Accounting & Finance Articles

Welcome to our Resources section, where you will find articles on accounting 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 Consolidated Appropriations Act, 2021 contains billions of dollars in additional stimulus funding in response to the COVID-19 pandemic, numerous tax law changes, and many unrelated provisions.


You may be eligible to use more than one tax payer filing status. This article contains your five choices.

Can you benefit from the massive new Consolidated Appropriation Act signed into law? Here are some of the tax highlights for individuals.

Acquiring another company and merging it with your business can be the most efficient way to grow. Here are eight key merger and acquisition strategies that spell the difference between success and failure, no matter what the size of the companies involved.

Businesses received several favorable tax breaks in the COVID-19 relief bill that was recently signed into law. Here are just two of them.

The Consolidated Appropriations Act, 2021, passed by Congress on December 21st and signed into law by President Trump on December 22nd, includes aid for small businesses and other targeted relief for certain industries, as well as stimulus payments, extended unemployment benefits and other relief for individuals.

Many employees take advantage of the opportunity to save taxes by placing funds in their employer’s health or dependent care flexible spending arrangements (FSAs). As the end of 2020 nears, here are some rules and reminders to keep in mind.


Here are some of the key tax-related deadlines affecting businesses and other employers during the first quarter of 2021. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply to you. Contact us to ensure you’re meeting all applicable deadlines and to learn more about the filing requirements.

It’s no secret that monthly recurring revenue with high growth and low churn is the key value driver for SaaS businesses.  For that reason, obtaining confidence in an acquisition target’s historical MRR and customer retention data is vital to a successful transaction, and Maxwell Locke & Ritter’s Due Diligence Team can help you in achieving this.

When we deliver our written report at the end of a three- to four-week due diligence engagement, our client will have already received our key findings throughout the engagement in real time.

Advice from Industry Experts

Our team includes specialists who have a proven track record of helping their clients reach their financial goals. For audit services, tax preparation, due diligence, IT security & compliance, wealth management, and 401(k) plan management, we can help answer your questions and get you on the right track.

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