Formation Services

Let us assist you in starting a nonprofit from beginning to end!


Do you want to start a tax-exempt nonprofit, but unsure of where to start?  Let us take the pressure and uncertainty off your shoulders while our expert team of nonprofit and financial experts set your nonprofit up correctly and securely.

We can do any or all of the steps needed to incorporate, create bylaws, and become tax-exempt.

Our nonprofit formation services include:

  • Communication with a nonprofit expert to assess your needs and create your formation plan
  • Filing to receive your Certificate of Formation (incorporation)
  • Application for your EIN to be used as your tax identification number
  • Creation of your Bylaws Create with standard language yet specific to your organization that will establish guidelines and governance procedures.
  • Guidance in creating your  3-year budget template to project revenue/expenditures
  • Completion and submission of your IRS 1023 form for tax-exemption

For pricing, view our plans or schedule a time to talk to one of our experts.