{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/mlrpc-com","markdownUrl":"https://nowen.ai/agents/mlrpc-com.md","jsonUrl":"https://nowen.ai/agents/mlrpc-com.json","name":"Maxwell Locke & Ritter","nickname":"ML&R","legalName":"Maxwell Locke & Ritter LLP","website":"https://mlrpc.com","location":"Austin, Texas, United States","address":{"city":"Austin","state":"Texas","country":"United States"},"industry":"Accounting","deliveryModel":"services","marketCategories":{"primary":{"name":"Audit and Assurance Services","url":"https://nowen.ai/category/audit-and-assurance-services"},"others":[]},"status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-11-10T13:18:56.538Z","summary":"A CPA and advisory firm providing accounting, tax, assurance, and transaction advisory services to businesses, organizations, and individuals.","description":"Maxwell Locke & Ritter is a CPA and advisory firm serving growth-focused businesses, nonprofit organizations, certain government entities, and high-net-worth individuals. Its experienced professionals provide tax compliance and advisory, financial statement assurance and advisory, and transaction advisory services. The firm emphasizes knowledgeable guidance, responsive service, long-term client relationships, and a people-first culture.","mission":"To help our people and clients achieve their goals.","directory":{"industryName":"Accounting","agentCount":110,"indexable":true,"hubUrl":"https://nowen.ai/industry/accounting"},"categoryDirectory":{"name":"Audit and Assurance Services","agentCount":37,"indexable":true,"url":"https://nowen.ai/category/audit-and-assurance-services"},"aiReaderFamilies":["OpenAI","Perplexity"],"products":[{"name":"Financial Statement Assurance & Advisory","anchor":"product-financial-statement-assurance-and-advisory","type":"Service","url":"https://www.mlrpc.com/what-we-do/financial-statement-assurance-advisory/","summary":"Build stakeholder confidence in financial information with timely assurance, practical guidance, and insights into operations and internal controls.","description":"Maxwell Locke & Ritter provides independent financial statement assurance and advisory services for organizations ranging from startups and family-owned businesses to large international operations. Services include financial statement audits and reviews, examinations, agreed-upon procedures, compilations and preparations, benefit plan audits, and GAAP advisory. The team provides critical analysis of operations and internal controls, along with practical, year-round guidance. Its experienced, technology-enabled approach emphasizes efficient, responsive service, continuity, and minimal disruption to client operations.","pricing":{},"features":[{"name":"Financial statement audits and reviews","value":"Build Stakeholder Confidence","valueDescription":"Independent evaluation of financial statements helps stakeholders rely on the information they use to make important decisions."},{"name":"Experienced and consistent audit teams","value":"Maintain Team Continuity","valueDescription":"Work with knowledgeable professionals who can build on their understanding of your organization and goals across engagements."},{"name":"GAAP advisory services","value":"Navigate Accounting Matters","valueDescription":"Receive practical guidance on accounting standards and complex accounting issues throughout the year, including revenue recognition and purchase accounting."},{"name":"Operational and internal control analysis","value":"Identify Operational Insights","valueDescription":"Gain a broader view of operations and internal controls to support informed decisions and help address business challenges."},{"name":"Year-round financial guidance","value":"Access Advice Year-Round","valueDescription":"Continue working with the team between annual engagements for timely answers and practical guidance as new questions and challenges arise."},{"name":"Efficient and responsive service","value":"Reduce Engagement Disruption","valueDescription":"An efficient, technology-enabled approach and focus on deadlines help limit disruption to day-to-day operations."},{"name":"Scalable assurance for private and nonprofit organizations","value":"Match Assurance To Your Organization","valueDescription":"Receive audit support suited to the size, complexity, and operations of private companies, nonprofits, and government entities."},{"name":"Financial statement compilations and preparations","value":"Support Financial Reporting","valueDescription":"Choose compilation or preparation services to address financial statement reporting needs alongside other assurance options."},{"name":"Examinations and agreed-upon procedures","value":"Address Specific Assurance Needs","valueDescription":"Examinations and agreed-upon procedures provide additional assurance and procedures suited to an organization's specific requirements."},{"name":"Benefit plan audits","value":"Meet Benefit Plan Audit Needs","valueDescription":"Access audit services for benefit plans, including audits under ERISA Section 103(a)(3)(C)."