DIY 1023 Resources

DIY Tax Exempt Application: Resources to help you apply for 501c3 Tax Exempt Status

I have several resources to help homeschool organizations apply for tax exempt status themselves using the IRS Form 1023 or 1023-EZ. This give you assurance that your application will be successful in getting 501c3 status.

Is my organization eligible to file the shorter Form 1023-EZ?

Three Webinar Set
and ebook
These three webinars will explain how to start a nonprofit, apply for 501c3 status and what to do after you are a 501c3 tax exempt organization.

A bonus: Carol Topp’s ebook The IRS and Your Homeschool Organization.

Webinars can all be purchased separately as well.

The 3-webinar set sells for $50.

Form 1023 Template
This template of the IRS Form 1023 is 20 years of HomeschoolCPA’s experience in preparing over 80 Form 1023 applications. It notes, tips, and exact language that has been successful in the past. Use it to file your Form 1023 with the IRS. Designed specifically for homeschool organizations.The Form 1023 is filed online as of 1/1/2020.

This template pairs well with the Review service described below.

Cost: $100

Contact HomeschoolCPA for this service.

Review your self-prepared Form 1023
HomeschoolCPA will review your self-prepared Form 1023 or 1023-EZ and supporting documents (Articles of Incorporation, bylaws, budget) and offer comments and tips for speedy approval by the IRS.

Cost: $100/hour. Typically 2-6 hours.

Contact HomeschoolCPA for this service.

IRS and State Filings. What to do after you receive 501c3 status.

A customized report of what your organization needs to file annually with the IRS and your state to maintain your 501c3 tax exempt status.

Includes forms for you to complete and due dates.

Cost $100

Contact HomeschoolCPA for this service.

Phone or Zoom consultation with Carol Topp, CPA
Have questions about applying to tax exempt status? Arrange a Phone or Zoom Consultation

Cost: $100/hour