Services
Where We Are Today: Service Lines Chart
Maxwell Locke & Ritter LLP is dedicated to refining and redefining our products and services to respond to the increasing demands of our clients. Below is a list of our services:
- Audits, Reviews, Compilations & Agreed Upon Procedures
- Tax Preparation & Planning
- Family-Owned & Managed Businesses
- Mergers & Acquisitions
- Stock Option Planning
- Real Estate Cost Segregation
- R&D Credit
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Audits, Reviews, Compilations & Agreed Upon Procedures:
Our audit services go beyond simply expressing an opinion on financial statements. We focus not only on the numbers, but we also look critically at your operations while performing the audit. We constantly explore new ways to help you achieve your business objectives, strengthen management and improve profitability.
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Our tax professionals provide superior tax compliance services to hundreds of individuals, estates, trusts, partnerships, not-for-profits and corporations. Our highly-trained staff will help you track and meet all federal and state tax deadlines as efficiently as possible. They will also assist you with research, consultation and planning to meet your goals and objectives in a tax efficient manner. We can help by monitoring the tax code and related regulations and pronouncements in an ever-changing environment.
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Family-Owned & Managed Businesses:
The foundation of our firm is built on serving family-owned & managed businesses. We provide value to these companies and their owners through a full-range of solutions-driven services. Also, we are experienced in succession issues and transitions from one generation of ownership to another.
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The people in our audit and tax departments understand the complexities that are involved with mergers and acquisitions and realize that each client’s situation is different regardless of whether they are on the buy-side or sell-side. We understand the need for proper planning and structuring, due diligence, and coordination with the client’s legal counsel to ensure the transaction goes according to plan.
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Stock-based compensation plans are well known to many people, but they present many pitfalls and potentially unexplored advantages for the unwary. We recommend that, where possible, you secure sound advice and seasoned professional advisors. If you intend to set up the plan yourself, the need for outside input becomes even more crucial. Our advisors can assist with helping you understand both the tax implications and the financial statement implications of different stock-based compensation plans. We work with you to achieve the desired results in the most advantageous manner.
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Our engineering based cost segregation services provide an in-depth analysis of the costs incurred to build, acquire or renovate real estate holdings in an effort to segregate short-lived personal property from long-lived real property. This segregation of costs allows for acceleration of depreciation and amortization resulting in net present value tax savings today.
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Our R&D Credit services focus on federal and state research and development tax credit programs. These credits are economic incentives put in place by the federal and state governments to encourage research and experimentation. Our tax professionals will ensure that you are taking advantage of all R&D tax credits available.
