⊕ SERVICE 01
Your Annual
Returns, Done
With Precision
Your organization exists to do meaningful work. Navigating the reporting requirements that come with exempt status is a separate task — one that calls for specific experience and careful attention to detail.
⊕ WHAT YOU CAN EXPECT
A Complete Filing, Handled Thoroughly
When your annual return is prepared through Stannex, every required schedule is completed, every functional expense allocation is properly categorized, and every governance disclosure reflects your organization's actual practices.
You receive a filing that you can submit with confidence — and a clear record of exactly what was prepared, and why each item was reported the way it was.
⊕ A FAMILIAR SITUATION
Annual Filings Deserve More Than a Checkbox
It takes more time than expected
Tracking down records, interpreting which schedules apply, allocating expenses across categories — each piece takes longer without a clear process in place.
The requirements shift
Reporting obligations for exempt organizations aren't static. Keeping pace with changes to schedules, thresholds, and disclosure requirements is a task in itself.
Errors carry real consequences
Incomplete or inconsistent information returns can draw scrutiny, trigger correction requests, or affect your organization's standing with the taxing authority.
⊕ THE APPROACH
Preparation That Reflects How Your Organization Actually Operates
Stannex doesn't use a template-first process. The preparation begins with understanding your organization's specific activities, revenue sources, and governance structure — then maps those accurately to what each part of the return requires.
⊕ COVERS
Charitable Organizations
Public charities, private foundations, and organizations operating under related exemption categories.
⊕ COVERS
Social Welfare Entities
Organizations whose primary purpose is community benefit and whose annual return requirements differ from standard charitable filings.
⊕ COVERS
Foundations
Private foundations with grantmaking activities, investment income, and additional reporting requirements specific to foundation status.
⊕ COVERS
Supporting Organizations
Organizations that support other public charities and must reflect that relationship in their annual reporting accurately.
⊕ HOW IT WORKS
Working Through This Together
The process is designed to minimize demands on your team while keeping you informed at every step.
Initial Conversation
We start by learning about your organization — its structure, the year's activities, and any areas that might need particular attention in this filing.
Document Checklist
You receive a clear list of what we need and why each item matters. No guesswork about what to gather or send over.
Preparation & Review
We prepare the return and all schedules, then send you a reviewed draft with explanatory notes before anything is finalized.
Sign-off & Filing
Once you're comfortable with the prepared return, we support the final filing and remain available for any follow-up questions.
⊕ INVESTMENT
What This Service Costs
A flat fee covers the full scope of preparation for your annual information return and related filings.
NONPROFIT TAX RETURN PREPARATION
Annual Information Return
SERVICE FEE
$1,100
USD
⊕ INCLUDED IN THIS SERVICE
- ▪ Preparation of the annual information return appropriate to your organization type and size
- ▪ All required supporting schedules based on your organization's activities
- ▪ Functional expense allocation across program, management, and fundraising categories
- ▪ Governance disclosure review and preparation based on your organization's documented policies
- ▪ Review of the year's full financial activity for accurate reporting categorization
- ▪ Draft review package with explanatory notes before finalization
- ▪ Filing support and post-filing availability for any follow-up questions
⊕ METHODOLOGY
A Structured Process, Not Guesswork
Each engagement follows the same disciplined preparation sequence — the details differ, the approach stays consistent.
⊕ PHASE ONE
Financial Activity Review
The year's transactions are reviewed against source documents. Revenue, expenses, and allocations are verified before any return is drafted.
Typical timeframe: 3–5 business days after documents received
⊕ PHASE TWO
Return Drafting
The return and all applicable schedules are prepared based on the verified financial data and your organization's governance structure.
Draft delivered for your review with explanatory notes
⊕ PHASE THREE
Finalization
Any adjustments based on your review are made, the return is finalized, and filing is supported. Records are organized for your files.
Full process typically 2–4 weeks from document receipt
⊕ OUR COMMITMENT
What We Stand Behind
Review before finalization
Nothing is submitted without your explicit approval. You review the completed return, ask questions, and confirm everything before it moves forward.
Availability for questions
We're reachable throughout the process and after filing is complete. If questions come up from your side, we'll work through them together.
Complete documentation
You receive a full record of what was prepared and the supporting documentation that went into it — organized and ready for your files.
No-obligation initial consultation
Reach out before committing. We'll discuss your organization's situation and let you know clearly what the engagement would involve.
⊕ GETTING STARTED
What Happens When You Reach Out
Send us a message
Use the contact form to briefly describe your organization and what you need. We'll follow up within one business day.
We'll discuss the scope
A short call or exchange to confirm what the engagement involves, what documents you'll need to provide, and an estimated timeline.
Work begins
Once you've provided your financial records and documents, preparation begins. We keep you informed throughout and bring you in when decisions need your input.
⊕ READY WHEN YOU ARE
Have a Return Coming Up?
There's no pressure to decide anything today. Reach out, share a bit about your organization's situation, and we'll take it from there at a pace that works for you.
REACH OUT — $1,100 USD⊕ EXPLORE OTHER SERVICES
Other Ways Stannex Can Help
⊕ 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 that may generate taxable income within your exempt framework.