Form 1023-EZ is a streamlined IRS application for certain smaller organizations seeking recognition of tax-exempt status under Section 501(c)(3). It is faster and simpler than the full Form 1023, but it is not available to every organization.
If you are considering Form 1023-EZ, you may submit basic information for a preliminary screening. The purpose of the screening is to help identify whether Form 1023-EZ may be appropriate or whether additional review may be needed.
Important: This is a preliminary intake process only. Submitting the form does not create an attorney-client relationship and does not obligate the attorney or firm to review your matter, provide legal advice, or accept representation. No attorney-client relationship is formed unless and until both you and the firm sign a written engagement agreement.
The screening is limited and based only on the information submitted. It is not a legal opinion, does not confirm eligibility for Form 1023-EZ, and does not include preparation or filing of any IRS application.
Please do not submit confidential, privileged, or time-sensitive information through the form. If additional review is appropriate, you may be contacted regarding next steps.
Use the form below to submit basic information.
The form is hosted through Microsoft Forms. Submission of the form is for preliminary intake purposes only.
Jonathan Lefkowitz is a New York attorney who advises nonprofit organizations on formation, federal tax-exempt status under Section 501(c)(3), governance, and regulatory compliance.
For additional information, see Lefkowitz Law Firm.
This page is provided for general educational purposes only and does not constitute legal advice.