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Frequently asked questions
Nonprofit Formation & Compliance Program
The process starts with education — you'll receive training on attorney-reviewed public filing information before anything is prepared. From there, you choose the documents you want to file based on the education you've been provided, and we assist you with filing preparation. Once your documents are prepared and filed, you'll have access to your Client Portal to track progress and store everything securely.
The first 3 sessions — each up to 1 to 2 hours — cover training and full document preparation. After submission, we pause for IRS processing. Session 4 follows your IRS determination, completing any remaining filings and confirming your organization is set up to operate. IRS processing can take anywhere from 2 weeks to 3 months or more depending on IRS backlog.
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