Our affiliations enable us to leverage powerful solutions to meet all of your unique financial challenges, no matter how large or small, without costly overhead and bureaucracy. Our clients receive the best of both worlds: local knowledge and decision-making authority and the vast resources and experience of a progressive, worldwide network.
For over 20 years, Maxwell Locke & Ritter’s affiliate ML&R Wealth Management has been dedicated to helping clients achieve financial goals through well-executed wealth management plans. As a registered investment advisor, they believe that managing wealth involves more than acquiring assets and making investments. Their consultative wealth management process focuses on your unique needs, goals, and objectives, offering a personalized approach that is centered on the client, not the investment. ML&R Wealth Management provides the following services for individuals, families, businesses and nonprofits:
We are a member of CPAmerica, Inc., one of the largest associations of CPA firms in the United States. As a member, our firm has instant access to the expertise and resources of more than 4,000 professionals across America, offering our clients unique access to national and international markets. We serve the international needs of clients through CPAmerica’s membership in Crowe Global. Crowe Global is ranked among the top 10 global accounting networks, with over 200 independent accounting and advisory firms in more than 130 countries worldwide.
Through our CPAmerica membership, we have an affiliation with CPAConnect, a companion association of select sole and local CPA practitioners sponsored by CPAmerica. CPAConnect is the leading association for small CPA firms, allowing them to remain independent while at the same time tapping into a much broader and more powerful array of services and resources available from CPAmerica and its larger member CPA firms.
Since 2005, our tax department has partnered with our third-party service provider Vitae International (Vitae) to assist in the preparation of tax returns. Vitae’s office is in Coimbatore, India, and Maxwell Locke & Ritter is an investor in the business. This is an important piece of our overall business strategy, enhancing our ability to deliver during peak times and allowing us to hire and retain highly experienced local staff to serve you. We have a dedicated team of staff at Vitae whom we regularly train via onsite and remote training, and we review and are responsible for all work prepared by them. Our Vitae team accesses the Maxwell Locke & Ritter data and network via a secure remote desktop infrastructure, and we diligently follow the adequate data protection safeguards required under U.S. Treasury Regulations to protect tax return information from misuse, unauthorized access, or disclosure. All data remains in secure data centers in the U.S.
We are a member of the American Institute of Certified Public Accountants’ (AICPA) Employee Benefit Plan Audit Quality Center (EBPAQC). As a member of the EBPAQC, we have access to comprehensive resources that assist us in enhancing the quality of employee benefit plan audits. Our membership provides us with timely information on a variety of technical, legislative and regulatory subjects that we can apply to your employee benefit plan audit to help ensure compliance with the appropriate standards and regulations.
We are a member of the American Institute of Certified Public Accountants’ (AICPA) Governmental Audit Quality Center (GAQC). As a member of the GAQC, we have access to comprehensive resources that help us enhance the quality of government or nonprofit audits. Our GAQC membership provides us timely information on a variety of technical, legislative and regulatory subjects that we can apply to your audit to help ensure compliance with the appropriate standards and regulations.