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Nonprofit Formation 501c3 Tax Exemption Specialist
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Senior Nonprofit Consultant & Document Specialist
Independent Practice • Trabajador autónomo
Jan 2021 - Present • 5 yrs 8 mos
Successfully guided over 150+ startup nonprofits through state incorporation and federal tax exemption approval. Maintained a 98% first-pass approval rating for Form 1023-EZ and standard Form 1023 submissions with the IRS. Drafted customized corporate bylaws and governance documents tailored to specific charitable missions. Provided end-to-end advisory on EIN setup and state charitable solicitation licensing.