$250 — I will assist you in completing Form 1023-EZ, including any follow up inquiries from the IRS. Please see pricing below if you also need organizing documents.
Form 1023 pricing depends upon the size and complexity of your organization:
Other organizations, such as supporting organizations or organizations with complex operations should inquire for a customized estimate. Examples of complex operations would include a hospital, land trusts, a significant joint venture, hospitals, or an organization that is spinning off from an existing organization.
The pricing noted above will include standard organizing documents for Maine or Wisconsin (see below). If you are preparing your own Form 1023, please see my review services for a lower cost option.
Form 1024 pricing depends upon the size and complexity of your organization. Most Form 1024 projects can be completed for $2,500, but additional costs apply for complex, high-risk or unusual organization. For example, a Form 1024 for a Health Management Organization (HMO) would require a customized estimate. Form 1024 pricing typically includes initial organizing documents, as set forth below.
For organizations in Wisconsin or Maine, I will typically provide standard 501(c) organizing documents for a new organization for $1,000. These documents include:
Revisions to documents are limited to two rounds and additional charges will apply for private foundations, organizations with voting members, and for other complex structures or organizations.
Hourly rates start at $250 an hour. Smaller organizations with less than $100,000 in annual gross income and total assets of less than $100,000 are eligible for a discounted $175 hourly rate.
Please contact me if you would like to discuss an alternative fee arrangement. For example, alternative fee arrangements may be available for:
If you are completing your own organizing documents and/or IRS application, I offer the following services: