MLR

Wholesale & Retail

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

Expertise

  • Consumer Products
  • Food & Beverage
  • Industrial Distribution
  • Medical Products
  • Restaurants & Retail

Services

  • Financial Audits & Reviews
  • Federal Tax Planning & Compliance
  • 401(k) Plan Design & Management
  • Wealth Management
  • Accounting for Income Taxes & Uncertain Tax Positions
  • Due Diligence Analysis
  • Internal Controls
  • M&A Transaction Services
  • Cost Segregation
  • Research & Development Tax Credits
  • State and Local Tax Planning & Compliance
  • Succession Planning

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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