Nonprofit Formation & Compliance Filing
Professional guidance and filing support to establish your organization correctly from the start
Ready to Get Started?!
Let Your Vision Come to Life!
You’ve imagined your nonprofit or social enterprise — now let’s make it official. We guide you through the formation and IRS compliance process step by step, so your mission can start impacting your community.
We guide you through the nonprofit formation and IRS compliance process with clarity, structure, and confidence, no guesswork required.
Who This Is For
This service is designed for founders who are ready to formally establish their nonprofit or social enterprise and want the process handled correctly, efficiently, and in compliance with IRS requirements.
Whether you are forming:
A 501(c)(3) charitable nonprofit, or
A 501(c)(6) membership or trade association
We provide guided support through entity formation and federal tax-exempt filing.
What This Service Includes (Phase 1)
Entity Formation & IRS Compliance Filing
You will receive structured guidance and support to complete:
Formation of the nonprofit corporate entity
Review of organization name and domain availability
State incorporation filing
Employer Identification Number (EIN)
Drafting of IRS-compliant governing bylaws
Preparation and submission of the appropriate IRS tax-exempt application
Follow-up support if the IRS requests clarification or additional information
This service is delivered through a collaborative process. Your participation and timely submission of requested information are essential to keeping the process on track.
Filing Options & Pricing
Standard Filing
Designed for 501(c)(3) applications that meet the IRS qualification of less than $50K projected revenue and eligible to use the short-form process
Total Investment: $1,627.50
Comprehensive Filing
All 501(c)(6) filings and 501(c)(3) with above a $50K projected revenue must use the long form which requires an expanded narrative development covering programs, leadership, and finances.
Total Investment: $2,452.50
All prices include all required state and IRS filing fees.
A 50% deposit is required to initiate services.
Remaining balance is due prior to IRS application submission
Phase 1 focuses exclusively on entity formation and IRS compliance filing. Additional organizational development services may be discussed after formation is complete and are not part of this engagement unless separately agreed upon.
What Happens next?
After reviewing the service scope and investment, here’s what to expect next. We’ve structured the process to make it straightforward and stress-free, so you’ll know exactly what steps will happen after your payment is submitted.
What Happens After Payment
Once payment is submitted three easy steps
Your services are officially initiated, and we begin guiding you through the filing process.
Step 1 - Sign and submit the service agreement you will receive outlining the scope and terms.
Step 2 - Complete the NPO Intake Questionnaire. (You are not expected to have all the answers. Any unclear areas we will guide the process tailoring it to your organization.)
Step 3 - Schedule a meeting for final details as we begin the formation and filing process
FAQ's
What information do I need to provide to get started?
Don’t worry if you don’t have every detail yet — we’ll guide you through it. To help your filing move quickly, it’s useful to gather in advance:
Names, addresses, and contact information for at least 3 initial board members
Designation of President, Secretary, and Treasurer
A business address for the organization
Phone number and email to be listed publicly
Do I need a finalized mission statement?
No! You don’t need a perfect mission statement to start. It helps if you can clearly describe the program you plan to execute, but we’ll help you draft compliant purpose statements based on your program plans.
What do I need if I’m filing as a 501(c)(6)?
Most 501c6 organizations are a membership association, therefore it helps to have a general idea of your membership structure:
Who is eligible to join?
How membership will be organized or tiers (if any)
We’ll use this information to create compliant bylaws and purpose statements tailored to your structure.
What if I’m unsure about some details?
That’s completely normal! Part of our role is to guide you through the process. Any gaps in your information become discussion points during onboarding, and we’ll draft everything based on what you provide.
Do I need to have everything finalized before payment?
No. Payment initiates the process, and then you’ll receive an onboarding intake questionnaire form where you provide the details you do have. The rest can be clarified during the process.