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Our services
Advanced financial modeling services
Non-profit 501(c)(3) Establishment & Determination
We guide organizations through the full process of establishing a nonprofit and obtaining official IRS 501(c)(3) tax-exempt status.
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IRS 1023 and 1023-EZ Filings
We prepare and file IRS Form 1023 or 1023-EZ to help nonprofits apply for federal tax-exempt recognition accurately and efficiently.
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IRS Reinstatement of 501(c)(3) Status
We assist organizations in restoring their revoked or lapsed 501(c)(3) status and regaining federal tax-exempt recognition.
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Non-profit Organizing Documents
We prepare essential organizing documents required to legally form and operate a nonprofit organization.
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By-law Development
We develop clear, compliant bylaws that establish governance structure, leadership roles, and operational procedures.
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IRS 990, 990-EZ, and 990-N (e-Postcard)
Our financial planners work closely with you to create personalized strategies that align with your retirement goals and aspirations.
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Non-profit Financial Statements Preparation
We prepare organized financial statements that support transparency, compliance, and grant or funding requirements.
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State Tax Exemption Filing
We handle state-level tax exemption applications to ensure your organization receives all eligible tax benefits.
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Registered Agent Services
We provide registered agent services to receive legal and state correspondence on behalf of your organization.
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New Business Registration and Filings
We assist with business registrations and required filings to help new organizations start on a solid legal foundation.
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Grant Writing
We research, prepare, and write compelling grant proposals designed to increase funding opportunities.
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Grants Management and Reporting
We support ongoing grant management, compliance tracking, and reporting to help organizations steward funds responsibly.
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How We Work
How we navigate financial success
01.
Consultation and needs assessment
During this phase, our experienced team will engage with you to understand your specific needs, challenges, and financial goals.
02.
Customized proposal and planning
We believe in transparent communication and want you to be fully informed about the services you’ll receive.
02.
Implementation and execution
Whether it’s financial analysis, tax planning, or strategic consulting, our team will execute the agreed-upon plan with precision and dedication.
03.
Evaluation and ongoing support
We provide ongoing support, whether it’s fine-tuning strategies, addressing emerging financial challenges, or adapting to changes in your business environment.
Trusted reviewer
“I had the pleasure of engaging Cocotax for their Accounting & Finance Consulting services, and the experience has been nothing short of exceptional. From the initial consultation to the implementation of their strategic recommendations, the team demonstrated a level of professionalism and expertise that surpassed my expectations.”
Taylor Danilla
Client since 2016
Don’t hesitate to contact us any time you need
Whether it’s a quick inquiry or a detailed discussion, we’re here to provide the support and information you need. Your success is our priority, and we’re just a message or call away. Contact us with confidence—your queries are welcomed anytime.