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:
Accounting & Finance
- Audit Reviews, Compilations & Agreed Upon Procedures
- Tax Preparation & Consulting
- Family-Owned & Managed Businesses
- Litigation Assistance
- Internal Controls & SOX 404
- Inventory Management
- Change & Strategic Consulting
- Real Estate Cost Segregation
- R&D Credit
Accounting & Finance
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Audit 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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In today’s complex legal environment, litigation support from an experienced accounting firm is often essential. ML&R has extensive experience in contract dispute and damage calculations, business valuations, foreign operations, trademark and copyright infringement, divorce settlements and professional liability matters. Our professionals also offer independent and objective analysis of estate and gift tax needs, sales and merger/acquisition considerations and business controversies.
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As CPAs, we are qualified to review the reliability of information that supports internal management decisions and appears in financial reports. In the business world internal controls are the mortar that holds together the functional areas of an organization. Most organizations can achieve high levels of security with relatively simple and inexpensive control measures. Your organization can depend on our experience and specialized knowledge to provide you with complete and reliable internal control services.
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Our inventory management project team focuses first on understanding the role that inventory plays in helping you achieve your goals. Almost any organization can enhance financial statement usability by accounting for inventory in more creative ways. By participating with representatives of your organization’s various departments on inventory project teams, we act as both an inter-disciplinary liaison and as a catalyst in your inventory management processes. Whether we’re writing cycle count procedures, managing quarterly counts, or developing purchase point metrics, we’ll always keep the goals of your organization in mind.
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Change & Strategic Consulting:
We help your organization’s leadership by reviewing your business culture and organizational structures and determining practical solutions that improve focus, responsiveness and cooperation. We know how to ask useful questions, lead effective teams and design an environment that encourages and supports change. We have effectively facilitated board retreats and strategic planning sessions. Our experts can also evaluate your current business processes and offer practical alternatives enabling you to eliminate impediments and attain your goals. We work to find innovative and creative ways to continually improve your operations and profitability.
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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.
