Home / What We Do / Tax Compliance & Advisory

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

Learn More

Texas-Based with National Reach

As the largest locally owned CPA firm in Central Texas, we work with businesses, nonprofit organizations, high-net-worth individuals, family offices, estates, and trusts across the nation. On those rare occasions when clients require highly specialized expertise or extra resources on a project, our relationships with CPAmerica, Inc. and Crowe Global provide the flexibility they need. As a member of CPAmerica, one of the largest associations of CPA firms in the United States, our firm has access to more than 4,000 professionals across the United States. We serve the international needs of our clients through our relationship with Crowe Global, providing us with the expertise and resources of over 35,000 professionals worldwide. Whether you operate only in Texas or in all 50 states, our team of experienced tax advisors can handle your multi-state tax returns and keep you up-to-date on rapidly changing regulations and the latest developments in tax law.

Who We Serve

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.

Get Started