HELP clients set up charitable entities while WE HANDLE compliance

Add charitable expertise to your services, or follow our guidance to build your own entity without extra workload.

95% IRS Approval Rate

60-Day Average Processing

100+ Foundations Launched

Why Most 501(c)(3) Applications Fail

(And How to Avoid the Costly Mistakes)

Complex Forms

IRS 1023 applications average 80+ pages with technical jargon

Missing Documents

One overlooked schedule can delay your approval by 6-9 months

Compliance Traps

Self-dealing rules and payout requirements trip up even experienced founders

Hidden Costs

DIY mistakes cost $5,000-$15,000 to fix after rejection

No Clear Timeline

You're left guessing when (or if) your approval will come

The Tax Exempt Hero Difference

We combine the affordability of online formation services with the personalized guidance of premium foundation management so you get expert preparation, proactive compliance support, and transparent pricing from day one.

Two Ways We Help You Build &

Maintain Your Charitable Legacy

501(c)(3) Formation

Get IRS-approved the right way, the first time.

Expert document preparation with zero legal jargon
Name availability check and EIN filing
Articles of Incorporation and conflict-free bylaws
Complete IRS Form 1023 or 1023-EZ preparation
Guided intake with checklists and status updates
Named specialist assigned to your case
Administrative accuracy guarantee

Learn More About Formation

Concierge Administration

Stay compliant without the headache.

Foundation setup with IRS approval
Grant lifecycle management and due diligence
5% payout tracking and compliance alerts
Board meeting prep, minutes, and packets
990-PF coordination with partner CPA
Investment policy and expenditure responsibility guidance

Learn More About Concierge

Trusted by Founders, Advisors, &

Community Leaders Across Atlanta

Nonprofit Founders

First-time founders who want to start a 501(c)(3) without costly mistakes or endless delays. Perfect for community leaders, church groups, scholarship programs, and social impact organizations.

High-Net-Worth Families

Families establishing private foundations to create multi-generational giving strategies and lasting community impact with professional compliance support.

Professional Advisors

CPAs, enrolled agents, estate attorneys, financial advisors, and wealth managers who need a reliable administrative partner for their clients' charitable planning.

View Advisor Resources

From Application to Approval in Four Simple Steps

Discovery
Book a 20-minute fit call. We'll assess your needs, explain timelines, and recommend the right service tier.

Guided Intake
Complete our simple questionnaire and checklist. We handle the complex forms you provide the vision.

Expert Preparation
Your named specialist prepares all documents, policies, and IRS submissions with built-in compliance safeguards.

Stay Compliant
Receive your IRS determination letter and optional ongoing support to maintain compliance year after year.

Trusted by Atlanta's Most Impactful Changemakers

“Tax Exempt Hero turned a confusing process into a clear roadmap. We got our 501(c)(3) approval in 45 days faster than we ever imagined.”

Jamal T., Founder,

Youth STEM Academy

“As a CPA, I needed a partner who could handle the compliance details for my high-net-worth clients. Tax Exempt Hero delivers every time.”

Dr. Keisha R., EA,

Atlanta Tax Partners

“The Foundation Concierge service gave us peace of mind. We focus on grantmaking they handle everything else.”

Marcus and Tanya L.,

Private Foundation Clients

Ready to Start Your 501(c)(3) or

Private Foundation the Right Way?

Not Sure Where to Start?

Take our 2-minute Foundation Fit Scorecard and get a personalized roadmap for your charitable goals.

Talk to a Specialist

Book a 20-minute discovery call and get your questions answered.

Our Guarantee

Administrative Accuracy Guarantee: If an IRS issue is caused by our preparation, we fix our work at no extra service fee.

What We Do

We provide administrative preparation and educational support. We do not provide legal or tax advice. 990-PF tax return preparation is coordinated through our partner CPA network.