Maxwell Locke & Ritter

Maxwell Locke & Ritter (ML&R) is a leading accounting and advisory firm based in Austin, Texas, with over 34 years of experience in delivering comprehensive financial services. Established in 1991, ML&R has grown to become the largest locally owned and managed accounting firm in Central Texas, offering a wide range of services to meet diverse client needs.

Services Offered

ML&R provides a comprehensive suite of services designed to support businesses and individuals at every stage of their financial journey.

• Financial Statement Assurance & Advisory: Ensuring the accuracy and reliability of financial statements through audits, reviews, and compilations, while offering strategic advice to enhance financial performance.
• Tax Compliance & Advisory: Assisting clients with tax planning, preparation, and compliance, as well as providing guidance on complex tax matters to optimize tax positions.
• Transaction Advisory: Offering due diligence, valuation, and strategic advice for mergers, acquisitions, and other significant business transactions to facilitate informed decision-making.
• Risk Assurance & Advisory: Identifying and mitigating financial and operational risks through comprehensive assessments and tailored advisory services.

These services are delivered by a team of over 160 professionals committed to providing reliable and timely solutions with a personal approach, driven by the firm's culture and core values.

Clientele and Industries Served

ML&R serves a diverse clientele including businesses, high-net-worth individuals, and nonprofit organizations. The firm has experience across various industries such as manufacturing, healthcare, government, professional services, real estate, and technology.

This broad expertise enables ML&R to tailor its services to meet unique challenges and opportunities within each sector.

Locations

ML&R operates primarily in Central Texas with offices in:

• Austin Office: 401 Congress Avenue, Suite 2000, Austin, TX 78701
• Round Rock Office: 411 West Main Street, Suite 300, Round Rock, TX 78664
• Austin, TX, USA

These locations allow ML&R to effectively serve clients throughout the region.

Recent Developments

In April 2024, ML&R announced the strategic sale of its affiliate, ML&R Wealth Management, to Creative Planning. This move enables clients to transition to a like-minded, people-centric investment firm while continuing to receive comprehensive financial services.

Additionally, ML&R unveiled a brand refresh and launched a new website, reflecting the firm's expanding regional and national presence and reinforcing its commitment to providing comprehensive accounting and advisory services.

Awards and Recognition

ML&R has been recognized for its exceptional workplace culture and service excellence.

The firm was named Accounting Today's "#1 Best Mid-Sized Accounting Firm to Work For" in 2019 and has received over 60 awards and recognitions since 2015.

With a strong foundation built on experience, a commitment to client success, and a culture of excellence, Maxwell Locke & Ritter continues to be a trusted partner for businesses and individuals seeking comprehensive accounting and advisory services in Central Texas and beyond.