⊕ ACCOUNTING SERVICES
Precise Tax Compliance
for Nonprofit
Organizations
Stannex handles the complexity of exempt organization filings, status applications, and income analysis — so your team can focus on the mission at hand.
DISCUSS YOUR NEEDS⊕ WHAT WE DELIVER
Clarity in a Complex Compliance Landscape
Nonprofit organizations operate under a distinct set of tax obligations that differ significantly from standard business filings. Annual information returns, functional expense allocations, governance disclosures — each element requires careful attention and specific expertise.
Stannex works with charitable organizations, foundations, and social welfare entities to ensure every required schedule is accurate, every disclosure is complete, and every filing is submitted with confidence.
⊕ WORKING PRINCIPLES
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Accuracy first. Every figure is reviewed against source documents before filing.
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Transparency throughout. You see exactly what was prepared and why each disclosure was made.
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Informed guidance. We explain what each requirement means in practical terms for your organization.
⊕ CAPABILITIES
What We Handle
A focused set of services addressing the specific compliance needs of exempt organizations.
Annual Return Preparation
Full preparation of information returns including all required schedules and functional expense allocations for your organization type.
Exemption Status Support
Financial documentation and narrative preparation to support applications for tax-exempt recognition, coordinated alongside legal counsel.
Income Stream Analysis
Identification and proper accounting of revenue activities that may constitute unrelated business income under your exempt framework.
Governance Disclosures
Review and preparation of governance-related disclosures required in annual filings, reflecting your organization's policies and practices accurately.
Expense Allocation
Functional allocation of expenses across program, management, and fundraising categories consistent with reporting standards.
Financial Year Review
Thorough examination of the year's financial activity to ensure all reporting categories are accurately and completely represented in filings.
⊕ THE PROCESS
How We Work Together
A straightforward process designed to minimize what you need to manage while ensuring nothing is missed.
Initial Review
We start by understanding your organization's structure, activities, and the scope of what needs to be prepared.
Document Collection
You provide your financial records and supporting documents. We'll tell you precisely what's needed and why.
Preparation & Verification
We prepare all required forms and schedules, then review everything carefully before it reaches you for sign-off.
Filing & Follow-up
Once approved, we support the filing process and remain available for any questions that come up afterward.
⊕ EXPERIENCE & FOCUS
Built on Careful, Consistent Work
12+
YEARS SERVING
NONPROFITS
200+
ORGANIZATIONS
SERVED
3
CORE SERVICE
AREAS
100%
FOCUS ON
EXEMPT ORGS
⊕ SERVICES
What We Offer
Three focused services addressing the most common and consequential tax obligations faced by exempt organizations.
⊕ SERVICE 01
Nonprofit Tax Return Preparation
Annual information returns and related filings for tax-exempt organizations, covering all required schedules and governance disclosures.
⊕ SERVICE 02
Tax-Exempt Status Application Support
Financial documentation and record preparation for exemption applications, including budget projections and financial narrative.
⊕ SERVICE 03
Unrelated Business Income Analysis
Review of revenue streams to identify and properly account for activities generating unrelated business income within your exempt framework.
⊕ NEXT STEP
Have a Filing Coming Up?
Reach out to discuss your organization's situation. We'll let you know what's involved and how we can help — without any pressure.
REACH OUT⊕ CONTACT
Get in Touch
Tell us a bit about your organization and what you're working on. We'll follow up within one business day.
⊕ COMPANY INFORMATION
- COMPANY
- Stannex
- WEBSITE
- stannex.org
- [email protected]