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.


If your business is considering merging with or acquiring another business, it’s important to understand how the transaction will be taxed under current law.


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.


The best plan for your business will depend on what you want to accomplish and how much flexibility you need. These are 401(k) plans, SEP IRAs, and SIMPLE IRAs.


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.


Traditional IRAs and Roth IRAs have been around for decades and the rules surrounding them have changed many times. What hasn’t changed is that they can help you save for retirement on a tax-favored basis. Here’s an overview.


Merger and acquisition activity in many industries slowed during 2020 due to COVID-19. But analysts expect it to improve in 2021 as the country comes out of the pandemic. If you are considering buying or selling another business, it’s important to understand the tax implications.

Businesses are increasingly offering their customers contactless payment options for goods and services. This article reviews the new tax reporting requirements your business might face for utilizing third-party payment options beginning this year.


If you’re in business for yourself as a sole proprietor, or you’re planning to start a business, you need to know about the tax aspects of your venture. Here are eight important issues to consider.

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