}],"marketCategories":[{"name":"Audit and Assurance Services","url":"https://nowen.ai/category/audit-and-assurance-services"}]},{"name":"Tax Compliance & Advisory","anchor":"product-tax-compliance-and-advisory","type":"Service","url":"https://www.mlrpc.com/what-we-do/tax-compliance-advisory/","summary":"Navigate complex tax requirements, identify planning opportunities, and coordinate wealth and financial needs with experienced advisors.","description":"Maxwell Locke & Ritter provides income tax compliance, planning, and advisory services to businesses, individuals, families, estates, trusts, nonprofits, and family offices. Services include federal and state income tax compliance, accounting for income taxes and uncertain tax positions, quarterly estimated payment calculations, research and development tax credit optimization, and consulting on income tax efficiency and tax rate optimization. The team also advises on transactions, liquidity events, business exits, estate and wealth transfers, asset protection, retirement, and family office needs. Family office and financial concierge services support high-net-worth individuals with tailored planning and compliance, personal plan implementation and administration, and coordination with professional advisors. The firm's experienced advisors support multistate tax returns and keep clients informed about changing regulations and tax law.","pricing":{},"features":[{"name":"Federal and state income tax compliance","value":"Meet Federal And State Tax Requirements","valueDescription":"Get support with federal and state income tax compliance, including multistate filing needs, to address tax obligations across jurisdictions."},{"name":"Income tax planning","value":"Plan Ahead For Tax Decisions","valueDescription":"Work with experienced advisors to consider tax planning opportunities before important decisions and filing deadlines, rather than only reacting at filing time."},{"name":"Estate, wealth transfer, and asset protection planning","value":"Plan Wealth Transfers And Protect Assets","valueDescription":"Coordinate tax considerations with estate plans and wealth transfer goals, including trust creation, asset protection, succession planning, and work with attorneys and other professional advisors."},{"name":"Family office and financial concierge services","value":"Access Dedicated Family Office Support","valueDescription":"Access family office and financial concierge services through the tax advisory practice, supported by family office associates and tailored to complex tax and financial needs."},{"name":"Tax planning for high-net-worth individuals","value":"Align Tax Strategies With Personal Goals","valueDescription":"Review individual tax circumstances and consider income, estate and gift tax, charitable giving, foreign reporting, and investment-related matters in light of personal financial goals."},{"name":"Income tax efficiency and rate optimization","value":"Optimize Income Tax Outcomes","valueDescription":"Receive consulting on income tax efficiency and tax rate optimization to help evaluate available approaches for your circumstances."},{"name":"Research and development tax credit optimization","value":"Identify And Optimize Tax Credits","valueDescription":"Get guidance on identifying and claiming research and development tax credits and other incentives, including support for technology and life sciences companies."},{"name":"Transaction and exit tax planning","value":"Plan For Transactions And Exits","valueDescription":"Consider tax implications and planning opportunities for transactions, liquidity events, and business exits, including evaluating transaction structure early in the sale process."},{"name":"Multistate tax support and regulatory updates","value":"Stay Current On Tax Changes","valueDescription":"Receive communications about regulatory and tax law revisions, alongside support for multistate tax returns."},{"name":"Personal plan implementation and administration","value":"Maintain Plans As Needs Change","valueDescription":"Get support implementing and maintaining a personal plan, adjusting it when goals change, and working with attorneys and beneficiaries on plan administration."},{"name":"Tax accounting and uncertain tax positions","value":"Address Tax Accounting Requirements","valueDescription":"Get assistance with accounting for income taxes and uncertain tax positions, including tax accounting and reporting needs identified for specific industries."},{"name":"Quarterly estimated tax payment calculations","value":"Calculate Quarterly Tax Payments","valueDescription":"Receive calculations for quarterly estimated tax payments to support planning for tax obligations during the year."},{"name":"Retirement planning","value":"Coordinate Tax And Retirement Planning","valueDescription":"Consider retirement strategies alongside tax planning and broader long-term financial objectives."},{"name":"Entity classification and structuring","value":"Evaluate Entity Structures","valueDescription":"Consider entity classification and structuring as part of tax planning for businesses, investments, and industry-specific circumstances."},{"name":"Nonprofit tax reporting and advisory","value":"Meet Nonprofit Tax Reporting Needs","valueDescription":"Receive tax return filing and consulting support tailored to issues affecting tax-exempt organizations, including unrelated business taxable income and public support."},{"name":"Industry-specific tax advisory","value":"Address Industry-Specific Tax Needs","valueDescription":"Access tax guidance tailored to industry circumstances, including entertainment tax elections and amortization, real estate property transactions and like-kind exchanges, and tax considerations for technology, life sciences, and investment businesses."},{"name":"Experienced tax advisory teams and engagement continuity","value":"Work With Experienced Tax Advisors","valueDescription":"Engage with professionals who typically bring prior experience with complex tax and accounting situations, with team continuity supporting long-term client relationships."