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

WANT A SECOND OPINION ON YOUR COMPANY RETIREMENT PLAN?

Our affiliate, ML&R Wealth Management, can serve as a single point of contact for you and will coordinate your other plan service providers, such as the record keeper, third party administrator and custodians.

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