Build the organization behind the mission.
Starting a nonprofit involves more than filing paperwork. Southeast Tax Services helps establish the organizational, governance, compliance, and tax-exemption foundation your nonprofit needs to operate properly and prepare for future growth.
+ applicable government filing fees
Build the foundation.
Designed for organizations that need to establish a nonprofit corporation at the state level but are not yet ready to pursue federal 501(c)(3) tax-exempt recognition.
- Nonprofit formation consultation
- Nonprofit name availability review
- Articles of Incorporation preparation
- State nonprofit corporation filing
- EIN application
- Basic board and officer structure guidance
- Initial organizational resolutions
- Basic nonprofit bylaws
- Registered agent setup assistance
- Digital formation document package
- Initial nonprofit compliance checklist
+ applicable government filing fees
Form it. Structure it. Pursue tax-exempt status.
Designed for qualifying nonprofit organizations seeking federal 501(c)(3) tax-exempt recognition using IRS Form 1023-EZ.
- Everything in Nonprofit Formation
- IRS Form 1023-EZ eligibility review
- Customized nonprofit bylaws
- Conflict-of-interest policy
- Initial board meeting documentation
- Board consent and resolutions package
- Director and officer records
- Digital Nonprofit Governance & Records Kit
- Form 1023-EZ preparation
- Federal tax-exemption application preparation
- Organizational purpose review
- Governing-document review
- IRS submission assistance
- Initial nonprofit compliance calendar
- Tax-exempt compliance starter guide
- Post-filing consultation
Form 1023-EZ eligibility must be confirmed before an organization can use this package.
Premium Nonprofit Corporate Records Binder available as a $250 add-on.
Start my 501(c)(3)+ applicable government filing fees
Complete nonprofit formation, governance & tax-exemption preparation.
Designed for organizations requiring the full IRS Form 1023 application and a more comprehensive nonprofit formation, governance, compliance, and tax-exemption preparation process.
Governance
- Everything in Nonprofit Formation
- Customized nonprofit bylaws
- Conflict-of-interest policy
- Initial board meeting documentation
- Board consent and resolutions package
- Director and officer records
- Full nonprofit governance document package
Federal tax-exemption preparation
- Full IRS Form 1023 preparation
- Detailed organizational activities review
- Program and activity narrative preparation assistance
- Organizational and exempt-purpose review
- Financial information and application preparation
- Revenue and expense projection preparation assistance
- Public charity classification review
- Compensation and related-party disclosure review
- Standard applicable Form 1023 schedules
- Supporting-document package
- Governing-document compliance review
- IRS submission package preparation
- Post-filing consultation
Compliance & funding readiness
- Digital Nonprofit Governance & Records Kit
- Premium Physical Nonprofit Corporate Records Binder
- Initial compliance calendar
- 12-month nonprofit compliance roadmap
- State tax-exemption filing assistance when applicable
- Charitable solicitation registration assessment when applicable
- Initial grant-readiness assessment
- Mission and organizational-purpose positioning review
- Basic organizational capability profile
- Federal funding and SAM.gov readiness guidance when applicable
Grant readiness does not include grant research, grant writing, grant applications, or government contract applications. Those are separate services.
Organizations requiring extensive additional schedules, specialized structuring, complex governance, or other nonstandard application work may require a customized engagement beginning at $2,750.
Choose your starting point.
State-level nonprofit establishment.
Formation, governance, and streamlined federal tax-exemption application preparation for eligible organizations.
Formation, comprehensive governance, full Form 1023, compliance foundation, and initial funding readiness.
Your governance record, professionally organized.
The Premium Nonprofit Corporate Records Binder is a governance deliverable, not office supplies. Each binder is professionally branded and customized for your organization, giving your board, auditors, funders and the IRS a single organized home for the documents that prove your nonprofit is properly constituted and properly run.
Included with 501(c)(3) Complete. Available as a $250 add-on with 501(c)(3) EZ. Not offered with Nonprofit Formation.
Formation Documents
Governance
Board of Directors & Officers
Organizational Resolutions & Meeting Records
IRS Tax-Exemption Documents
State Compliance
Financial & Recordkeeping
Annual Compliance
Funding Readiness where applicable
Sections as applicable.
Build beyond formation.
Need more than formation? Add the professional infrastructure your nonprofit needs as it grows.
Premium Nonprofit Corporate Records Binder
$250 — available for eligible packages
Professional business address
Available Add-On
Professional email setup
Available Add-On
Domain setup
Available Add-On
Nonprofit website or landing page
Custom Quote
Grant readiness
Custom Quote
Grant research & application services
Separate Engagement
Registered agent service
Available Add-On
Government fees
State filing fees, IRS user fees, and other applicable government charges are separate from Southeast Tax Services professional service fees and are billed at cost or paid directly to the applicable government agency.
Not legal services
Southeast Tax Services, LLC provides nonprofit formation, tax, compliance support, and tax-exemption application preparation services. We are not a law firm and do not provide legal advice. Federal tax-exempt status is determined solely by the Internal Revenue Service and approval is not guaranteed. Matters requiring legal opinions, specialized governance advice, or complex legal structuring should be reviewed by a licensed attorney.