Timelines/Extensions of Time

You should be able to complete your questionnaires in one day. The Corporation Questionnaire will not normally take more than about 45 minutes. (Add another half hour to read our introductory material.) The 501c3 Questionnaire will normally take two to four hours (attachments and financials will take longer, but you can do those while we are preparing your documentation.) Count on another couple of hours if your organization is a church or school.

You have two months to send us back your completed questionnaires. If you wish, you may extend this period for each questionnaire by paying $100 per month. The same applies to paying any installment payments.

If you have not completed both sets of questionnaires (Corporation and 501c3) by the end of six months (and made any payments due), we remove you from our database, and you have lost your investment.

Fees for Changes (re-entering information and reproducing documents)

Refunds

We take 2 steps for you. Step 1, we e-mail you our proprietary and personalized copyrighted Corporation Questionnaire and accompanying personalized and proprietary copyrighted documents. Step 2, we e-mail you our proprietary and personalized copyrighted 501c3 Questionnaire(s) and accompanying proprietary copyrighted documents.

When we have taken Step 1 for you, that 50% is non-refundable. When we have taken Step 2 for you, the second 50% is non-refundable. These two steps are normally taken within 24-36 hours after signup.

Please note that our refund policy is not set up for people who change their minds after they get started. "Be sure you're right, then go ahead." --Davey Crockett

Installment Payments

The second installment is to be paid within 60 days. You may extend this period by paying $100 per month.


Our liability is expressly limited to the amount you pay us.