Nonprofit Formation
Build the legal, tax, and organizational foundation for a 501(c)(3) nonprofit.
Mark and the team publish tax & legal education on YouTube. Book a call when you're ready to make your plan.
Priced by what you actually have.
The Deliverables
Up to 3 Hours of Attorney Guidance
Work with a KKOS attorney through the nonprofit formation and exemption process, from determining the right structure to reviewing the 501(c)(3) application and answering operational questions once the organization is established.
Up to 3 attorney consultations / 3 hours of attorney time available throughout the service.
Form the Nonprofit With the State
We establish the nonprofit corporation and put the foundational governance documents in place so the organization can begin operating as a formal legal entity.
Filed state formation documents, Bylaws, Conflict of Interest Policy, and Initial Organizational Minutes.
Establish the Organization With the IRS
Your nonprofit receives the federal tax identification needed for banking, tax filings, and the exemption application process.
IRS EIN Acceptance Letter or EIN confirmation.
Apply for 501(c)(3) Tax-Exempt Status
We guide the organization through the applicable Form 1023 process and work toward obtaining formal recognition of federal tax-exempt status.
Applicable Form 1023 filing and final IRS Determination Letter.
Address Applicable State Tax Exemptions
Depending on the state, additional filings may be required to establish the nonprofit's state-level tax-exempt treatment.
Applicable state tax-exemption forms and filings.
Be Ready to Operate the Organization
Once formation and exemption work is complete, you receive the core records needed for banking, governance, and the next steps of running the nonprofit.
What clients add next.
The pieces work together. Here are the services most clients engage alongside this one, and the ones we recommend they consider.
Start with a conversation.
A free 15-minute call with a client coordinator, or go straight to a working session with a partner-level attorney. Either way, you leave knowing the next step.