Thorough -

• A recap of basic 501(c)(3) requirements [M/S Word]  [PDF]
• Guidance on tasks to complete before applying for exempt status [M/S Word] [PDF]
• Part by Part help with Form 1023 itself
• What to expect after you submit your application package
• Reinstatement help for automatically revoked organizations 
• More - view Table of Contents [M/S Word] [PDF]  

Practical - 

I am grateful to book purchasers, users of my public service website, workshop participants, professionals and clients for insight into what people want and need when preparing an exemption application.

• A checklist for submitting a complete application [M/S Word] [PDF]
• Help writing the narrative
• Guidance for putting together financial information
• Access to filled-in forms
• Charts, worksheets, flowcharts and similar visual aids [M/S Word] [PDF]
• Profiles of related code sections
• Sample board resolutions
• Instructions for related IRS forms
• Plain English explanations of IRS terminology
• More - view Handbook Table of Contents [M/S Word] [PDF]

Backed Up By Decades of Experience -

• I have worked with Form 1023 almost daily since 1974
• During 12 years as an IRS Exempt Organizations Specialist, I reviewed about three thousand exemption applications
• Since leaving the IRS, I have personally prepared over one thousand Forms 1023, and reviewed almost that many prepared by others
• More - view Resume [M/S Word] [PDF]

Information You Cannot Find In Any Other Book -

• Excerpts from the textbooks used to train IRS Exempt Organizations staff
  (obtained through the Freedom of Information Act)
• A clickable flowchart illustrating EO application processing
• Links to valuable information in the Manual used by IRS agents
• Links to approved 501(c)(3) applications posted on the Internet

Up-To-The-Minute -

• No other book on Form 1023 has a more current copyright date (as of Feb, 2012)
• Links have been updated to reflect the changes made to irs.gov in 2012
• When the IRS eliminated their "Advance Ruling" program, Prepare Your Own's ebook format made it possible to add an informative addendum within days
• When an alert reader contacted me about a change in the IRS address for applications, I passed the information on and it appeared on the IRS website within days

Time-Saving -

• Internal links help you quickly find specific information you need in the book
• External links take you right to the IRS information you need
• A page of hints helps you use the book effectively [M/S Word] [PDF]
• A When to Call A Professional list lets you know if the book is not for you
• You can be working with this downloadable ebook tonight, without driving to the bookstore or waiting for the postal service to deliver an Amazon order

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  Prepare Your Own 501(c)(3) Application

  $38.95

   

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