- If IRS has an inquiry on Form 1023, then work will be charged at a reduced hourly rate (TM=$150 and HFF=$75)
17. Confirm IRS Determination with TM and/or HFF
18. Pay $500 plus any hourly fees incurred handling inquiry from the IRS via Clio or check

We want to expedite your experience in establishing a new nonprofit and applying for 501(c)(3) status so you can start the great work your organization intends to do.  Effective communication and prompt payments upon request will help in this process.  For example, we could complete steps 1-15 in about a month if all our emails are responded to by a client approximately 24 hours after they are received.