We serve startup and established nonprofits across California that have formed — or intend to form — as a Public Charity, California Nonprofit Public Benefit Corporation. Whether you are leading an unincorporated purpose generating no revenue yet, or well established earning up to $50,000 annually, we are here to serve you. Since we provide one-on-one document preparation services only, we conduct a thorough eligibility review with each interested applicant before welcoming them into our Incubator. We only accept clients that are prepared to make their own legal decisions. Important Note: At this time, Formation Services are limited to Public Charity Classification seeking California Nonprofit Public Benefit Corporations desiring 501(c)3 recognition via Application Form 1023-EZ. We do not help prepare documents for other entity structures, or for organizations that will be classified as private or "public" foundations.All applicants are welcome to apply and re-apply at anytime. Each Discovery Form will undergo careful review before an Eligibility Determination is made.

We are not a law firm and do not provide legal advice. We equip new nonprofit founders with attorney-approved, publicly available filing guidance and provide document preparation services under specific direction from the client.

After clients have formed their own legal decisions, we provide one-on-one filing assistance via Zoom or in-person to assist them with their filing forms typically inside 4 scheduled filing sessions. We do not pre-select forms for clients, and we do not instruct clients on how they should complete each form. We will only verify the instructions of each form to each client as they are being completed. We provide attorney approved published checklists and resources that assist founders in the selection of and completion of filing forms and only provide assistance under the direction of each client. We refer clients to licensed attorneys for matters that are outside of our professional scope, and can not accept clients who are not prepared to make their own legal determinations.

501(c)(3) tax-exempt status is determined by the IRS, and approval is never something any organization can guarantee.