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APPLICATION
FOR 501(c)(3) EXEMPTION QUESTIONNAIRE

We appreciate your decision to engage our firm for assistance in preparing your organization's Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code (IRS Form 1023). Your confidence in our services is important to us, and we are committed to delivering a thorough and effective application.

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As we proceed with the next steps in this process, we would like to inform you that a payment is required upon submission of the completed questionnaire. This fee covers the services associated with the thorough review, discussion, and refinement of the details provided, as well as the subsequent preparation and submission of your application to the Internal Revenue Service.

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To facilitate the preparation of a comprehensive application for submission to the Internal Revenue Service, we kindly ask you to review the attached questionnaire. Subsequently, we can schedule a phone discussion to delve into your responses and refine the details of your organization's activities. Providing insights into your organization's history, current initiatives, and future plans will enable us to work efficiently and ensure a timely completion of the application.

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If cooperation is maintained, and tasks are completed promptly, we anticipate finalizing your nonprofit organization within 4-8 weeks. The timeline is estimated at 4-6 weeks for the completion, filing, and approval of the Articles, and an additional 6-8 weeks for the approval of your 501(c)(3) application once submitted. Should you have any inquiries regarding the questionnaire, feel free to contact me at your earliest convenience.

FOR 501(c)(3) EXEMPTION QUESTIONNAIRE
Upon submission of the completed questionnaire, an invoice for the specified fee will be issued. We kindly request that the payment be made promptly to ensure a smooth continuation of the application process.

A. Contact Information - Please provide primary contact information for the individual with whom we and the IRS should correspond regarding the application for exemption: 

B. General Organization - No P.O. Box Please

Have you obtained an Employer Identification Number (EIN)?

C. Organizational Details

Do you hav a website or pln to have a website?

D. Board Members 

Are your officers, directors, or trustees related to each other through a family or business relationship?
Does the organization have any business relationships with the officers, directors, or trustees?
Are the officers, directors, or trustees related to the employees or independent contractors through a business or family relationship?
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Thanks! Please allow 6-8 week for approval

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CONTACT INFO

14551A CULLEN BLVD.

HOUSTON, TEXAS 77047

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832.880.3670

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CONSULT@SMONCRIFFECO.COM

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