Create Your Opportunity Zone Fund Today

Qualified Opportunity Fund (QOF) and Qualified Opportunity Zone Business (QOZB) Entity Formation Made Easy…

Form a Qualified Opportunity Zone Fund

Opportunity Zone Tax Incentives on Capital Gains

Defer recognition of the original capital gain until 2026.

Reduce the tax liability on the original capital gain by up to 10%.

Eliminate capital gains tax on the Opportunity Zone investment.

Create Your OZ Entity Now...

Take your first step toward forming your own Opportunity Zone entity…

Click here to view our process.

Not sure where to begin? Schedule a Strategy Call.

Strategy Call

30 or 60 Minute Phone Call with an OZ Pro
Starting at...
$ 249
  • 30 or 60-minute OZ brainstorming call
  • Talk through entity structuring options
  • Determine need for legal counsel


Quick and Easy QOF / QOZB Creation
Pricing starts at...
$ 999+
  • Easy DIY Online Form
  • Turnaround Time of 2 Business Days
  • Included:
  • Articles of Organization
  • Operating Agreement
  • Additional:
  • State Filing Service
  • Registered Agent Service
  • 31-Month Business Plan Template
  • OZ Compliance Checklist
  • Additional Services Available

Done For You

Fully Customized Solution
Pricing starts at...
$ 4,999+
  • Included:
  • Articles of Organization
  • Operating Agreement
  • State Filing Service
  • Registered Agent Service
  • 31-Month Business Plan Template
  • OZ Compliance Checklist
  • Additional:
  • PPM and Pitch Deck
  • Ongoing Compliance Services
  • Fund Administration Services


For Family Offices and Self-Directed Investors
  • Establish your own Qualified Opportunity Fund
  • Qualify your real estate and business assets for OZ tax benefits
  • Technical assistance with regulatory compliance


A QOZ Strategy Solution for Community Development
  • Highlight your community's Opportunity Zone assets
  • Educational training in your community
  • Technical assistance with launching a fund and attracting investors

Add-On Services Available

State Filing

File your Articles of Organization with your state of choice.

QOZB Creation

Articles of Formation, Operating Agreement, and EIN for the fund's underlying QOZB.

Construction Contract

Agreement between developers and contractors for smooth construction.

Pro Forma

Cash flow projections and ROI for your real estate project.

Registered Agent

Designation of a registered agent to receive service process in your state of choice.

Working Capital Safe Harbor

A working capital safe harbor business plan ensures your QOZB will remain in compliance.

Pitch Deck & PPM

Take your fund to market, and soft-circle capital with marketing documentation.


Ongoing administration to help keep your fund in compliance with IRS regulations.

Client Testimonials

"The quality of the work is astronomical. It's beyond expectation. We've been extremely satisfied. We made the right decision."
John Hilgers
John Hilgers
"Ashley Tison knows everything there is to know about Qualified Opportunity Zones, Qualified Opportunity Funds; he knows it cold."
Joseph Chiavone
Joseph Chiavone
Wisenbaker Builder Services

About OZ Pros

Home of the OZ Self-Directed Super Roth IRA™.

The OZ Pros team is here to help you navigate the Opportunity Zone Fund and Business creation process.

Ashley Tison

Ashley Tison

OZ Attorney

Ashley is founder of OZ Consultants. He has extensive real estate experience, acting as general counsel to several firms and advising on document review, litigation support, business risk management, and operating contracts.

Jimmy Atkinson

Jimmy Atkinson

OZ Consultant

Jimmy is founder of and host of the the Opportunity Zones Podcast, two of the leading online resources for Opportunity Zone education for investors, developers, and tax professionals. His background is in economics and Web marketing.

Listen to OZ Pros on the Opportunity Zones Podcast

How to Form Your Own Qualified Opportunity Fund (QOF)

28 Minutes — Click the Play button below to listen

How can you form your own Opportunity Zone fund? This podcast episode offers a step-by-step how-to for forming a Qualified Opportunity Fund (QOF) and addresses some of the most important considerations when structuring your entity, and best practices for regulatory compliance.

How to Form Your Own Qualified Opportunity Zone Business (QOZB)

38 Minutes — Click the Play button below to listen

The benefits of implementing a two-tier fund structure — forming a Qualified Opportunity Zone Business (QOZB) within a Qualified Opportunity Fund (QOF). This episode offers a step-by-step guide to forming a QOZB and the biggest considerations when doing so.

Frequently Asked Questions

Any partnership or corporation can self-certify as a Qualified Opportunity Fund by filing IRS Form 8996 annually with its federal tax return. Each proposed Opportunity Fund must identify and commit their investments to specific community benefit outcomes. The key is to be able to have a robust audit trail to support the fund’s certification in the event of an IRS challenge. For this reason, it is imperative that your fund’s documentation be prepared properly at the outset.

We can deliver your organizing documents within 2 business days for a simple fund. More complex structures may take longer. Contact us for more information.

No. That said, most of the syndicated Qualified Opportunity Fund offerings are performed via SEC Regulation D, Rule 506(c), which requires that all investors be accredited. But non-accredited investors can participate in a direct placement deal by creating their own Qualified Opportunity Fund.

No, an investor can invest in a Qualified Opportunity Zone Business (QOZB) only through a Qualified Opportunity Fund (QOF) in order to qualify for associated tax incentives.

Qualified Opportunity Funds (QOFs) can invest in any Qualified Opportunity Zone Property (QOZP), including stocks, partnership interest or business property (so long as property use commences with the fund, or if the fund makes significant improvements to the qualifying property). The typical best practices structure is for the QOF to own a Qualified Opportunity Zone Business (QOZB), which owns Qualified Opportunity Zone Business Property (QOZBP). See the below answer for additional information.

No, but the best practice will be to have an underlying Qualified Opportunity Zone Business (QOZB) entity in order to take advantage of the 70% asset test at the QOZB level, as opposed to the 90% asset test at the QOF level.

File in either your home state or Delaware if you are going to be raising a significant amount of money. South Carolina is a great option as well because they do not have any annual filing fees.

Typically, the QOF should be an LLC. Most QOFs will want passthrough tax status and not be burdened with double taxation on distributions. For funds that invest in operating business (as opposed to real estate), it often times is beneficial to set up the fund’s underlying QOZB entity as a C-Corp to obtain a tax arbitrage benefit.

Absolutely not. Instead of thinking, “How long do I have to hold this?” you should be thinking, “How long can I hold this?” The IRS has basically created what we have termed the OZ Self-Directed Super Roth IRA™ with the Opportunity Zone incentive. You get to invest with tax-advantaged dollars. The appreciation on the new investment grows tax-free, and (if held for 10+years) the money comes out tax-free as well. Tax-free compounding is the eighth wonder of the world, as it is a significant wealth creation opportunity. Investors should be figuring out how they can keep their investments inside of such tax-advantaged vehicles for as long as possible.

OZ Pros help with all of your Qualified Opportunity Fund and Qualified Opportunity Zone Business needs.

Form your entity now or contact us to learn more.