Austin CPA Firm Providing Accounting & Advisory Services
Maxwell Locke & Ritter is a CPA firm headquartered in Austin, Texas, providing advisory, tax, family office, audit, and other assurance services to growth-focused companies, high-net-worth individuals, nonprofit organizations, and certain government entities, across Austin, Central Texas, and beyond.
Our Austin office combines deep technical experience with practical business insight to help clients make informed financial decisions, navigate complexity, and approach the future with confidence.
401 Congress Avenue, Suite 2000
Austin, TX 78701
CPA and Advisory Services in Austin, Texas
ML&R provides a comprehensive range of accounting, tax, audit, and advisory services designed to support clients through important milestones and everyday financial decisions.
- Financial Statement Assurance & Advisory
Our assurance and advisory professionals provide independent financial statement services that give businesses, nonprofits, lenders, investors, boards, and other stakeholders confidence in financial information they rely on to make important decisions.
- Financial Statement Audits
- Financial Statement Reviews
- Financial Statement Compilations and Preparations
- Examinations
- Agreed-Upon Procedures
- Benefit Plan ERISA Section 103(a)(3)(C) Audits
- GAAP Advisory Services
Our team works with privately held companies, nonprofit organizations, family-owned businesses, startups, and larger organizations that need efficient, responsive, and experienced audit support.
Learn More- Tax Compliance & Advisory
ML&R’s Austin tax advisors help businesses, individuals, families, estates, trusts, and family offices navigate complex tax planning and compliance needs.
- Federal and State Income Tax Compliance
- Income Tax Planning Services
- Accounting for Income Taxes and Uncertain Tax Positions
- Quarterly Estimated Tax Payment Calculations
- R & D Tax Credit Optimization
- Consulting for Income Tax Efficiency and Tax Rate Optimization
- Tax Planning for Transactions, Liquidity Events, and Exits
- Estate and Wealth Transfer and Asset Protection Planning
- Retirement Planning
- Family Office and Financial Concierge Services
Our goal is to help clients plan ahead, understand their options, and make informed decisions with confidence.
Learn More- Transaction Advisory
At Maxwell Locke & Ritter, we specialize in quality of earnings services for SaaS, AI, and technology services companies. Our comprehensive, collaborative approach to transaction advisory services delivers clear insights and dependable analysis you can trust.
Transaction Advisory Services:
- Adjusted MRR & CMRR
- Quality of earnings and adjusted P&L analysis
- Proof of Cash analysis
- Net working capital analysis
Types of Clients Served:
- Private equity groups
- Lenders
- Family offices
- Strategic investors
Types of Transactions:
- Acquisitions
- Recapitalizations
- Loan financing
- Sell side
Target Geographies Served:
- United States
- Canada
- EMEA
With a specialized focus on SaaS, software, AI, and tech services companies, ML&R helps clients understand key value drivers, risks, and financial trends before, during, and after a transaction.
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Who We Serve in Austin
As an Austin accounting and advisory firm, ML&R works with clients across a broad range of industries, as well as individuals, including:
- Business & Professional Services
- Consumer & Industrial Products
- Entertainment
- Government
- Healthcare
- High-net-worth Individuals
- Life Sciences
- Nonprofit Organizations
- Private Equity & Venture Capital
- Real Estate & Construction
- Technology
Austin Tax Advisors for Individuals and Families
For high-net-worth individuals, families, executives, investors, and family offices, ML&R provides thoughtful tax and advisory support that connects current decisions with long-term goals.
Our tax advisors help clients evaluate issues such as:
- Federal, State, and Local Income Tax Advisory and Compliance
- Quarterly Estimated Payment Calculations
- Income Tax Minimization Planning
- Retirement Planning
- Estate and Asset Protection Planning
- Wealth Transfer Strategies
- Charitable Giving Planning
- Succession Planning
- Family Office and Financial Concierge Services
Frequently Asked Questions About ML&R’s Austin CPA Firm
- What services does Maxwell Locke & Ritter provide in Austin?
Maxwell Locke & Ritter provides tax compliance and advisory, family office, financial statement assurance and advisory, transaction advisory, and business advisory services from its Austin office.
- Where is Maxwell Locke & Ritter’s Austin office located?
ML&R’s Austin office is located at 401 Congress Avenue, Suite 2000, Austin, TX 78701.
- Does ML&R work with businesses and individuals?
Yes. ML&R works with businesses, nonprofit organizations, high-net-worth individuals, family offices, estates, trusts, investors, and other clients with complex accounting, tax, and advisory needs.
- Does ML&R provide audit services in Austin?
Yes. ML&R provides financial statement audits, reviews, compilations, preparations, agreed-upon procedures, examinations, benefit plan audits, and GAAP advisory services.
- Does ML&R provide tax planning in Austin?
Yes. ML&R provides income tax planning, federal and state tax compliance, estate and wealth transfer planning, family office support, and tax planning for business owners and individuals.
- Does ML&R provide transaction advisory services?
Yes. ML&R provides transaction advisory services for buy-side and sell-side transactions, including quality of earnings (QoE), quality of revenue, proof of cash, net working capital analysis, integrated tax diligence, and other financial due diligence services. We primarily serve SaaS, software, AI, and tech services companies, working with private equity groups, strategic investors, lenders, and family offices.
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