MLR

Nonprofit

Maxwell Locke & Ritter has nonprofit experience gained from service to a vast array of clients. This experience allows us to provide a high-level of expertise on nonprofit related accounting and tax issues and share industry best practices and other recommendations for improvement.

Expertise

  • Arts & Cultural
  • Foundations
  • Health Care
  • Higher Education
  • Member Associations
  • Private Schools
  • Social Service
  • Trade Associations

Services

  • Financial Audits
  • Federal and State Compliance Audits
  • IRS Compliance & Income Tax Planning
  • Retirement Plan Design & Management
  • Wealth Management
  • Accounting for Income Taxes and Uncertain Tax Positions
  • Compensation Model Consulting
  • Due Diligence Analysis
  • Internal Controls
  • M&A Transaction Services
  • R&D Tax Credits
  • State and Local Tax Planning & Compliance
  • Succession Planning

WANT A SECOND OPINION ON YOUR COMPANY RETIREMENT PLAN?

Our affiliate, ML&R Wealth Management, can serve as a single point of contact for you and will coordinate your other plan service providers, such as the record keeper, third party administrator and custodians.

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