MLR

Tax

Maxwell Locke & Ritter’s highly-trained and experienced staff prioritizes meeting federal and state tax deadlines efficiently, attuned to your unique needs.  Whether educating you about new tax codes and related regulations or assisting with research, consulting and planning, successfully accomplishing your goals is our objective.  As members of CPAmerica International, we have access to a network of incredible tax professionals, both nationally and globally.  We provide these services to companies, nonprofit organizations, individuals, estates and trusts:

Specific Services:
  • Federal Tax Planning & Compliance
  • State and Local Tax Planning & Compliance
  • Quarterly Estimated Payment Calculations
  • Income Tax Minimization Planning
  • Estate and Wealth Transfer and Asset Protection Planning
  • Retirement Planning
  • Charitable Giving Planning
  • Accounting for Income Taxes & Uncertain Tax Positions

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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