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You're all set.

Your intake form has been received. Check your inbox — your engagement letter will arrive shortly, pre-populated and ready for your review and signature.

What happens next

Step 1 of 4

Organization Information

Tell us about your non-profit entity.

Please enter your organization's legal name.
Please enter a valid EIN (XX-XXXXXXX).
Please select your organization type.
Please enter your street address.
Required.

Step 2 of 4

Primary Contact

Who should we send the engagement letter to?

Please enter the contact's name.
Please enter their title.

Your engagement letter will be sent here automatically.

Please enter a valid email address.

Step 3 of 4

Filing Details

Help us scope the engagement correctly.

Please select an estimated receipts range.
Please select one.

Optional — but helpful for the CPA review.

Step 4 of 4

Review & Submit

Confirm your details. Your engagement letter will be sent immediately upon submission.

Total engagement fee

$600

Organization

Primary Contact

Filing Details