Connect With Us

Have something specific in mind? Tell us about it.

Start With a Strategy Call

Best for: Founders and families ready to discuss their specific situation

Schedule a 20-minute call with a nonprofit formation specialist or foundation administrator. We'll assess your needs, answer questions, and recommend the right service tier.

Take the Foundation Readiness Assessment

Best for: People exploring their options and not ready to talk yet

Take our 2-minute assessment and receive a personalized report on whether a 501(c)(3), private foundation, or donor-advised fund best fits your charitable goals.

Explore Partnership Opportunities

Best for: CPAs, attorneys, financial advisors, and wealth managers

Download our partner kit or schedule a collaboration call to explore how Tax Exempt Hero can support your clients' charitable planning needs.

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.