Accounting, Tax & Finance Articles

Welcome to our Resources section, where you will find articles on accounting, tax, and finance for businesses and individuals, as well as resources to aid in business financial planning across a variety of industries we serve. Please contact us for personalized advice in accounting and finance. Maxwell Locke & Ritter is here to offer trusted guidance.


The credit for increasing research activities, often referred to as the research and development (R&D) credit, is a valuable tax break available to eligible businesses.


For those who were able to file their taxes by the April tax filing deadline, we have 3 tax-related actions that you should consider taking in the near term.

In 1997, Maxwell Locke & Ritter made the decision to create our affiliate, ML&R Wealth Management, to more fully serve both our current and future clients beyond our existing accounting services. Now, ML&R Wealth Management is celebrating 25 years in business in Central Texas, having built strong relationships with other trusted advisors and grown to $1.9 Billion in assets under management. Read more about how our affiliate structure allows us to collaborate in the best interests of our clients.


In recent years, accounting rule makers have issued guidance that requires certain items on the balance sheet to be reported at “fair value.” Here are some answers to frequently asked questions about this standard of value and how it’s measured

Maxwell Locke & Ritter’s Transaction Services Team specializes in providing financial due diligence (quality of earnings) assessments to clients considering investments in software and tech-enabled services. In this article, we outline the 5 most common issues we uncover during our engagements, and our strategies to address and correct them.

Congress appears ready to build on 2019’s SECURE Act to further increase Americans’ retirement security. The U.S. House of Representatives passed the Securing a Strong Retirement Act (otherwise known as SECURE 2.0) by a 414-5 vote, while the Senate is working on its own bill. Learn more about the provisions of the House’s version and how it would affect both individuals and employers.


After your 2021 tax return has been successfully filed with the IRS, there may still be some issues to bear in mind. Here are three considerations.


It’s a good idea to acquaint yourself with tax amounts that may have changed for 2022. Here are some Q&As about tax amounts for this year.


There are four types of audit opinions: 1) unqualified (or clean) opinions, 2) qualified opinions due to small deviations from GAAP, 3) adverse opinions due to material exceptions to GAAP, and 4) disclaimers when the auditor gives up in the middle of an audit.


It is with deep sadness and heavy hearts that we share the passing of Anita Motloch, retired Tax Partner. Anita was a very special person who had a calm demeanor, a kind heart, and a strong faith. She was a true partner and friend in life as well as business. Our love and prayers go out to her family.

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