Attorney-Owned Small-Business Tax & Legal Advisory
One Trusted Advisor for Both Tax and Legal Matters
Because Riverbank Tax is helmed by a tax attorney, you receive a unified service that typical EA or CPA firms can’t match:
Entity structuring with legal teeth – S-Corp elections, partnership agreements, and shareholder minutes drafted under attorney supervision.
Built-in audit protection – If the IRS or MA DOR questions your return, the same professional who prepared it can defend it through all administrative levels and Tax Court.
Strategic tax planning aligned with liability protection – Advice balances tax savings with safeguarding the corporate veil.
Full-Cycle Services for Growing Businesses
| Service | Deliverable |
|---|---|
| Annual Corporate & Partnership Returns | 1120, 1120-S, 1065, or Schedule C filed accurately and on time. |
| Quarterly Tax Projections & Estimated Payments | Attorney-reviewed cash-flow models that prevent ugly surprises. |
| Multi-State & Nexus Analysis | Determine where you truly owe, register only where required, and avoid double taxation. |
| Sales- & Payroll-Tax Compliance | MA Form ST-9 filings, payroll-tax deposits, and resolution of any EFTPS notices. |
| Shareholder & Partner Basis Tracking | Protect loss deductions and distribution rules with annual basis computations. |
| Depreciation & Cost-Segregation Guidance | Accelerate deductions for vehicles, equipment, and leasehold improvements. |
| Tax-Smart Fringe-Benefit Planning | Set up accountable plans, health-reimbursement arrangements, and retirement plans aligned with owner compensation goals. |
| R&D and Employment Credits | Eligibility analysis, study documentation, and form preparation to capture federal and state incentives. |
| Exit & Succession Planning | Structure buy-sell agreements, plan installment sales, or convert to employee ownership with minimal tax friction. |
Let’s Simplify Your Taxes & Safeguard Your Growth
Complex compliance deadlines, changing state-nexus rules, and shareholder questions shouldn’t drag you away from running your business. Partnering with Riverbank Tax means your filings, legal structure, and forward-looking plans are handled under one roof—accurately, on time, and with a sharp eye on liability protection. From the first reconciliation to the final signature, every step is managed by a seasoned tax attorney who speaks both “numbers” and “law,” keeping surprises and last-minute scrambles off your calendar.
Securely upload last year’s return or request a written proposal—whichever gets the ball rolling fastest.