If your Form 1023 or 1024 is turning into a second job, or you're staring at something that doesn't look right, book the call. I work only with tax-exempt organizations and bring two decades of institutional memory to every conversation. I know what gets these applications denied or delayed, and I tell you the truth upfront instead of promising outcomes I can't deliver.
You speak with me directly. No staff. No scripts. No nonsense. One call, straight answers, and a path you can actually execute.
What you Get:
- Clear, direct answers about your exemption or formation
- A review of your situation and red flags before filing
- Access to every downloadable nonprofit template
- Honest advice to help you avoid IRS problems
Who This is for:
- Founders filing Form 1023 / 1024 without losing focus
- Anyone burned by careless "expert" services
- Attorneys or CPAs who want straight, useful clarity
- IRS status revocation and reinstatement cases
Frequently Asked Questions
How does the consultation work?
Once you book, send me an email to schedule your call. We'll pick a time, and I'll call you directly. We go straight into your questions, review your documents if needed, and wrap up with clear next steps.
Can I send you documents before the call?
Yes. You can email them ahead of time if you need clarification on a point or two. Just remember: this is a consultation. If you need a full application review, there's a separate service for that.
I want the templates but I'm not ready for the call yet.
That's fine. Most people do that anyway. There's no expiration date, get the templates, start the work, and call me whenever you're ready.
Is this consultation only for 501(c)(3) organizations?
No. I work with every type of tax-exempt entity that files under Form 1023 or 1024, including 501c4 501(c)(4) and (19). If it's a nonprofit, I've seen it, fixed it, or built it.
What if I just need quick confirmation on something small?
That's fine. Book the shortest call, bring your question, and get your answer. Most people waste hours online trying to confirm one sentence in an IRS instruction. I can give you that certainty in minutes.