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Round Rock CPA Firm Providing Accounting & Advisory Services

Maxwell Locke & Ritter is a CPA firm with an office in downtown Round Rock, 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 Round Rock, Williamson County, Central Texas, and beyond.

Our Round Rock office gives clients access to the experience and resources of a leading Central Texas accounting and advisory firm with the personal service, responsiveness, and relationship-focused approach ML&R is known for.

411 West Main Street, Suite 300
Round Rock, TX 78664
Phone: 512-370-3200

CPA and Advisory Services in Round Rock, 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.

 

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Tax Compliance & Advisory

ML&R’s Round Rock 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.

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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:

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 Round Rock and Williamson County

As a Round Rock accounting and advisory firm, ML&R works with clients across a broad range of industries, as well as individuals, including:

Why Choose Maxwell Locke & Ritter as Your Round Rock CPA Firm?

Businesses, nonprofit organizations, and individuals choose ML&R because we combine experienced professionals, long-term relationships, and comprehensive advisory, tax, and audit and other assurance services with the personalized service of an independently owned Central Texas firm.

ML&R offers:

  • Experienced professionals providing advisory, tax, and audit and other assurance services
  • An independently owned and managed Central Texas accounting and advisory firm
  • A relationship-focused approach built on responsiveness, continuity, and personalized service
  • Deep experience serving privately held businesses, nonprofit organizations, and high-net-worth individuals
  • Industry expertise across growth-oriented sectors
  • A longstanding commitment to the communities we serve
  • National and international resources through professional affiliations

Round Rock and Williamson County continue to be among Central Texas’s fastest-growing business communities. ML&R is proud to serve clients throughout the area, building long-term relationships and providing thoughtful guidance to help them navigate complex financial challenges and achieve their goals.

Frequently Asked Questions About ML&R’s Round Rock CPA Firm

What services does Maxwell Locke & Ritter provide in Round Rock?

Maxwell Locke & Ritter provides tax compliance and advisory, family office, financial statement assurance and advisory, transaction advisory, and business advisory services from its Round Rock office.

Where is Maxwell Locke & Ritter’s Round Rock office located?

ML&R’s Round Rock office is located at 411 West Main Street, Suite 300, Round Rock, TX 78664.

Does ML&R serve businesses in Round Rock and Williamson County?

Yes. ML&R serves businesses, nonprofit organizations, high-net-worth individuals, family offices, estates, trusts, investors, and other clients in Round Rock, Williamson County, Central Texas, and beyond.

Does ML&R provide audit services in Round Rock?

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 Round Rock?

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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