Nonprofit – 501(c)(3) Formation and Consulting Services
Midtown Document Prep specializes in helping individuals and organizations navigate the complex world of nonprofit formation and compliance. Since 2017, we’ve supported hundreds of clients in obtaining 501(c)(3) tax-exempt status, preparing state and federal filings, and developing essential governance documents. Our team handles the technical paperwork so you can focus on your mission. From forming a new nonprofit to ensuring ongoing compliance with annual reporting requirements, we provide affordable, flat-fee services tailored to your organization's unique needs—making the process efficient, accurate, and stress-free.
Nonprofit Formation
There’s no one-size-fits-all when it comes to forming a nonprofit. Whether you're launching a small community initiative or building a larger organization with ambitious goals, we offer formation packages tailored to your needs. Every package includes all required governance documents—like bylaws, conflict of interest policy, and board resolutions—plus we handle state and federal filings from start to finish. Depending on your size and structure, we’ll determine whether you qualify for the streamlined 1023-EZ or need to file the full IRS 1023 application. Either way, we make sure you’re fully compliant and ready to make an impact from day one.
Do you have dreams and goals about making this world a better place? Maybe you have a pet project that you want to get off the ground without having to jump through the endless hoops of the government? We're here to help you start with the smallest IRS application for your Nonprofit!
The IRS has 2 different applications based on revenue in the first 3 years. If you will be under $50k in revenue you can submit the 1023EZ - if you will be over $50k in revenue for the first 3 years you must submit the 1023 long form. This package is for the 1023EZ (under $50k in revenue) application.
The formation package includes:
1) Articles of Incorporation at the State Level
2) EIN - Employer Identification Number
3) 1023EZ Application w/ the IRS
4) Corporate Governance Documents
Are you ready to start your own Nonprofit? Do you have big ideas and goals? This package includes everything you need to make your Nonprofit fully operational at the State level and tax-exempt for big donations at the Federal level.
The IRS has 2 different applications based on revenue in the first 3 years. If you will be under $50k in revenue you can submit the 1023EZ - if you will be over $50k in revenue for the first 3 years you must submit the 1023 long form. This package is for the 1023 (over $50k in revenue) application.
The formation package includes:
1) Articles of Incorporation at the State Level
2) EIN - Employer Identification Number
3) 1023 Application w/ the IRS
4) Corporate Governance Documents
5) Ultimate Guide to a Nonprofit Board of Directors
6) Grant Writing - Who, What, Where, When?
7) Best Nonprofit Hiring Practices
Nonprofit consulting that actually knows what it’s like inside. Most consultants will tell you what should be happening in your organization. We have actually been doing it - managing staff, navigating audits, keeping a $3.5M crisis center compliant and functional while the rest of the world was on fire. I work with nonprofits that are forming, growing, or in the middle of a mess. Whether you need help getting your foundation right, staying compliant, or untangling something that’s gone sideways - this is the work I do and I’m good at. Real support to support you wherever you are.
$350
60 minutes.
You’ve got questions about your nonprofit formation, compliance, governance, why things feel so messy - and you need someone who actually knows this stuff to sit down with you and work through it.
That’s this.
We’ll look at where you are, where the gaps are, and what needs to happen next. You’ll leave with a real action plan. Not homework. Not a list of things to Google. An actual plan.
Book it. Come ready to talk.
Starting at $2,500/month
For when you need someone in your corner on a regular basis.
Nonprofits are complicated. The compliance questions don’t stop, the board dynamics are always something, and then there’s never a good time for an audit surprise. This retainer gives you direct access to an advisor who has been inside this work - not just consulting from the outside, but actually running a $3.5M organization and keeping it compliant, functional, and funded.
Up to 10 hours a month. No long-term contracts. Just smart, consistent support for whatever you’re dealing with.
Reach out and let’s talk about whether it’s a fit.
$5,000 - $25,000
Your organization is in trouble. Let’s fix it.
Audit findings. Board dysfunction. Compliance failures. Leadership in chaos. Some messes need more than advice - they need someone to come in, assess the damage honestly, and help rebuild.
I’ve done this from the inside. I know what broke and why and what it takes to get stable again. This is a hands-on engagement - we go deep on your governance, financials, operations, and reporting - and build a real roadmap out.
Flat fee based on scope. Typically 30-90 days. Reach out and tell me what’s going on.
Wes - Reno, NV
“Midtown Doc Prep was incredibly helpful getting our Non-Profit set up. Kate was professional, prompt, attentive, efficient and friendly. She has a talent for wading through all of the intimidating paperwork with ease and she gave our project incredible attention. I cannot recommend her highly enough for your legal document needs.”
David - Reseda, Ca
"Kate was wonderful to work with. She is extremely knowledgeable in her field. Anyone who works with her will definitely benefit from her. I highly recommend her to anyone!"
Mike - Boulder, Co
"Great work, great person. She shepherded every aspect of the job, gave me all the information I needed, answered all my questions and went the extra mile when the IRS site wasn't responding. Fantastic."