Non Profit Advisor Group, Inc.

What Non Profit Advisor Group, Inc. does

Non Profit Advisor Group, Inc. is a privately held professional services firm founded in 2004 and headquartered in Las Vegas, Nevada, specializing in nonprofit formation and IRS tax-exempt status acquisition. The firm prepares and files IRS Forms 1023 and 1023EZ on behalf of organizations seeking 501(c)(3) recognition, and bundles the filing with state-level nonprofit incorporation, tax identification number acquisition, bylaws preparation, and ongoing IRS representation. Its service catalog is organized around two core packages — a Streamline Service for qualifying organizations with gross receipts under $50,000 and assets under $250,000, and a Signature Package for complex organizations such as churches, schools, and hospitals that require the long-form application. The underlying delivery model is consultative rather than software-based: a small executive team comprising a Founder/President, an IRS Enrolled Agent with exempt-organization expertise (and National Tax Practice Institute Fellow designation), and a CPA delivers services through direct phone consultation, online questionnaires, quarterly workshops, and an in-person two-day Las Vegas workshop. Pricing is structured around IRS application fees ($275 for Streamline, $600 for Signature) that are remitted directly to the U.S. Treasury, with the firm's own service fees not publicly disclosed; the firm offers a 100% money-back guarantee on achieving tax-exempt status.

The firm's go-to-market is sales-led and community-led, relying on a high-touch phone channel (877-654-9688, no automated systems), a network of attorney and CPA referrals that the company states generate roughly half of its business, and educational content distributed across three web domains (starta501c3.org, nonprofitadvisor.org, i1023.org). Customer segments span individual nonprofit founders, professional services firms referring clients on their behalf, religious organizations, educational institutions, and existing nonprofits requiring reinstatement after tax-exempt revocation. The company extends engagement beyond the initial filing through the Non Profit Advisor Academy (an online education platform with 40+ hours of video content), Form 990 annual filing services, charitable solicitation registration across 42 states, and penalty abatement work. The firm holds a Better Business Bureau A+ rating maintained continuously since 2012, has no disclosed external funding, and operates as a bootstrapped, family-controlled professional practice rather than a venture-backed technology platform.

Name

Non Profit Advisor Group, Inc.

Legal name

Non Profit Advisor Group, Inc.

Website

https://nonprofitadvisor.org

Company type

Private

Founded year

2004

Operating status

Operating

Short description

Non Profit Advisor Group is a Las Vegas-based professional services firm that prepares and files IRS 501(c)(3) tax-exempt applications, nonprofit incorporation documents, and ongoing compliance work for individual founders, attorney/CPA-referred clients, churches, schools, and revoked-status nonprofits across the United States.

Ownership category

akta.pro rank

Product category

Nonprofit Tax-Exempt Consulting Services

NAICS

Offices of Certified Public Accountants (541211), Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

Keywords

• Nonprofit formation services
• 501(c)(3) tax-exempt status
• IRS application filing
• Nonprofit consulting
• Tax-exempt compliance

Headquarters

HQ city

Las Vegas

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Streamline Service: Expedited 501(c)(3) application filing service for qualifying organizations with modest financial projections (gross receipts under $50,000, assets under $250,000). Includes nonprofit corporation formation, tax ID, IRS application preparation and submission, and ongoing support. Target approval timeline is 30 days or less.
2. Signature Package Service: Comprehensive service for complex organizations not qualifying for Streamline process. Includes nonprofit corporation, tax identification number, bylaws, long-form IRS application (Form 1023), custom program descriptions, financial projections, IRS inquiry responses, and third-party IRS representation.
3. IRS Representation Services: Ongoing representation before the IRS for existing nonprofit clients. Includes responding to IRS inquiries, penalty abatement, and reinstatement of revoked organizations.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels6 records

Core offering

Non Profit Advisor Group provides professional consulting services for forming nonprofit corporations and obtaining IRS 501(c)(3) tax-exempt status. The firm delivers two core service packages — Streamline (Form 1023EZ filings for qualifying small organizations, targeting 30-day approval) and Signature (comprehensive Form 1023 long-form applications for complex organizations) — supported by IRS representation, Form 990 tax reporting, charitable solicitation registration, and penalty abatement/reinstatement services.

