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IRS Form 1023 is waiting on my desk, still mostly blank. Before it can go to the Service I need two things brought together: airtight financials and a persuasive, regulation-friendly narrative. Financials first. I do NOT yet have them in order. You will need to • organise the raw receipts, bank PDFs and spreadsheets I supply, • create the formal financial statements the form demands, and • cross-check every line for IRS compliance so nothing triggers a follow-up letter. Narrative second. I have mission notes and scattered ideas for Part IV, but the text still has to be shaped into a clear story that shows how we meet 501(c)(3) requirements while staying within IRS wording conventions. Deliverables • Fully completed Form 1023 (all relevant schedules) ready for e-filing • Clean, balanced financial statements and four-year projection, source workbooks included • Final Part IV narrative polished, compliant and consistent with the numbers I will review everything against Publication 557 and a short checklist; when the numbers reconcile and the language reads smoothly, we are done.
Project ID: 40510414
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23 freelancers are bidding on average $476 USD for this job

With an extensive background in data analysis, I understand the utmost importance of preciseness and accuracy that IRS 1023 application necessitates. My proficiency in Excel and Quickbooks renders me fully competent to consolidate your raw receipts, bank PDFs and spreadsheets to craft the accurate financial statements as demanded by the form. Moreover, I have comprehensive expertise in cross-checking and ensuring compliance with IRS regulations, mitigating the risk of follow-up letters. However, my services transcend merely organizing numbers; I bring a powerful combination of adept writing skills and business acumen to your project. Drawing from my experience in business writing, I will effectively shape your scattered mission notes and ideas into a compelling narrative for Part IV that aligns with both 501(c)(3) requirements and IRS language conventions. Ultimately, my approach is thorough yet efficient - I will not only provide a fully completed, e-filing ready Form 1023 (inclusive of schedules) but also deliver clean, balanced financial statements along with a four-year projection that adheres to Publication 557 standards. With me, you can trust that every number will reconcile, every word will read smoothly and most importantly, our final submission will be error-proof and maximally persuasive. Let's turn this tedious process into an effective showcase of your nonprofit's potential
$250 USD in 1 day
7.7
7.7

Hi there, We can help organize the raw records, reconcile the numbers, build the required financial statements, and draft the Form 1023 narrative so the filing is internally consistent and ready for your review. We will align the text with Publication 557 style expectations, cross-check the figures against the supporting workbooks, and keep the wording clear, compliant, and matched to the organization’s exempt-purpose story. Our approach is structured: first we clean and map the source documents, then we prepare the statements and projection, and finally we polish Part IV so the narrative and financials tell one coherent story. We will keep everything documented and easy to review within the platform. Best Regards, 8veer
$615 USD in 7 days
7.1
7.1

As a Chartered Accountant with nearly a decade of experience, I'm confident in my ability to transform the disorganized files you have into a fully-completed IRS Form 1023 - one that adheres to rigorous regulations down to every last detail. I specialize in organizing financial information efficiently and crafting narratives specific to IRS verbiage, both of which are central to this project. My skillset expands not only to accounting and data entry but also to business consulting and compliance work, meaning I can offer you a holistic solution for your application needs. With me on board, you'll receive more than just tidy financial statements; you’ll gain clarity on your nonprofit's financial outlook for the next four years and even beyond through meaningful projections. Lastly, my experience serving startups and growing businesses uniquely qualifies me for this assignment. I understand the challenges facing nonprofits seeking tax-exempt status and will ensure that every detail of our work aligns with the complex 501(c)(3) requirements. My passion lies in helping businesses like yours navigate through these difficult processes — I truly believe my skills would be an asset to your team. Let me handle this important task so you can focus on what matters most: your mission.
$250 USD in 7 days
6.4
6.4

