Business Details
37 Years
experience
Trusted CPA and Advisory Services in Austin, TX
Maxwell Locke & Ritter is a distinguished accounting and advisory firm dedicated to delivering strategic financial insights and personalized client service. Founded in 1989, our experienced-hire model ensures clients work exclusively with seasoned professionals who bring decades of industry expertise to address complex challenges. Our commitment to innovation, community engagement, and ethical practices has earned us over 60 awards since 2015, serving businesses, nonprofits, and high-net-worth individuals across diverse sectors.We prioritize building authentic relationships, leveraging technology for efficiency, and providing tailored solutions that align with clients' long-term goals. With a focus on tax advisory, audit services, and transaction advisory for SaaS companies, we combine technical excellence with a people-first approach to empower clients in navigating dynamic financial landscapes.
Services
Transaction Advisory
Tax Compliance
Financial Statement Assurance
Risk Assurance
Audit Services
SaaS QoE Analysis
HIPAA Compliance
Internal Audit
IT Risk Management
Details
- Year established: 1989
Highlights and features
- We have 34+ years of experience in accounting and advisory services.
- Our experienced-hire model ensures seasoned professionals handle your financial needs.
- We support 300+ community organizations through active local engagement.
- Award-winning firm with 60+ recognitions since 2015 for excellence in accounting.
- Tech-enabled services deliver efficient, real-time financial advisory solutions.
Services
Transaction Advisory
Our transaction advisory services specialize in quality of earnings (QoE) analysis for SaaS and software companies. We provide detailed financial due diligence, including adjusted MRR/CMRR analysis, net working capital assessments, and integrated tax diligence. Our team leverages deep industry expertise to deliver actionable insights for private equity groups, lenders, and strategic investors during acquisitions, recapitalizations, and financing transactions.
Tax Compliance
We offer comprehensive federal and state tax compliance services alongside strategic tax planning for businesses and high-net-worth individuals. Our experienced team specializes in R&D tax credits, estate planning, and cross-border tax optimization. With a focus on proactive advisory, we help clients navigate complex tax regulations while minimizing liabilities and maximizing long-term financial efficiency through personalized, data-driven strategies.
Financial Statement Assurance
Our financial statement assurance services include audits, reviews, and compilations tailored to businesses of all sizes. We provide GAAP advisory and ERISA-compliant benefit plan audits, ensuring regulatory compliance and operational transparency. Our tech-enabled approach reduces client disruption while delivering critical insights into internal controls and financial health, supporting informed decision-making for growth-oriented organizations.
Risk Assurance
We deliver SOC examinations, HIPAA compliance assessments, and IT risk management services to mitigate organizational vulnerabilities. Our team specializes in SOC 1/SOC 2 reporting, HITRUST readiness, and cybersecurity risk assessments. By combining regulatory expertise with technology-driven methodologies, we help clients strengthen governance frameworks, achieve compliance certifications, and protect sensitive data across healthcare, financial, and technology sectors.
Internal Audit
Our internal audit services provide enterprise risk management and ESG compliance solutions through outsourced and co-sourced models. We conduct control testing, framework mapping, and process optimization to align audit functions with strategic objectives. With expertise in IT security and regulatory compliance, we help organizations enhance operational efficiency, reduce fraud risks, and maintain adherence to evolving governance standards across multiple industries.
People
Kyle Parks
Leading Partner
Kyle Parks brings extensive leadership experience in public accounting, guiding strategic initiatives and client relationships at Maxwell Locke & Ritter. He focuses on delivering high-impact financial solutions while maintaining the firm's commitment to excellence and community engagement.
Kate Williams
Risk Assurance Partner
Kate Williams specializes in cybersecurity and regulatory compliance, leading SOC examinations and IT risk assessments. With dual CPA and CISA certifications, she helps clients strengthen data protection frameworks and achieve compliance with industry-specific standards.
Lathrop Smith
Transaction Advisory Partner
Lathrop Smith provides strategic transaction advisory services for technology companies, focusing on quality of earnings analysis and M&A due diligence. His expertise spans private equity and investment banking, delivering actionable insights for complex financial transactions.
Steven W. Knebel
Tax Partner
Steven Knebel offers comprehensive tax advisory services, specializing in corporate tax planning and compliance. With CGMA designation, he helps businesses optimize tax strategies while ensuring adherence to evolving regulatory requirements across multiple jurisdictions.
Lesley Hargraves
Audit Partner
Lesley Hargraves leads financial statement audit engagements, ensuring technical excellence and regulatory compliance. She focuses on delivering efficient audit processes with minimal client disruption, leveraging technology to enhance audit quality and reporting accuracy.
Questions
What industries does Maxwell Locke & Ritter specialize in?
We specialize in serving technology companies, particularly SaaS, along with healthcare, nonprofit, government, and high-net-worth individual clients.
How does your experienced-hire model benefit clients?
Our model ensures you work with seasoned professionals who have 5+ years of prior experience, reducing learning curves and delivering immediate value.
What transaction advisory services do you offer for SaaS companies?
We provide QoE analysis, adjusted MRR/CMRR assessments, integrated tax diligence, and purchase agreement consultation specifically for SaaS transactions.
Do you offer compliance services for healthcare organizations?
Yes, we provide HIPAA risk assessments, HITRUST readiness, and SOC reporting tailored to healthcare providers and technology companies.
How do you support nonprofit organizations?
We offer specialized tax compliance, financial reporting, and strategic advisory services while actively supporting 300+ community organizations through volunteerism.
What sets your audit services apart from other firms?
Our tech-enabled approach minimizes operational disruption while delivering real-time advisory and consistent team continuity through our experienced-hire model.
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