Dana McCartney
CPA at Maxwell Locke & Ritter LLP
- Role
- Tax Partner at Maxwell Locke & Ritter LLP
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Dana McCartney
I focus my tax compliance and consulting practice on high net worth individuals and their related entities including family limited partnerships, trusts, CRUTs and private foundations. I have experience with estate planning and want to be one of my client\'s trusted advisors.
Experience
Tax Partner
Jan 2004 — Present · Austin, TX, US
Maxwell Locke & Ritter LLP is an accounting, tax and consulting firm that quite simply helps its people and clients achieve their goals. We do so by being a great place to work where our PEOPLE reach their potential and provide exceptional service to our CLIENTS and the COMMUNITY. Since our firm’s inception in 1991, we have been Trusted Advisors whose proven expertise and relationships have enabled us to finds solutions and add value to our Clients. We have been dedicated to creating an family friendly and flexible environment where we have open communication, honesty, compassion and respect, as well as actively participating in the community. We accomplish this by selecting and retaining Great People, serving Great Clients and focusing on Great Execution. Through these efforts, Maxwell Locke & Ritter has been awarded: • One of Central Texas’ Best Places to Work eleven out of last 12 years • One of Accounting Today’s Best Firms to Work For • The Ethics in Business Award by the Samaritan Counseling Center Our service offerings include: • Audits, Reviews, Compilations & Agreed Upon Procedures, SOC reviews• Tax Return Preparation & Planning • Mergers & Acquisitions/Due Diligence Consulting • Family Office Services ML & R Wealth Management LLC is a Registered Investment Advisor, dedicated to helping clients achieve their financial goals through a well thought out wealth management plan, providing services for high net worth individuals, trusts, nonprofits and retirement plans. Currently, ML & R Wealth Management has over three quarters of $1 billion in assets under management and service offerings include: • Wealth Management • Retirement, Succession, Estate & Education Planning • Customized Portfolio Design & Implementation • Qualified Retirement Planning - 401(k), etc.
Education
University of Denver
Masters
1987 — 1988
Texas A&M University
BBA
1983 — 1987
Skills
- Business Tax Planning
- Financial Statements
- Cpa
- Financial Analysis
- Tax
- Corporate Tax
- State Tax
- Tax Accounting
- Tax Advisory
- International Tax
- Estate Planning
- Tax Compliance
- Individual Returns
- Accounts Payable
- Internal Controls
- Accounting
- Account Reconciliation
- High Net Worth Individuals
- Financial Accounting
- Fixed Assets
- Income Tax
- Financial Reporting
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