Form 1023 applications fail when financials don't reconcile with narrative, or when Part IV language triggers compliance questions. This project demands both precision and regulatory fluency. The financial component requires organizing raw receipts and bank records into IRS-compliant statements with four-year projections. Each line must align with 501(c)(3) requirements and Publication 557 standards—gaps here generate follow-up letters. The narrative section must translate mission objectives into clear, consistent language that demonstrates organizational purpose while staying within IRS conventions. Deliverables include completed Form 1023 with all schedules, balanced financial statements with source workbooks, and a polished Part IV narrative. All numbers reconcile end-to-end, and language reads as direct organizational communication rather than marketing copy. This requires simultaneous command of nonprofit accounting standards, IRS filing requirements, and technical business writing. The project closes when your internal review against Publication 557 confirms both numerical accuracy and regulatory alignment.
$250 USD in 1 day
5.5
5.5

Hi, With over seven years of experience in preparing IRS Form 1023, I am confident in my ability to deliver airtight financials and a compelling narrative that meets your expectations. I will meticulously organize the raw receipts, bank statements, and spreadsheets you provide to create robust financial statements that adhere to IRS compliance requirements. Each line will be cross-checked to ensure accuracy, minimizing the potential for follow-up inquiries. Additionally, I will shape your mission notes into a cohesive narrative for Part IV, clearly illustrating how your organization satisfies the 501(c)(3) criteria while maintaining alignment with IRS language conventions. I understand the importance of clear communication, so I will keep you updated throughout the process, ensuring that all requirements are met in a timely manner. By following proper procedures and maintaining a strong attention to detail, I will meet the agreed deadline for delivering the fully completed Form 1023, including all relevant schedules, balanced financial statements, and a polished narrative. My focus is on ensuring your submission is both compliant and persuasive, providing you with the best chance for approval.
$500 USD in 7 days
5.3
5.3

With over a decade of experience as a prominent Attorney and Legal Consultant, I bring a unique skillset that will ensure your IRS 1023 application receives the comprehensive support it deserves. Advanced data entry skills? Check. Meticulous organization capabilities? Absolutely. But I also offer something beyond these regular skills - an understanding and expertise in navigating the complex maze of legalities that come with tax filings. As the Founder and Chief Executive of Ahmed Nawaz Legal Consultancy Service SMC-Private Limited (Regd.), I have garnered extensive experience in a wide range of legal drafting tasks similar to what your project demands. From appealing briefs and complaint drafting to dealing with patents application, I've honed my abilities in ensuring utmost compliance and regulation-friendliness in every assignment. My track record attests to my dedication to meticulousness, quality, and adherence to deadlines. Moreover, my skills as a litigation writer will enable me to shape your mission notes into a compelling narrative that showcases your commitment to meeting the 501(c)(3) requirements while staying within IRS wording conventions. Rest assured, everything will be delivered as needed: fully completed form, clean financial statements and projections, polished narrative; ready for smooth e-filing!
$500 USD in 1 day
4.9
4.9

Drawing from a diverse professional background that includes not only full-stack development, but also data analysis and entry, I am uniquely positioned to offer you the comprehensiv and meticulous approach your IRS Form 1023 needs. My in-depth understanding of financial management is buttressed by my ability to navigate regulatory literature smoothly; these very skills are what you need to bring your airtight financial records and narrative coherence together. Having spent significant time on fine-tuning and distilling complex ideas into coherent stories, I can confidently say that your narrative will be equally persuasive as it's strictly regulation-friendly. By developing your mission notes and scattered ideas in a manner that meets the stringent requirements of the 501(c)(3) tax-exemption, I know that we can make your mission shine even brighter. Finally, my knack for taking up complex projects from start to finish — including design, development, deployment, and maintenance — will ensure that your final deliverables: a fully completed Form 1023, clean financial statements, a polished Part IV narrative aligned with numeric analysis - are not just satisfactory but exemplary. Let's work together towards securing the future of your enterprise!
$1,100 USD in 11 days
4.0
4.0

