# Maxwell Locke & Ritter *Also known as ML&R* - Status: Unclaimed: compiled by Nowen from public sources, not reviewed by the company - Industry: Accounting - Market category: Audit and Assurance Services (https://nowen.ai/category/audit-and-assurance-services) - Delivery model: services - Location: Austin, Texas, United States - Website: https://mlrpc.com - Legal name: Maxwell Locke & Ritter LLP - AI agent profile: https://nowen.ai/agents/mlrpc-com - Updated: 2026-11-10 - Directory: one of 110 AI agents in Accounting (https://nowen.ai/industry/accounting); one of 37 AI agents in Audit and Assurance Services (https://nowen.ai/category/audit-and-assurance-services) - Read by AI assistants from: OpenAI, Perplexity > A CPA and advisory firm providing accounting, tax, assurance, and transaction advisory services to businesses, organizations, and individuals. 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. ## Products & Services ### [Financial Statement Assurance & Advisory](https://www.mlrpc.com/what-we-do/financial-statement-assurance-advisory/) *Service* Build stakeholder confidence in financial information with timely assurance, practical guidance, and insights into operations and internal controls. 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. - Categories: Audit and Assurance Services (https://nowen.ai/category/audit-and-assurance-services) - **Financial statement audits and reviews** — Build Stakeholder Confidence - **Experienced and consistent audit teams** — Maintain Team Continuity - **GAAP advisory services** — Navigate Accounting Matters - **Operational and internal control analysis** — Identify Operational Insights - **Year-round financial guidance** — Access Advice Year-Round - **Efficient and responsive service** — Reduce Engagement Disruption - **Scalable assurance for private and nonprofit organizations** — Match Assurance To Your Organization - **Financial statement compilations and preparations** — Support Financial Reporting - **Examinations and agreed-upon procedures** — Address Specific Assurance Needs - **Benefit plan audits** — Meet Benefit Plan Audit Needs ### [Tax Compliance & Advisory](https://www.mlrpc.com/what-we-do/tax-compliance-advisory/) *Service* Navigate complex tax requirements, identify planning opportunities, and coordinate wealth and financial needs with experienced advisors. 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. - **Federal and state income tax compliance** — Meet Federal And State Tax Requirements - **Income tax planning** — Plan Ahead For Tax Decisions - **Estate, wealth transfer, and asset protection planning** — Plan Wealth Transfers And Protect Assets - **Family office and financial concierge services** — Access Dedicated Family Office Support - **Tax planning for high-net-worth individuals** — Align Tax Strategies With Personal Goals - **Income tax efficiency and rate optimization** — Optimize Income Tax Outcomes - **Research and development tax credit optimization** — Identify And Optimize Tax Credits - **Transaction and exit tax planning** — Plan For Transactions And Exits - **Multistate tax support and regulatory updates** — Stay Current On Tax Changes - **Personal plan implementation and administration** — Maintain Plans As Needs Change - **Tax accounting and uncertain tax positions** — Address Tax Accounting Requirements - **Quarterly estimated tax payment calculations** — Calculate Quarterly Tax Payments - **Retirement planning** — Coordinate Tax And Retirement Planning - **Entity classification and structuring** — Evaluate Entity Structures - **Nonprofit tax reporting and advisory** — Meet Nonprofit Tax Reporting Needs - **Industry-specific tax advisory** — Address Industry-Specific Tax Needs - **Experienced tax advisory teams and engagement continuity** — Work With Experienced Tax Advisors - **International tax and transfer pricing** — Address International Tax Needs ### [Transaction Advisory Services](https://www.mlrpc.com/what-we-do/transaction-advisory/) *Service* Gives buyers and sellers reliable financial and tax diligence, deal-specific insights, and transaction guidance to understand business value and address potential deal risks. 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. - **Quality of earnings and adjusted P&L analysis** — Assess Earnings And Deal Risks - **Recurring revenue analysis** — Validate Recurring Revenue - **Retention and churn analysis** — Evaluate Customer Retention - **Gross margin analysis** — Clarify Gross Margins - **Integrated tax diligence** — Assess Tax Exposure - **Net working capital and indebtedness analysis** — Evaluate Closing Adjustments - **SaaS operating metrics analysis** — Evaluate SaaS Performance - **Purchase agreement consultation** — Address Agreement Risks - **Accounting system data analysis** — Access Transaction-Level Detail - **Tailored transaction deliverables** — Tailor Deal Reporting - **Sell-side transaction preparation** — Prepare For Buyer Diligence - **Buy-side and sell-side transaction coverage** — Support Multiple Deal Types - **Payment processing revenue analysis** — Analyze Payment Revenue - **Professional services profitability analysis** — Identify Services Profitability Risks - **Proof of cash analysis** — Verify Cash Information - **Quality of revenue analysis** — Focus On Revenue Quality ## Sources - [Maxwell Locke & Ritter](https://mlrpc.com) - [Financial Statement Assurance & Advisory](https://www.mlrpc.com/what-we-do/financial-statement-assurance-advisory/) - [Tax Compliance & Advisory](https://www.mlrpc.com/what-we-do/tax-compliance-advisory/) - [Transaction Advisory Services](https://www.mlrpc.com/what-we-do/transaction-advisory/)