Philadelphia Estate Planning, Tax, Probate Attorney Law Practice Limited to: Business, Corporation Law Tax, Probate, Estate Administration, Wills, Trusts

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Tax Exempt Organizations

Tax Exempt Organizations

Tax Exempt Organizations: Formation and Tax Exempt Status Qualifications

Our firm can effectuate the formation of tax exempt organizations under state law and can obtain qualified tax exempt status from the IRS. It also assists in the related steps to formation of the entity including things such as establishing an EIN for the organization as well as the initital registrations and set up of the organization.

The firm can also provide ongoing legal guidance as to tax, operational and governance compliance requirements. It can also prepare all required tax returns and make sure the entity stays tax and legally compliant.

The following are some of the major services provided in this area of tax law:

Formation of tax exempt organizations under state law
Submission of application to the IRS for tax exempt approval.
Legal guidance as to tax and governance compliance requirements
Drafting of initial organizational documentation including articles of organization, by-laws and initial corporate minutes.
Annual compliance matters including corporate minutes and other required legal documents as needed
Tax return preparation

Hiring Steven was quite possibly the best decision of my life! Steven took the time to hear every single one of my concerns and address them in an extremely clear, concise and thorough manner. He guided me through the notoriously complicated and stressful process of probate with the utmost of compassion and dedication. Thank you Steven!

- Andrew Gold

I highly recommend Steven J. Fromm for all your estate and tax planning needs. He has the most complete and thorough knowledge of current as well as pending federal, state, and local tax codes of any professional that I have ever been involved with. His ability to totally sort out your current financial condition and relate it to a plan to minimize your tax liability and allow you to sleep at night is without equal. He is professional, timely, creative, and an advocate for your needs, whether its personal or business. You can be assured that you will be well taken care of, with cutting edge/ sound financial and tax advice by Steven J. Fromm.

- Brad Gildin

I have always found Steve to be very responsive, accurate and creative in legal matters presented to him. He demonstrates a good business sense. We have collaborated on several highly technical issues over the years. I look forward to our continuing relationship.

- Mike Massa

Steven has been instrumental in helping my partner and I to create a secure and satisfying estate plan, which meets or exceeds all of our wishes and contains contingencies for everything from medical issues to wealth management and living wills. In this process, Steven has also become a friend. If you need Estate Planning, Tax Advice, a Will or a trust, etc., we highly recommend Steven Fromm, Esquire. He will listen and be sensitive to your unique situation.

- Patrick

Steve is an excellent attorney who has provided help for my family personally for business, tax, and other services for many years. He is extremely knowledgeable and thorough, and is extremely good at explaining legal concepts to me in clear terms understandable to a non-attorney. It is difficult to pick only three attributes above, since Steve’s work meets most if not all of the attributes above.

- Jonathan Weiss

Steve is an excellent corporate attorney who has a deep understanding of corporate law, taxes and estate planning. He’s been extremely helpful to me in keeping my many companies and business ventures organized, focused and squeaky clean. He’s very strong in estate planning and wealth preservation as well. Finally, his follow through is air tight and utterly dependable.

- Fred Marshall

Steven is a trusted adviser. We depend on him for so many things. He is patient, listens to our needs and makes excellent suggestions. He is extremely talented. We value his advice and have recommended him unhesitatingly to friends and family.

- Laura Burhans

Steve Fromm is a superb lawyer and I highly recommend him! After a terrible experience with a previous lawyer concerning an estate administration, I entered his office feeling very deflated, confused and discouraged. However, I left his office feeling enthusiastic and eager to get down to business. My situation was very unique, I needed his expertise for an array of things and Steve was able to address all of my needs. With a limited timeframe and an extreme amount of obstacles to overcome he worked meticulously, diligently and accomplished extraordinary results. His professionalism is incomparable and I am forever grateful.

- Renice Cox

Steven J. Fromm & Associates, P.C.

4.9

Peter Pappalas

15:25 13 Jun 18

Steven is fantastic and very personable. Supremely attentive to my needs, provided excellent advice and support, and demonstrated incredible knowledge of partnership agreements. In our first consultation he addressed complex issues that may arise down the road and how to keep my interests protected. I highly recommend engaging Steven Fromm as your corporate attorney.

Peter Criswell

20:46 30 May 18

Steve was so helpful! I had a complicated question about settling an estate and Steve talked me through a variety of options. He's extremely knowledgeable and was willing to spend the time needed to help me understand the various actions I could take. In addition, he was friendly and sympathetic. I highly recommend his services.

Justin Justice

16:36 19 Apr 18

THE BEST OF THE BEST!!! After doing hours of research by speaking with attorneys, checking public records, and reading legitimate client reviews, I determined that Steven J. Fromme is the best attorney of his type in the Philadelphia area and one of the finest in the country. My subsequent personal experiences with him further proved my determination. He is not only a talented, knowledgable, honest, world class expert but he sincerely cares about his clients. He is definitely not the typical money-hungry sociopath masquerading as a caring lawyer. Notice that Mr. Fromm has a RARE five-star rating on Yelp, where it is almost impossible to post fake reviews. I have done your homework for you. You cannot surpass Mr Fromm.

Top Choice Home Care

17:42 10 Jan 18

Very professional. Steve really works the best for his clients. I have referred several other businesses and they absolutely love them! I will keep referring others because my experience has been excellent. 5 stars for sure!

lindsey kirland

15:35 25 May 18

Very knowledgeable and informative. 5 stars

See All Reviews

Steven J Fromm & Associates, PC

5.0

Based on 15 Reviews

Dave S.

2016-10-21 08:53:43

I was very happy with the service provided. I federal expressed Steve the information and within two days, he reached out to me with all the expert advice...

Ty B.

2018-06-03 06:16:37

He was kind enough to quickly return my consultation request. He was very knowledgeable and informative. He gave me a key information in a brief phone...

John A.

2017-09-04 08:51:41

I have had an exceptionally positive experience working with Steve. He responded immediately to an email inquiry, and made me feel completely comfortable...

Joe D.

2018-07-10 05:07:25

I've never needed to procure the services of an attorney before and really wasn't sure what to expect. I will admit, though, I kind of did wonder if he'd be...