You will get 501(c)(3) Nonprofit Registration & IRS Compliance – Full A–Z Services
Top Rated
Project details
Project Summary:
You get a plain-English, end-to-end 501(c)(3) setup handled by an IRS PTIN-certified specialist with 20+ years of nonprofit formation and compliance. I don’t just file forms—I build a donor/grant-ready foundation: Articles, Bylaws, EIN, Form 1023/1023-EZ, first 990/941, board policies, and a clean compliance binder. I’m a former nonprofit CEO, so your narratives, governance, and workflows are shaped by real-world operations—not guesswork. Optional: set up your 501(c)(3) to be recognized as an International NGO for global activities. Mission-driven: 100% of my net profits fund outreach (food, wellness, scholarships, relief) via Avion Healthcare in the Philippines, U.S., and Africa. Clear steps, accurate filings, fast turnaround, and a 120-minute onboarding so you launch confident and compliant.
You get a plain-English, end-to-end 501(c)(3) setup handled by an IRS PTIN-certified specialist with 20+ years of nonprofit formation and compliance. I don’t just file forms—I build a donor/grant-ready foundation: Articles, Bylaws, EIN, Form 1023/1023-EZ, first 990/941, board policies, and a clean compliance binder. I’m a former nonprofit CEO, so your narratives, governance, and workflows are shaped by real-world operations—not guesswork. Optional: set up your 501(c)(3) to be recognized as an International NGO for global activities. Mission-driven: 100% of my net profits fund outreach (food, wellness, scholarships, relief) via Avion Healthcare in the Philippines, U.S., and Africa. Clear steps, accurate filings, fast turnaround, and a 120-minute onboarding so you launch confident and compliant.
What's included $600
These options are included with the project scope.
$600
- Delivery Time 14 days
- Number of Revisions Unlimited
Optional add-ons
You can add these on the next page.
Fast 7 Days Delivery
+$100Frequently asked questions
11 reviews
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SM
Suleiman M.
Jul 7, 2026
Nonprofit Accountant Needed — Federal + California Filings (990-EZ + State Compliance)
SP
Sienna Helena P.
Jun 15, 2026
Research Study - Daily Entries about Upwork (1x day/7 days)
James was absolutely a delight to work with! He is communicative and thorough. He cares about doing good work for his clients. I would gladly work with him again.
YG
Yeison G.
May 22, 2026
30 minute consultation
Easy to work with and quick to respond. I hired him to help with my business structuring.
SP
Sienna Helena P.
Mar 9, 2026
Research Interview About Online Work
James was great to work with! He's knowledgeable and communicative. I highly recommend him to others.
RM
Rishi M.
Mar 1, 2026
US LLC Reinstatement & Ongoing Compliance Filing Expert Needed
I had an outstanding experience working with James. He is hands down one of the best professionals available for any US tax filing and accounting needs.
James went above and beyond what was required — extremely thorough, detail-oriented, and proactive throughout the entire process. He explained complex tax matters clearly, ensured everything was filed accurately and on time, and made the entire experience smooth and stress-free.
Communication was excellent, deadlines were met (often ahead of schedule), and he demonstrated a very high level of expertise in US tax compliance and accounting.
If you are looking for someone reliable, knowledgeable, and truly committed to delivering quality work, I highly recommend James without hesitation. I will absolutely work with him again.
James went above and beyond what was required — extremely thorough, detail-oriented, and proactive throughout the entire process. He explained complex tax matters clearly, ensured everything was filed accurately and on time, and made the entire experience smooth and stress-free.
Communication was excellent, deadlines were met (often ahead of schedule), and he demonstrated a very high level of expertise in US tax compliance and accounting.
If you are looking for someone reliable, knowledgeable, and truly committed to delivering quality work, I highly recommend James without hesitation. I will absolutely work with him again.
About James
U.S. Tax Strategist | Nonprofits, Foreign Founders & Cross-Border
100%
Job Success
Silang, Philippines - 12:03 am local time
501(c)(3) Nonprofit, For-Profit LLC, S-Corp, Revocable/Irrevocable Trust & Cross-Border Foreign-owned member LLC
Form 5472
Form 1120-Pro Forma
(20+ Years Experience)
I provide turnkey, A-to-Z guidance for founders, families, and organizations that need more than basic form filing. My work focuses on building compliant structures that actually work together long-term. Founder Logistics & U.S. Administrative Support
Many international founders require ongoing logistical support after forming a U.S. entity. In addition to formation and compliance consulting, I can assist with coordination of:
• U.S. business address and mail handling
• digital mail scanning and compliance notifications
• IRS and state correspondence monitoring
• registered agent coordination
• international document forwarding
• U.S. courier and document logistics
• coordination with CPAs, attorneys, and banking institutions
My services are often bundled alongside entity formation and cross-border compliance consulting.
I’m James Rose, an IRS PTIN-certified tax preparer and strategist with over 20 years of experience helping U.S. and international clients design, form, file, and reorganize for-profits, nonprofits, trusts, and multi-entity structures. This includes forward-looking tax planning, compliance, and required federal and state filings.
I’m semi-retired from traditional practice, which means my focus is not volume or speed, but thoughtful structure, clarity, and long-term sustainability for each client.
As part of my strategic approach, I also prioritize direct conversation, by video or call, so you know exactly who you’re working with and how I approach your project.
Why Work With Me
• I prepare a clear executive summary in advance outlining your specific structure
• 20+ years of hands-on experience, not a side service
• U.S. and foreign founder structures (for-profit, nonprofit, trust)
• Plain-English explanations of the what-if's, when’s, and how’s
• Strategy driven work, not assembly-line filings
What I Deliver (ALL Filing Fee's Included In My Quotes)
• Entity formation and restructuring (LLCs, C-Corps, S-Corps, 501 nonprofits)
• Revocable and irrevocable trusts, including IP and family structures
• Articles, bylaws, resolutions, minutes, and governance documents
• EIN's, IRS and state filings, and ongoing compliance
• IRS Forms 1040 / 1120 / 1065 / 1023 / 1023-EZ / 990 / 941, etc. and required tax returns
• Strategic consultations focused on compliance and forward looking strategic planning
Your End Result
Clients receive startegic & well-structured entities positioned for approval, sustainability, and long-term success, not just this year, but moving forward.
I’m happy to answer questions and help you determine the right structure for your goals in an Upwork chat, audio, or video call.
Steps for completing your project
After purchasing the project, send requirements so James can start the project.
Delivery time starts when James receives requirements from you.
James works on your project following the steps below.
Revisions may occur after the delivery date.
Kickoff & Eligibility Check
Confirm mission, programs, and 1023 vs 1023-EZ qualification; outline timeline.
Name & Compliance Plan
Run name availability; map state + IRS requirements and filing order.