Tax Consulting & Filing Support
Stakeville prepares filing-ready books and workpapers for tax season: reconciled ledgers, documented adjusting entries, state sales tax workflows, and federal plus multi-state support across all 50 states, working alongside your CPA or tax preparer.
Tax problems are almost never created in April, they're created all year by books that don't reconcile. Our approach is to make filing season boring: by the time your CPA opens the file, every balance ties out, adjusting entries are documented, and the questions have already been answered.
We support US federal and state requirements (including S-corp and C-corp workpapers) and sales tax workflows like New Jersey's ST-50, Texas franchise tax records, and California CDTFA tracking, with experience preparing 1120S returns under supervising CPAs.
What's included
Filing-ready workpapers
Reconciled trial balance, documented adjustments, and organized support your preparer can file from.
Sales tax workflows
State sales tax tracking and filing preparation, including dealer and retail workflows.
Multi-state support
Federal plus state filings, sales tax, franchise tax, and entity-level requirements across all 50 states.
Entity-specific schedules
S-corp and C-corp support: officer comp, shareholder basis, distributions, and balance sheet schedules.
CPA collaboration
We work directly with your CPA, answering their questions so you don't have to.
How it works
Year-round readiness
Monthly closes keep the file filing-ready, no year-end scramble.
Year-end package
Trial balance, adjustments, and schedules compiled and documented.
Preparer handoff
We deliver to your CPA and handle their follow-up questions directly.
“Our books were 14 months behind when we found Stakeville. Three weeks later everything reconciled and our CPA filed without a single question.”
“The monthly report is one page and I actually read it. What moved, why, and what to watch. That alone is worth the fee.”
Tax Consulting & Filing Support, frequently asked questions
Do you file tax returns?
Our core service is preparing filing-ready books and workpapers that your CPA or tax preparer files from. Return preparation is available in coordination with supervising CPAs, ask during your Books Health Check.
Can you support multi-state sales tax?
Yes, we track collected tax by state and jurisdiction and reconcile it to filings, from New Jersey's ST-50 to Texas Comptroller and California CDTFA returns.
My books are a mess and taxes are due, can you help?
Yes, this is the classic cleanup-plus-tax-support engagement. We scope the catch-up work free, prioritize what filing requires, and coordinate timing with your preparer.
Find out what your books need, free.
A 20-minute Books Health Check: we review your current setup and tell you exactly what it will take to get clean, decision-ready numbers. No pressure, no credentials requested.