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Providing Paralegal Services
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Josh Wagner, owner |
Let's face it: The nonprofit sector is a world of its own.
It's smaller than the business world, but more complex. Certain privileges are available that are not found in the business world; at the same time, certain responsibilities are faced as well.
Our business is to provide you with a complete introduction into the nonprofit sector, including generating all the documents you require to form a nonprofit corporation and apply for tax exemption, and walking those documents through the appropriate government agencies.
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(You could try this on your own -- it's doable. At the same time you would probably have to spend months relearning English as spoken by the IRS.) |
Or you could work with us, with the assurance that we have done this hundreds and hundreds of times, and that our services are not only speedy and meticulous, but also educational to you regarding the nonprofit sector.
PlanRight is affordable and very user-friendly. Remember, we are paralegals, so our fees run about one-third of what an attorney would charge. And we will be the first to tell you if we feel that your organization would not qualify for tax-exempt status.
We've been in business since 1987. Here is what some satisfied PlanRight clients have said about our services:
| "Though we haven't met face to face yet, I appreciate your friendly attitude and your patience with one who is ignorant of this field." ...John B., Hawaii Church | "I was really impressed with your services. You are very professional and provided a lot of great information." ...Joe F., California Attorney |
| "Thank you for your services. Your professionalism and expertise were a valuable service to us." ...Kim J., County Economic Council, California | "If you ever need an excellent reference, do not hesitate to use our names."....Beverly and Paul K, California Attorney and Physician |
Please call or Email us for a brochure and a free initial consultation. (We also specialize in nonprofit tax returns.)
What are the advantages |
Are there any disadvantages,
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| 1. Your organization will be exempt from state and federal income taxes. | 1. In certain cases, there are some (not insurmountable) limitations on who may receive a salary from the corporation. |
| 2.You will become eligible to receive gifts, bequests and grants not normally available to businesses and individuals. | 2. The net profits and assets of the corporation may never be distributed to the directors or officers or any private person. |
| 3. Donations to your organization will be tax-deductible according to state and federal guidelines. | 3. Your organization may not sponsor political candidates and may attempt to influence legislation only to an insubstantial degree. |
| 4. You will qualify for certain employee benefits, such as accident and health insurance, pension and retirement plans, and so forth. | 4. There are strict limitations on the amounts of unrelated business activities in which your organization may engage. |
| 5. You will gain a clearer sense of organizational identity and purpose as well as the recognition and nominal prestige that come with corporate existence (people will take you more seriously). | 5. You will be expected to maintain accurate and complete financial records of the corporation, file yearly financial returns (like any corporation or business), and hold regular meetings of the board and document those meetings in the form of minutes. |
| 6. You may qualify for certain property tax exemptions. |
PlanRight203 Northrop Place (831) 423-2323 Josh Wagner |
| 7. You will qualify for special nonprofit bulk mailing rates. | |
| 8. You will enjoy limited personal liability should legal action be brought against your organization or if your organization falls into debt. | |
| 9. Your corporation will exist in perpetuity even if you no longer maintain your connection with it. |