Tax Expertise to Help You Achieve Your Financial Goals
Maxwell Locke & Ritter’s tax advisors help you navigate your complicated tax situation so you can focus on what you do best. Our highly experienced team offers business owners and individuals comprehensive income tax compliance and strategic tax advisory services to help you achieve your financial goals.
Comprehensive Tax Services for Businesses and Individuals
- 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
Experienced Tax Advisory Teams, Every Step of the Way
Our experienced-hire model means that ML&R new hires usually already have five or more years of experience working with complex tax and accounting situations. They are ready on day one to provide the level of client service we are known for in the industry. In addition, our family-friendly culture results in a higher-than-average retention rate, providing clients with engagement team continuity which supports long-term client relationships.
Real-Time Communication for Real-Time Challenges
Our hybrid and remote teams fully embrace technology that makes it easy to get timely advice whenever you need it. Newsletters and email communications keep our clients updated on fast-changing regulatory and tax law revisions so you can act quickly when you need to.