History
With roots in Central Texas extending back to the 1960's, Maxwell Locke & Ritter is an accounting, tax and consulting firm established in 1991 by Earl Maxwell, Tom Locke & Mark Ritter. The founding partners of our firm believed that we should focus on three things: Our clients, our people and the community. They created a philosophy and mission based on core values that remain the basis of our culture today. Our vision is to be a place where people love their work, provide great service to clients and support the community.
Specialties
Relationships with our clients go far beyond the traditional accounting and auditing services. Our range of services is available to provide you with strong solutions to meet your ever-changing environment. These services include: Accountants & Consultants: Audits, Reviews, Compilations & Agreed Upon Procedures; Tax Return Preparation & Planning; Mergers & Acquisitions/Due Diligence Consulting Financial Planning & Investment Management: Wealth Management, Retirement, Succession, Estate & Education Planning, Customized Portfolio Design & Implementation, Qualified Retirement Planning, Family Office Services. Investment advice provided through ML&R Wealth Management, an affiliate of Maxwell Locke & Ritter and a registered investment advisor.