JavaScript Required

This site requires JavaScript to function properly. Enable JavaScript in your browser settings and reload the page.

Save to List My List

IRS Exemption Application Review: Do it Once, Get it Right

Preparing your application yourself will give you the satisfaction of doing it right, but in countless applications I've reviewed, some things never change: wrong boxes checked, answers missing, and nine out of ten have fatal budgeting and narrative errors. These mistakes guarantee questioning or denial from the IRS, and they'll drag the process out for months if not years.

This site teaches you how the exemption process works, painfully but effectively. Your job is to read everything and apply the lessons. If you're sure your application will pass the IRS, proceed. If not, get it reviewed. Better to sweat with me now than bleed later.

The Application Review and What's Included

I go through your entire exemption application line by line, page by page, the same way an IRS examiner will. Not once, twice. That means all your state and federal paperwork, the exemption form itself, narrative, budget, bylaws, and all attachments and supporting materials.

All reviews are done over the phone or Zoom, so you can ask any questions you may have. Turnaround time for application review is generally 7 days.

I've been auditing applications for two decades with a 100% approval record. If I sign off on your application and it gets denied, I'll pay you back double of what you've paid me. 

Just know that I'll hold your feet to the fire, because the IRS will torch you twice as hard if I don't. Read the stories of nonprofits who've been through the process.

Get Your Application Reviewed

This review service is for founders preparing and submitting their own exemption applications, helping them start their nonprofit correctly without paying thousands in attorney fees. If you're a professional billing clients, contact me for a separate engagement.

Frequently Asked Questions

How long does it take to review the application?

Turnaround is generally 7 business days from the time you send your complete ZIP file. If your submission is missing documents or has placeholders like "to be determined," the clock doesn't start until everything's in order. If you're on an "actual" deadline, let me know so I can move things around and get you to the front of the line.

What documents do you need from me?

Make sure you've followed the instructions on this site and made every possible effort to complete your application to the best of your ability. When you think you're ready, prepare your documents and archive the following into a single ZIP file:
  • Completed Form 1023 or Form 1024 (download the PDF from pay.gov)
  • Articles of Incorporation (include amendments if any)
  • Your complete Bylaws
  • Conflict of Interest Policy
  • Narrative and budget
  • Any supporting attachments

How do I send you my files for review?

Just email the ZIP file to chris [dash] sorbi [at] hotmail [dot] com. I personally open every single one, so make sure to include your organization name, phone number, and PayPal Transaction ID so I know which application is yours.

Can I talk to you before I book the review?

Yes, you can. If you'd like to talk through your situation first, book a consultation call. If you decide afterward that you want a full application review, I'll deduct what you already paid for the consultation from the review fee. You won't be paying twice; the review is over the phone or Zoom, one on one, line by line, and already includes that level of discussion. If you need to speak to me directly, call (406) 992-0032. Please only use this number for application reviews.

What if you tell me my application is hopeless?

Then you just dodged a $600 rejection and months of IRS silence. I'll tell you why it won't pass, what needs to change, and whether it's worth fixing or starting over. If it's truly hopeless with no shot in hell, I refund your money. Brutal honesty is the point: you're paying for clarity and results.
Loading...
Save to List My List