Frequently Asked Questions

Welcome to our frequently asked questions page, where we answer questions commonly received from prospective clients. If your question is not listed, contact us today for an answer.

Q: What types of accounting and financial services do your offer?

We provide audit, tax, quality of earnings, due diligence, SOC examinations, and family office services. Our affiliate ML&R Wealth Management offers company retirement and 401(k) plan management, and wealth management for high net worth individuals and nonprofit organizations.

Q: Do you assist businesses, individuals, or both?

We primarily serve businesses and their owners. Our services are also available to individuals with complex tax needs and their families who need assistance with taxes, personal financial planning, and / or wealth management through our affiliate, ML&R Wealth Management.

Q: Do you provide tax preparation for individuals?

Yes. However, our tax preparation services for individuals focus on those with complex tax and wealth management considerations.

Q: Do you have specific industry specializations?

Yes. We have significant experience in the following industries:

  • Consumer products
  • Entertainment
  • Healthcare
  • Independent school districts
  • Manufacturing
  • Municipal utility districts
  • Nonprofit
  • Private equity & venture capital
  • Professional services
  • Real estate
  • Retail
  • Software
  • Technology
  • Wholesale
  • Other business services
Q: What is the geographical area for your services?

With offices in downtown Austin and Round Rock, we primarily serve clients in the five-county Central Texas region, including Travis, Williamson, Hays, Bastrop and Caldwell counties. For audit and tax services, we work outside of this region if referred by one of our local connections. Our due diligence team works on transactions throughout the United States and internationally.

Q: Can you help organize my family’s estate?

Yes. We specialize in organizing complex family estates, as well as succession planning, tax planning, portfolio accounting, and additional services to help ensure that your family financial plans are formed and executed in the smartest, simplest way possible.

Q: Do you perform reviewed financial statements and / or audited financial statements?

Our audit department is can perform both reviewed and / or audited financial statements, depending on your needs. Please see our article “Audit, Review & Compilation: How CPA Reports Differ” for more information.

Q: Do you perform due diligence for mergers and acquisitions?

Yes. We perform Quality of Earnings analysis due diligence for mergers and acquisitions as a core service. To date, the dedicated ML&R due diligence team has worked on over 150 transactions in 23 states and two countries.

Our experienced team has diverse backgrounds in private equity investments, investment banking, national firm public accounting and private company ownership. This allows us to offer insight into quantitative accounting practices, as well as qualitative strengths and weaknesses for each target.

Q: Do you offer accounting services to small businesses?

In general, we work with companies with revenues in excess of $5 million. However, we also work with investor backed companies that are early stage or pre-revenue.

Q: Do you offer bookkeeping services?

No. In order to maintain our independence for our audit services, we do not provide bookkeeping for businesses. If you need corporate bookkeeping services, we would be happy to refer you to one of our trusted partners. Our family office team does, however, offer bookkeeping as part of their suite of tailored services for high net worth individuals and family clients.

Q: Why should I choose your firm over other options?

As the largest locally owned and managed accounting firm in Central Texas, we are big enough to provide specialized, proactive advice on complex matters, while still providing a high level of service and response. We have a unique culture and hire only experienced professionals, which streamlines efficiencies for our clients and lets us maintain a significantly lower than industry standard turnover rate. In short, we care about our PEOPLE, our CLIENTS, and our shared COMMUNITY.

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