Business & Nonprofit
Tax Strategy
Nonprofit Formation & Setup
I’ll walk you through 501(c)(3) registration, board structure, budgets, IRS filings, and everything in between — with clarity and confidence.
You’re trying to do good — but the paperwork, deadlines, and legal language feel like a full-time job. I make nonprofit setup simple, strategic, and compliant. You’ll go from confused and stuck to fully registered, IRS-aligned, and mission-ready — with a confident founder mindset and solid financial structure to back it up.
What’s included in your nonprofit setup package:
01
Entity Registration & EIN Setup
I’ll help you choose the best legal structure for your nonprofit — and register it properly with your state. We’ll secure your EIN (Employer Identification Number) and make sure your documents are set up correctly from the start.
02
501(c)(3) IRS Application
I’ll prepare and review your IRS Form 1023 or 1023-EZ to ensure accuracy and approval. I’ll walk you through timelines, fees, what to expect — and handle the technical pieces so you don’t have to worry about rejections.
03
Board Structure & Bylaws Guidance
We’ll set up your board the right way — with clarity on roles, voting, compliance, and nonprofit governance. I’ll also help you review or create bylaws that align with IRS expectations.
04
Financial Systems & Budget Setup
You’ll receive templates and guidance for building your first nonprofit budget, including how to categorize income, set up accounting systems, and prepare for funding opportunities. I’ll ensure you start audit-ready.
05
State Filings & Charitable Registrations
We’ll handle or walk through any additional state forms, like your Articles of Incorporation, initial reports, and charitable solicitation registrations, so your nonprofit stays legal and eligible for fundraising.
Here for a Tax or Bookkeeping Issue?
If you’re dealing with tax problems, bookkeeping concerns, or need guidance, schedule a quick call and let’s figure it out — together.
Should we work together?
- You’re passionate about impact, but the paperwork keeps you up at night.
- You want more than just help — you want mentorship from someone who’s done it for real.
- You need clarity around bylaws, IRS language, and board setup.
- You need clarity around bylaws, IRS language, and board setup.
- You’d like someone who understands faith-based missions, family causes, and grassroots founders.
- You want to start right — with no loose ends, and no backtracking later.
Who's This For?
You want to launch a nonprofit but don’t know where to start.
You’ve tried to apply for 501(c)(3) status but got stuck, rejected, or overwhelmed.
You’ve started the process but aren’t sure if it’s compliant.
You want someone to guide you through it — clearly and compassionately — and avoid common mistakes.
GET STARTED TODAY
Let’s Optimize Your Tax Strategy
Testimonials
Hear how Dr. Lilly’s clients — from business owners to nonprofit founders — have transformed their finances, gained clarity, and found peace through her expert support.
Small Business Owner
Dr. Lilly is incredibly knowledgeable and transparent. She helped me file my taxes and guided me through my LLC setup. I felt supported every step of the way.
Entrepreneur
I honestly couldn’t be happier. The Ark NPS made my tax process stress-free, answered all my questions, and made everything feel easy.
Family Client
I was introduced to Dr. Lilly and within an hour she was already sorting me out. She’s kind, calm, and so easy to talk to — truly a blessing.
Entrepreneur
Dr. Lilly is truly the best CPA you could ever hope to meet! During our one-hour session, she went above and beyond to help us understand how to effectively manage our finances and file our taxes. Her expertise and dedication are unmatched.
Entrepreneur
The session Dr. Lilly taught today was amazing! As a doctoral business student, the financial structuring insights were exactly what I needed. She was knowledgeable, patient, and truly impactful.
Small Business Owner
Yet again, another great experience with The Ark NPS. I've been with them since 2021, and their professionalism and commitment to peace of mind are unmatched. They always go above and beyond.
