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Tax-Exempt Application

Helping you establish your tax-exempt status.

Get answers to our most frequently asked questions for Form 1023 and Form 1024.

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“Nonprofit” encompasses a wide variety of concerns, including education, health and social services, government agencies, foundations, membership associations, and religious organizations. Generating sufficient revenue to provide services – while simultaneously qualifying for federal tax-exempt status – requires a clear commitment to your organization’s mission.

Our professional advisors work closely with management and the board of directors to help organizations articulate their vision. We work with you to present your organization’s activities and mission to assist you in presenting the organization in such a way as to be recognized as tax-exempt by the Internal Revenue Service.

For more information, below are links to access additional information in connection with the forms currently required by the Internal Revenue Service to apply for federal tax-exempt status:

  • Form 1023 - Application for Recognition of Exemption under Section 501(c)(3) of the Internal Revenue Code
  • Form 1024 - Application for Recognition of Exemption under Section 501(a)