},{"name":"International tax and transfer pricing","value":"Address International Tax Needs","valueDescription":"Access international tax and transfer pricing support, including guidance on U.S. tax aspects of international operations."}]},{"name":"Transaction Advisory Services","anchor":"product-transaction-advisory-services","type":"Service","url":"https://www.mlrpc.com/what-we-do/transaction-advisory/","summary":"Gives buyers and sellers reliable financial and tax diligence, deal-specific insights, and transaction guidance to understand business value and address potential deal risks.","description":"Maxwell Locke & Ritter provides buy-side and sell-side financial due diligence and transaction advisory for SaaS, software, AI, technology services, and other recurring revenue companies. Services include quality of earnings and adjusted P&L analysis, recurring revenue and SaaS metric analysis, proof of cash, working capital and indebtedness analysis, and integrated tax diligence. The team also advises on purchase agreement language and provides tailored deliverables for acquisitions, recapitalizations, loan financing, and sell-side transactions. Engagements range from full-scope Quality of Earnings work to limited-scope analyses.","pricing":{},"features":[{"name":"Quality of earnings and adjusted P&L analysis","value":"Assess Earnings And Deal Risks","valueDescription":"Provides buyers and sellers with an analysis of historical financial performance and potential issues that may affect valuation or transaction decisions."},{"name":"Recurring revenue analysis","value":"Validate Recurring Revenue","valueDescription":"Helps clients evaluate recurring and contracted revenue using accounting and invoice data, identify discrepancies, and understand revenue relevant to valuation."},{"name":"Retention and churn analysis","value":"Evaluate Customer Retention","valueDescription":"Helps investors interpret retention trends and assess customer losses and reduced customer spending using cleaned monthly revenue data."},{"name":"Gross margin analysis","value":"Clarify Gross Margins","valueDescription":"Helps investors understand cost allocation, recurring and non-recurring profitability, and the cost of onboarding customers."},{"name":"Integrated tax diligence","value":"Assess Tax Exposure","valueDescription":"Helps buyers and sellers identify tax considerations relevant to a transaction and assess potential exposure using financial, invoice, and payroll data."},{"name":"Net working capital and indebtedness analysis","value":"Evaluate Closing Adjustments","valueDescription":"Helps transaction parties understand working capital and indebtedness calculations and evaluate how these items may affect transaction proceeds and closing adjustments."},{"name":"SaaS operating metrics analysis","value":"Evaluate SaaS Performance","valueDescription":"Gives investors additional measures of a target's operational effectiveness to inform business valuation and acquisition decisions."},{"name":"Purchase agreement consultation","value":"Address Agreement Risks","valueDescription":"Helps buyers and sellers consider purchase agreement language for financial matters and address potential sources of disagreement after a transaction."},{"name":"Accounting system data analysis","value":"Access Transaction-Level Detail","valueDescription":"Provides detailed accounting-system data for analysis while reducing information requests and supporting efficient diligence."},{"name":"Tailored transaction deliverables","value":"Tailor Deal Reporting","valueDescription":"Helps clients focus on important findings and use transaction detail in projection models through deliverables shaped to their needs."},{"name":"Sell-side transaction preparation","value":"Prepare For Buyer Diligence","valueDescription":"Helps sellers present organized, supportable financial information, respond to buyer questions, and move through diligence more efficiently."},{"name":"Buy-side and sell-side transaction coverage","value":"Support Multiple Deal Types","valueDescription":"Provides transaction advisory support to a range of client types and across several transaction structures and deal processes."},{"name":"Payment processing revenue analysis","value":"Analyze Payment Revenue","valueDescription":"Helps buyers and sellers understand payment revenue trends and evaluate how variable payment revenue may be reflected in recurring revenue and projections."},{"name":"Professional services profitability analysis","value":"Identify Services Profitability Risks","valueDescription":"Helps buyers and sellers understand project profitability and identify potential overruns, write-offs, accrued revenue issues, and collection risks before or during a transaction."},{"name":"Proof of cash analysis","value":"Verify Cash Information","valueDescription":"Offers a focused analysis of cash-related information for clients whose transaction needs do not require a full-scope Quality of Earnings engagement."},{"name":"Quality of revenue analysis","value":"Focus On Revenue Quality","valueDescription":"Lets clients select a revenue-focused analysis when a limited-scope engagement better fits their transaction needs."}]}],"audiences":[],"segments":[],"faq":[],"comparisons":[],"sources":[{"url":"https://mlrpc.com","text":"Maxwell Locke & Ritter"},{"url":"https://www.mlrpc.com/what-we-do/financial-statement-assurance-advisory/","text":"Financial Statement Assurance & Advisory"},{"url":"https://www.mlrpc.com/what-we-do/tax-compliance-advisory/","text":"Tax Compliance & Advisory"},{"url":"https://www.mlrpc.com/what-we-do/transaction-advisory/","text":"Transaction Advisory Services"}]}