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

AICPA Governmental Audit Quality Center Member

Maxwell Locke & Ritter is a member of the American Institute of Certified Public Accountants Governmental Audit Quality Center (GAQC). As a member of the GAQC, we have access to comprehensive resources that will assist us in further enhancing the quality of our government or non-profit audits. The GAQC membership will provide us timely information on a variety of technical, legislative and regulatory subjects that we can in turn apply to your audit to help ensure compliance with the appropriate standards and changes in regulations.

OUR FAMILY OFFICE TEAM PROVIDES A BLEND OF SERVICES DESIGNED TO CARE FOR YOUR FAMILY'S FINANCIAL WELL-BEING.

Our complete line of family office resources provides high-net worth individuals and families continuity of service and security safeguards to reduce the risk of fraud and provide asset protection. We give you peace of mind and the time to concentrate on what you value most.  Contact us today to see how we can assist you.

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