I can bring the IRS 1023 package to e‑filing readiness by tightly integrating compliant financials with a regulation-friendly Part IV narrative. Financials: I’ll organize the raw receipts, bank PDFs, and spreadsheets into a coherent set of working papers, then produce the formal statements and four‑year projections the form requires. Every line item will be cross‑checked for IRS alignment so the numbers reconcile cleanly and reduce the risk of an IRS follow‑up. Narrative: Using your mission notes and existing ideas, I’ll rewrite Part IV into a clear, internally consistent story that demonstrates 501(c)(3) compliance while staying within IRS wording conventions. The narrative will be edited for clarity and mapped to the financial reality so it reads as one unified filing. Deliverables: fully completed Form 1023 (including relevant schedules) ready for e‑filing, clean financial statements with source workbooks included, and a final Part IV polished for consistency with the numbers.
$250 USD in 2 days
2.0
2.0

Hi, I reviewed your project and can assist with organizing the financial records, preparing compliant financial statements, and developing the required projections for your Form 1023 application. I can review and classify the receipts, bank statements, and spreadsheets provided, prepare accurate financial reports, identify inconsistencies, and ensure the supporting numbers are properly reconciled. I can also assist in structuring and refining the Part IV narrative so it aligns with the financial information and the organization's mission. I just want what type of organization you file 1023 application for?. Are you not eligble for 1023-EZ? My approach focuses on accuracy, clear documentation, and compliance to help ensure a smooth submission process. Once I review the available records, I can provide a clear timeline and identify any additional information needed to complete the application package. Looking forward to discussing your organization and requirements further.
$250 USD in 6 days
1.7
1.7

Hello, Good evening . How are you? I hope this proposal finds you well. I'M A CERTIFIED & EXPERIENCED EXPERT This is to inform you that I have KEENLY gone through your project description, CLEARLY understood all the project requirements as instructed in your project proposal and this is to let you know that I will perfectly deliver as desired. Being in possession of all stated required skills, (Data Analysis, Grant Writing, Data Entry, Business Consulting, Accounting, Financial Analysis, Business Writing and Financial Consulting), as this is my field of professional specialization having completed all certifications and developed adequate experience in the respective field, I hereby humbly request you to consider my bid for professional, quality and affordable services that meet all your requirements. I always guarantee timely delivery and unlimited revisions where necessary hence you are assured of utmost satisfaction when working with me. Please send me a message so that we can discuss more and seal the project. WELCOME.
$750 USD in 1 day
0.0
0.0

Hi there! Quick question: do you have any prior 990-N, 990-EZ, or 990 filings I should know about, or is this a completely fresh nonprofit formation? Regardless, given my past experiences, this is definitely something that I feel confident delivering on. Kind Regards, Corné
$450 USD in 7 days
0.0
0.0

Hi, Your project is an excellent match for my experience building Python trading systems, market scanners, execution engines, and quantitative trading tools. I can develop a fully modular desktop trading bot with separate Scanner, Strategy Engine, Execution Engine, Risk Manager, Alert System, and Trade Logger modules. This architecture will allow you to add new strategies, dashboards, and AI/ML capabilities in the future without modifying the core system. Key features: • Live market scanning via broker API. • ATR, RVOL, pullback, sector, and market trend filtering. • 10-minute confirmation strategy logic. • Alpaca paper/live trading integration. • Risk controls including SL, trailing stops, position sizing, and trade limits. • Real-time WhatsApp alerts. • Comprehensive trade logging for analytics and future AI training. I have hands-on experience with trading automation, broker APIs, market data processing, backtesting, and risk management. I can deliver a clean, documented, and extensible solution that meets all acceptance criteria, including paper-trading validation and full workflow testing. I look forward to discussing your strategy requirements. Best regards, Sostenes
$250 USD in 1 day
0.0
0.0

I AM READY TO START AND I READ ALL SPECS I KNOW AND I HAVE EXPERIENCE WORKING WITH IRS FORM 1023 PREPARATION FINANCIAL STATEMENTS AND NONPROFIT COMPLIANCE REPORTING STRUCTURES. I HAVE QUESTIONS AFTER READING YOUR SPECS : HERE THEY ARE : Should financial statements follow cash basis or accrual basis reporting. Should the four year projection assume conservative flat growth or include planned program expansion scenarios. Should Part IV narrative focus more on mission impact or operational structure.
$500 USD in 7 days
0.0
0.0

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