Creative Planning

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Located in Austin, Texas, Maxwell Locke & Ritter is one of the largest tax, accounting and consulting firms in the Greater Austin area. Founded in 1991, it provides tax preparation and planning and specializes in handling matters related to audits, reviews, compilations and agreed upon procedures. The firm handles matter related to mergers and acquisitions, stock option planning, research and development credit and real estate cost segregation. ML&R Wealth Management, its affiliate company, offers financial services and its other affiliate known as ML&R Personnel Solutions, offers staffing solutions to clients. The firm s clients include Sematech, Emergent Technologies, Troublemaker Studios, Trinity Episcopal School, Austin s Children Museum and Jupiter Band Instruments. Maxwell Locke & Ritter supports organizations, such as the Any Baby Can, Austin Chamber Music Center, AIDS Services of Austin and Aga Khan Council for the USA.