After an initial complimentary meeting with our tax expert who decides if your purpose will pass the IRS's scrutiny, an appointment is set up with our nonprofit attorney who prepares incorporation paperwork and files with the Secretary of State Washington State. Included are:

• Consultation with tax expert and nonprofit attorney
• Name search
• Articles of Incorporation
• Bylaws
• Conflict of Interest Policy
• SS-4 to obtain EIN
• Banking Resolution 
• Guidance and advice on recruiting board members
• Agenda for first board meeting
• Attendance at first board meeting 
• Input on banks catering to nonprofits 
• Template for board agenda and board minutes 

The Master Business License and Charitable Organization Registration form will be completed. You have had your first board meeting where bylaws were adopted, conflict of interest policy distributed and signed, banking arrangements finalized and officers (president, vice president, treasurer, secretary) elected.  We now start work on preparing the Form 1023/1024 application. 

In order to complete the application, we will need to prepare, with your input, financial statements (P & L and Balance Sheet), a narrative of the services you will provide, a list of all of your board members (names and addresses), list of staff and their compensation, a fundraising plan and other information as applicable and needed.  

If required, our consultants can assist with creating:  

• Recruitment & training plan for board members  
• Advice on setting up accounting books
• Assistance with web site and associated software programs needed to manage a nonprofit
• Preparing a board manual

Form 1023 is now complete and all the applicable attachments are assembled. The packet is sent to Clark Nuber where a tax manager does a final review. Once the tertiary check is complete, the entire package, including the client's check for $600 payable to the IRS is mailed to the government.

If an expedite is needed, a letter is composed explaining why and FedEx is used. Extra charges apply.

The IRS could have follow up questions. The starter kit includes addressing these questions and composing a response. If the time to respond to these questions, exceeds two hours, then the client will be billed at $125 per hour.