Tax Exempt & Nonprofits
Guidance, Management and Process
Our law firm provides comprehensive legal support to organizations and individuals seeking to establish and maintain 501(c)(3) tax-exempt status. We assist charitable organizations, private foundations, and nonprofit entities in meeting the necessary federal and state requirements to ensure contributions are tax-deductible and compliant with the Internal Revenue Code.
Approach
We guide clients through every step of forming a tax-exempt organization, from drafting organizational documents with the required IRS language to registering with the Florida Department of State. Our team prepares and files the necessary federal and state forms to secure tax-exempt status, ensuring compliance with all regulations. We also offer ongoing support, including assistance with annual filing requirements, to help organizations remain in good standing.
Goal
Our goal is to empower charitable organizations and private foundations to fulfill their missions by ensuring their tax-exempt status is secure and sustainable. By simplifying the process and offering strategic guidance, we help clients maximize the benefits of their tax-exempt status to achieve their philanthropic objectives.
Promise
We are committed to helping you navigate the complexities of establishing and maintaining 501(c)(3) tax-exempt status with ease and confidence. Our dedicated team will provide strategic guidance and ongoing support, ensuring your organization can effectively pursue its charitable mission while maximizing the benefits of tax-exempt status.
A quick guide to our process
Step 1
PLANNING & STRUCTURING
- Discuss and help formulate the organization’s charitable purposes and goals
- Advise on the legal structure and assist in forming the legal entity for the organization
Step 2
PREPARING AND SUBMITTING
- Assist in the preparation of IRS Form 1023 and any required state applications
- Finalize Form 1023 and its attachments, including financial forecasts and budgets
- Submit the application to the IRS and manage follow-up communication until 501(c)(3) status is granted
Step 3
ONGOING SUPPORT
- Advise on state and Federal annual filing requirements for tax-exempt organizations
- Assist with ongoing compliance to maintain the organization’s tax-exempt status
Guaranteed confidentiality
As in any communication between attorney and client, all discussions, planning and information collected are held in the strictest of confidence.