Nonprofit Start Up

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Where's My Refund?

When will you receive your refund? The answer depends on how you filed your return. The IRS should issue your refund check within six to eight weeks of filing a paper return.

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We are a full-service Accounting firm licensed in CA. We offer a broad range of services for business owners, executives, and independent professionals.

If you're starting a new not-for-profit organization my office can help you prepare your organization's 501 (c)(3) application for tax-exempt status.

Below are essential ingredients in starting a successful nonprofit:

a vital mission
high-quality, responsive, and unduplicated programs and services
reliable and diverse revenue streams
clear lines of accountability
adequate facilities

To learn more now about starting a nonprofit, you should research various webinars or tutorials on line. The Foundation Center (foundationcenter.org) has many training events, videos, and transcripts available to you. You may also need to retain a local attorney familiar with nonprofit law to assist you with your organizing documents and bylaw.

My office can assist you with the following steps:

File articles of incorporation with the Secretary of State (if not done by your attorney).

Submit Form 1023 - Application for Exempt Status with the Internal Revenue Service (IRS). Please note that it can take 3-12 months for the IRS to return its decision.

Register with the California State Attorney General's Office or any other state in which you plan to do fundraising.

Filing the annual federal, state, and Attorney General tax returns.

In order to complete your IRS application, here is what's needed.....

Articles of Incorporation containing the Exempt Purpose Statement as described in IRS Code section 501(c)(3) and defined in Treasury Regulation 1.501(c)(3)-1 Paragraph d and the Dissolution Statement described in Treasury Regulation 1.501(c)(3)-1 Paragraph b subparagraph 4 ("Organizational Test").
Employer Identification Number
Bylaws of the Organization
Minutes of Board Meetings
Names, Addresses, and Resumes of Board Members
Names and addresses of all Active Members
Inventory of Assets like cash, furniture, equipment, property, pledges...
Inventory of Liabilities like mortgages, accounts payable, loans...
Rent/Lease Agreements and Contracts
Revenue and Expense Statements for the last four years or as far back as possible if your organization has been in existence for less than four years.
Written Reason for Formation and History of the organization.
Organization Mission Statement or Statement of Faith or Beliefs for Churches and other Religious Organizations.
Organization Activities, Operations and Programs Documentation including your statement of purpose & operations, food programs, fundraisers, flyers/brochures/pamphlets...
Financial Support Documentation including all sources of revenue like contributions, tithes, offerings, fundraisers...
Fund Raising Program Descriptions
IRS Processing/Filing Fee

Nonprofit Start Up

Where's My Refund?

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State Tax Forms

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Nonprofit Start Up