Non-Profit Setup and Advising

Who we are

Protecting and advancing your charitable work

Our non-profit setup and advising services include:

  • Incorporation through the Kentucky Secretary of State
  • Draft corporate documents such as:
    o Articles of Incorporation
    o Bylaws
    o Initial Meeting Minutes
    o Resolutions
    o Contracts and other documents as needed during the course of business
  • Obtain EIN (Tax ID Number)
  • Apply for the following:
    o 501(c)(3) status (exemption from federal income taxation)
    o Form 990 with the IRS
    o Sales tax exemption for 501(c)(3)s
  • Complete filings such as:
    o Annual reports with the Secretary of State
    o Form 990 with the IRS
    o FinCEN Beneficial Ownership Information (BOI) reports for non-501(c)(3)s