Product overview

Non Profit Advisor Group, Inc. operates as a single-service platform focused on nonprofit formation and IRS tax-exempt status acquisition. The core offerings consist of two main application packages: Streamline Service (for qualifying organizations using Form 1023EZ for expedited 30-day approval) and Signature Service (for complex organizations requiring the full Form 1023). Supporting add-on modules include nonprofit incorporation services, bylaws preparation, charitable solicitation registration, Form 990 tax reporting, quarterly educational workshops through the Non Profit Advisor Academy, and penalty abatement/reinstatement services for revoked organizations. The company does not offer a modular software platform but rather consultative services with guaranteed IRS approval.

Differentiator

Problem solved

Functional benefit

Brands

• Non Profit Advisor Academy: Online membership platform providing over 40 hours of video instruction and how-to guides for nonprofit management.
• Streamline Service
• Signature Service

Products and services

• Streamline Service Rapid 501(c)(3) tax-exempt application service for qualifying organizations with gross receipts under $50,000 and assets under $250,000. Includes nonprofit corporation formation, tax ID acquisition, IRS Form 1023EZ preparation and submission, and ongoing support. IRS approval target is 30 days or less.
• Signature Package Service Comprehensive service for complex organizations not qualifying for Streamline, including churches, schools, hospitals, and organizations with assets over $250,000. Includes nonprofit corporation formation, tax ID, bylaws, long-form IRS Form 1023 application, custom program descriptions, financial projections, IRS inquiry responses, and third-party IRS representation.
• IRS Representation Services Ongoing representation before the IRS for existing nonprofit clients, including responding to IRS inquiries, penalty abatement, and reinstatement of revoked organizations.
• Form 990 Tax Reporting Annual tax return preparation and filing service for nonprofits, including Forms 990-N, 990-EZ, 990, and 990-PF for private foundations.
• Charitable Solicitation Registration Registration service for fundraising activities across the 42 states that require some form of charitable solicitation registration.
• Non Profit Advisor Academy Online membership platform providing more than 40 hours of video instruction and how-to guides for running a successful nonprofit, available 24/7 to clients as a continuing education benefit.
• Penalty Abatement and Reinstatement Services IRS representation service for organizations whose tax-exempt status has been revoked, including preparation of delinquent returns, penalty abatement, and reinstatement of 501(c)(3) status.

Named customers14 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Emerging players

• Instrumentl: Grant discovery and management platform for nonprofits. Adjacent in serving nonprofit founders post-formation, helping them identify and apply for funding — complementary rather than direct competition but serves the same end customer.
• Tax990: Cloud-based Form 990 preparation and e-filing software for tax-exempt organizations. Comparable on the ongoing compliance side of Non Profit Advisor Group's offering (annual 990 reporting) rather than initial 501(c)(3) filing.

Direct peers

• Foundation Group: Specializes in nonprofit and 501(c)(3) formation, IRS application filing, and ongoing compliance. Direct competitor in the same niche of guided, expert-led nonprofit formation with similar target customers.
• Harbor Compliance: Provides nonprofit formation, 501(c)(3) application filing, and ongoing compliance services (990 reporting, charitable registration, reinstatement). Closely comparable in product scope, customer base, and recurring compliance model, though typically serving larger organizations than Non Profit Advisor Group.
• Swyft Filings: Online incorporation and nonprofit formation service that helps founders file 501(c)(3) applications at lower price points. Same target customer and use case but competes as a low-cost self-serve alternative.
• Bizee (formerly Incfile): Online business and nonprofit formation service that files incorporation documents and supports 501(c)(3) applications. Targets the same small-budget founder segment but competes primarily on price and self-service rather than licensed expert representation.
• Northwest Registered Agent: Registered agent and business formation provider offering nonprofit incorporation and 501(c)(3) filing services. Comparable on the formation product but positions around registered-agent and compliance breadth rather than specialist tax representation.

Others

• Candid (Foundation Directory): Nonprofit research and data provider, including the Foundation Directory, serving grantmakers and grantseekers. Adjacent to Non Profit Advisor Group's customer base (nonprofit founders and managers) and ecosystem participants in nonprofit formation and sustainability.

Broad incumbents

• H&R Block: National tax preparation chain whose Exempt Organizations practice serves small nonprofits with Form 990 preparation. Overlaps on the recurring tax compliance side of the firm's product suite, though not on initial formation.
• LegalZoom: Mass-market online legal services platform offering nonprofit incorporation and tax-exempt status filing as part of a broader business-formation portfolio. Competes on price and convenience in the same end-customer use case but does not specialize in nonprofit tax law.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/in/triciadelguercio

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Non Profit Advisor Group, Inc.