HomeschoolCPA increased my fees, but you’ll get more!


I don’t do this often, but I recently increased some of my fees.

My popular phone consultation fee is the same at $60/hour.

My fee preparing the IRS Form 1023-EZ application for 501(c)(3) status for small organizations has increased from $150 to $250.

But starting July 1, 2016 the IRS fee for Form 1023-EZ drops from $400 to $275, so overall your total fee will be less than before. Gotta like that.

Additionally, I used to charge separately for reviewing your Articles of Incorporation  for compliance with the IRS 501(c)(3) rules. Now that will be included in the $250 fee.

And I will also include a letter explaining what your state filing requirements will be for your newly formed 501(c)(3) organization. I used to charge separately for that as well, but it’s now included.

So, your homeschool group can apply for 501(c)(3) status (or get reinstated if your tax exempt status was revoked because you failed to file the annual Form 990-Ns) for less money and get more services!

What’s not to like about that?

Helping homeschool leaders,


Carol Topp, CPA





New IRS Form 1023-EZ make applying for tax exempt status easier

Form1023-EZ page 1

July 1, 2014

Today the IRS announced it has released a new Form 1023-EZ to make applying for 501(c)(3) tax exempt status easier. The press release said:

The Internal Revenue Service today introduced a new, shorter application form, Form 1023-EZ, to help small charities apply for 501(c)(3) tax-exempt status more easily. Most organizations with annual gross receipts of $50,000 or less and assets of $250,000 or less are eligible. See news release for details.

The change will allow the IRS to speed the approval process for smaller groups and free up resources to review applications from larger, more complex organizations while reducing the application backlog.

The new 1023-EZ form must be filed on, accompanied by a $400 user fee (On July 1, 2016, the IRS lowered the fee to $275). The instructions include an eligibility checklist that organizations must complete before filing the form.

You can see what the Form 1023-EZ looks like here.

Parts II and IV might be a little confusing. The instructions for this 3 page form is 20 pages long!

If you need assistance filling in the Form 1023, I help homeschool organizations by offering a service to review your organizing documents for compliance and guide you through the form.

Contact me to arrange a phone consultation to go over your Form 1023-EZ.

Carol Topp, CPA