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Initially, I felt overwhelmed by the task of achieving 501 (c)(3) status for my organization. I went down a number of fruitless rabbit holes:Google searches,conversations with friends and families, etc. Then I came across Chris’ website, and I realized that he and his material were the real deal. I followed the instructions as they were laid out on this website. It was a lot of work, but in retrospect it was worth every minute I put into it. Then Chris and I spoke. Without his guidance, I would not have been able to complete the project. He is worth every penny. When I received the IRS approval, I was really happy! I can’t recommend Chris enough.
Gem of a resource!!! So grateful!
When we first looked over Form 1023, being “overwhelmed” was a bit of an understatement. That feeling was compounded by the online search for someone who could offer support and not charge our organization an exorbitant amount. We don’t know how or why this gem of a resource crossed our path, but we could not be more grateful that it did. From the wealth of information and forms Chris offers on his website, to the thorough review of the application and consultations, Chris went above and beyond. He was super responsive with questions we had and gave assurance that he would support us all the way through to approval. Five months after submitting our application, we were delighted to receive our approval letter from the IRS, dated October 17, 2023! We know that we could not have done it without Chris! The donation we made to Chris’ organization feels like our small part in keeping his work alive so that others who share similar missions get the support they need too! HIGHLY RECOMMEND!!
Very fast approval
We’d have most certainly been rejected without Chris’s advice. Instead, our standard 1023 was approved in less than a month from submission.
The information Chris provides in a review of the required documents is more than just getting a passing grade from IRS! Chris provides a bit of education, pointing out where certain Form 1023 sections need to be consistent that might not be apparent to the applicant. I am certain Chris’ review of our 1023 Form saved at least one if not more rejections from IRS, just due to innocent mistakes. Pay the few bucks for a fantastic Form 1023 review! You will not be disappointed!
It was a daunting task but when you have lack of funds on a start up and trying to do the brunt of the work yourself, Chris’ website was an incredible resource. His website is very thorough. Not for the faint of heart, so if you’re willing to put the work in, Chris is the way to go. He had excellent follow through and offered very insightful support. Highly recommend. Side note for those who are suspect… I was too. I did some background research and in the end I felt comfortable. I’m glad I did. We were approved with flying colors for our 501c3. Along with extensive research, Chris was without a doubt one of the main reasons.
Amazing - Chris' full review is absolutely the way to go
When I first started looking into obtaining a 501(c)(3), it never occurred to me that I could do it myself. I began by looking for services online, but the options I found were expensive, would often incorporate other states, and struck me as a bit gimmicky. A friend who had filed himself convinced me I could do it myself, so my internet searches changed to “How to fill out 1023,” and I came across this website. I could not believe how clearly everything was laid out and explained – incorporating, bylaws, board duties, as well as every question on form 1023.
Any lingering hesitation on my ability to file myself disappeared when I saw that Chris would perform a full document review for an unbelievably reasonable fee.
Long story short, I downloaded Chris’ templates, followed the steps on the website, had Chris review my documents, and received my 501(c)(3) designation letter 4 months later with no questions from the IRS. Thank you Chris!
So, in short…yes!! Just do it. So worth it.
I have written dozens of government proposals so I felt pretty confident with my submission to Chris for review. He gave me some critical feedback which completely changed the direction and tone of my narrative and cut it down by a couple pages. His advice cleaned up the budget to make it more simply presentable – less information to submit.
I submitted on May 30, 2023. I’ve been waiting for months to hear back from the IRS. It’s been three and a half months so I decided to call them today to check on the status. On the website, before calling to check on status it says to check the Tax Exempt Organization Search tool first.
It turns out, we were issued or status on Jun 2, 2023 – only three days after submitting!
So, in short…yes!! Just do it. So worth it.
Thank you Chris!
If you don’t use Chris for your full review then you’re wasting time! Initially, we purchased the forms template because it was the path of least resistance and could fill in the blanks quickly.
What you miss is his expertise in what works, what doesn’t and each states different idiosyncrasies. These three alone will save you weeks if not months.
We’ve talked to many people and foundations that have walked the process thru on their own and seeing time tick by – 6 months, 12-months and longer. We did the necessary work up front from early May thru mid August and in less than 45 days later we received our 501(c)3.
Professional, accurate, affordable advice for success
Chris was great. He reviewed our entire application, walked us through each question and explained where corrections should be made. He even provided a template for our conflict of interest statement to ensure we had it right. He gave us great confidence in submitting our application and five months later, we received our letter. Before finding Chris, an accounting firm was going to do this for us but I wasn’t confident that they understood the intricacies of a church vs. other non-profits. By using Chris, we got spot-on advice and a successful submission on the first try at a much lower cost.
Great resources, great support, quick approval
The templates on the website saved many hours of work. Chris’ review of our1023 form was thourough and quick. We got approval in 3 months with no questions asked.
Process was easy.....
Can’t thank Chris and his website enough for guiding us through the process. Follow the website, it makes your work easy.
Knowledgeable, Friendly, & Eager to Help
Chris is one of the most talented people I’ve ever met. Another agency assisted me just to be denied twice in a year. After three months of skimming around his website, I finally decided to read it thoroughly. That was the best decision I could have made. Chris collaborated with me, and after several rounds of review, the application was ready to be sent. I submitted the application on June 28, 2023, and received my acceptance letter on July 18th (dated July 5th). I’m overcome with happiness. Thank you so much, Chris!
This website makes it possible for anyone
This website makes it possible for anyone to complete the necessary forms to get 501(c)(3) exemption status. I have been an entrepreneur for 30 years, but had NO experience with non-profits. I found this website, paid for the full package $399 (for the service received, this would be cheap at 3 times the price!!!), did the homework assignments, had multiple email and phone conversations with Chris, and received the 501(c)(3) exemption status letter 4 months after filing the request. No glitches, no hassles, no problem! Chris really knows his stuff! I recommend reading carefully and doing some editing. The content is all excellent and does what needs doing. And Chris goes above and beyond to be helpful!
$1M value. I can't recommend enough.
I originally tried to apply for 501(c)(3) status only to get rejected 6 months later over minor mistakes. Chris was the exact help I needed to keep pushing forward. Because of my organization’s finance related activities, I was required to fill out the full 1023 long form, which felt daunting without help. Chris read all my documentation line for line (his templates are amazing to begin with) and advised me on all my extremely far out and random questions. We had multiple phone calls, and each one I felt equipped with the confidence to get the form done. Love his direct approach to problem solving and encouraging me to not sweat the small stuff. THANK YOU CHRIS. This is truly one of the best resources I have ever used.
1023 filing got you down? Stay right here - you've got this!
I was anticipating (with trepidation!) long and harrowing research on each question asked on the 1023. Instead, I found this site, followed Chris’s instructions, and purchased the invaluable docs package. The easy-to-follow format here guided me in clearly and effectively expressing our goals while keeping everything legal and consistent. I submitted our application to the IRS on April 6, 2023 and was stunned to receive an approval letter dated April 11, 2023. THANK YOU, CHRIS!! You are a blessing to all of us!