Getting Started
Polk & Associates assists non-profits in:
- obtaining an Employer Identification Number for newly formed
organizations;
- guiding businesses in defining their specific goals and activities;
- completing and filing IRS Form 1023 (Application for Recognition of
Exemption);
- formatting non-profit businesses’ financial statements;
- completing and filing IRS Form 8718 (Exempt Organization
Determination Request).
Polk & Associates will take care of the paperwork, so that your
newly formed charitable organization can concentrate on achieving its goals and fulfilling
its mission.
Getting Things Right with the
IRS
Polk & Associates will work as your liaison with the Internal
Revenue Service. Our firm will asssist you in preparing and filing the necessary
applications to secure tax exempt status for your organization, and to enable contributors
to claim tax deductions. Our experience in this area allows us to expeditiously earn
your 501(c)(3) status so you can get to work.
After Formation
Our firm works closely with the directors or trustees to ensure
continuing compliance with statutory rules and regulations applicable to exempt
organizations and to address the myriad of legal issues which such organizations face.