Hassle-Free Family Foundation Setup with Expert Guidance

A Partner to Guide You Through Each Stage of Your Family Foundation

Setup Your Family Foundation for Success and Tax Efficiency

Establishing a Family Foundation is noble yet overwhelming with paperwork, expenses, and regulatory hurdles. Once approved, navigating through tax savings and compliance can also be complex.

Partnering with a professional who can guide you through each stage of your Family Foundation will save you time, boost success and enhance tax efficiency, freeing you to focus on what truly matters -- making a lasting impact with your Foundation.

What We Can Do For You

  • Family Foundation Setup

    We'll handle all legal requirements and government registrations to set up your Family Foundation for you and ensure it will receive the 501(c)(3) status approval in time.

  • Annual Compliance Filing

    We manage federal and state filings like tax return and annual report filings for your Foundation, ensuring compliance to maintain its tax-exempt status.

  • Expert Bookkeeping Support

    We provide expert bookkeeping services for your Foundation, ensuring precise tracking of its financial transactions to facilitate annual tax filing and ensure compliance with tax regulations.

  • Ongoing Consultation & Planning

    Through our free annual tax planning, you will receive proactive guidance at every stage of your Foundation journey, from tax-efficient donations and compliance with the 5% spend-down rule to succession planning.

  • Competitive Pricing

  • High Success Rate Federal and State Filing

    High Success Rate

  • Hassle-free Family Foundation Setup

    Time Saving

  • Ongoing Consultation

    Ongoing Advising

Why Us

  • Family Foundation Setup Expertise

    With extensive experience, we excel in establishing Family Foundations and navigating state-specific requirements. Our 100% success rate speaks to our proficiency.

  • Expert Tax Strategy Consulting

    With 30 years of tax expertise, we stay on top of evolving tax laws, offering strategic consultations to optimize your Family Foundation for maximum tax benefits.

  • Personalized Solutions at Affordable Rates

    Understanding and caring about the unique needs of each client is the cornerstone of our customer service, and at a price you can definitely afford!

  • Nationwide Knowledge in Family Foundation

    We have a broad experience that spans across the country in Family Foundation setup. Regardless of your state, we have a solution for you.

How it Works

  • Register to Obtain the Tax-Exempt Status

    The forms for registration are countless and complex. We will prepare and file your paperwork in a fully compliant way to ensure your Family Foundation will be approved.

  • Adhere to the Timeline & Donation Guidelines

    Follow our timeline and guidance for initial donations to your Foundation to maximize prompt tax savings for the year.

  • File Annual Documents Compliantly

    Leverage our professional assistance in compliant documents filing each year to minimize audit exposure for self-dealing and ensure ongoing Foundation compliance.

  • Run Your Foundation Tax-Efficiently

    Benefit from our expert consultation on tax-efficient donations, managing donations to and from your Foundation, and succession planning strategies.

Schedule a free consultation now

Top 5 Essentials For Family Foundations

This recorded video from one of our webinars outlines the key essentials for creating a Family Foundation, along with frequently asked questions (FAQs).

  • What is a Family Foundation?

  • Why establish a Family Foundation?

  • What to donate for optimal tax savings

  • FAQ

  • How to set up a Family Foundation

What Our Clients Say

  • “We highly recommend Zhou Agency’s excellent Family Foundation services. They are professional, experienced, and patient in guiding us through the entire process from setup, documentation to ongoing management of our Family Foundation. Moreover, what sets them apart is their commitment to helping clients understand the purpose of a family foundation and how it contributes to society, beyond financial strategy. That makes our work even more meaningful and valuable.”

    The Inspiral Foundation

  • “Zhou Agency has been a tremendous help in setting up our Family Foundation and managing its tax return. Their expertise and meticulous attention to detail have been instrumental in the success of the setup. Their proactive approach in identifying tax-saving opportunities has saved our Foundation both time and resources. My only regret is that I wish I had started the connection with Zhou Agency earlier. My heartfelt thank you to Justine, Frank, Anne, and everyone from Zhou Agency!”

    The Zhou Xue Foundation

  • “After my initial contact with Zhou Agency team, I swiftly decided to hire them to set up my Family Foundation, and I couldn’t be happier with my choice. Their professionalism and expertise are unparalleled, and their service surpassed my expectations. I wholeheartedly recommend them to anyone seeking reliable assistance in establishing Family Foundation.”

    The Z-Bell Foundation

Schedule Your Free Initial Consultation

Embark on a hassle-free Family Foundation journey with tax efficiency and lasting impact. Fill out the form to request a free consultation with our expert!