— Mudd & Moreland, LLC —
Trusted Public Accountants

Experienced Public Accountants offering Financial Advising & More

Based in Charlotte Hall, MD, Mudd & Moreland, LLC, offers small businesses and individuals in Southern Maryland a wide variety of financial and tax services. Our team will provide you with a better understanding of the tax process and guide you through tough financial decisions. We’re trained professionals and we want to help you achieve your financial goals from tax preparation, accounting services, advisory services, retirement planning, and more.

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Services We Specialize in at Mudd & Moreland, LLC

Tax Preparation Services

At Mudd & Moreland, LLC, our team is equipped to guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. We are experienced in optimizing financial opportunities for our clients. We are here to guide you through the tax process. Give us a call at 301-645-7530 today.

Reviews

At Mudd & Moreland, LLC we offer reviews that provide limited assurance to outside interests and involve inquiries regarding analytical procedures. These procedures confirm financial statement matters to identify any items requiring further analysis. Our team of trained professionals reviews these statements to provide you with the correct services.

Compilations

We also offer compilations that are usually requested for internal purposes and are based upon information provided by a company’s management. This may involve us looking into your accounts, we are here to help you through and guide you through the process. We want to give you the best of the best, it’s what we’re trained to do.

Accounting Services

Mudd & Moreland, LLC’s accounting team will help you meet your financial goals with accurate record-keeping and reporting. Not to mention financial issues such as initial accounting system setup, cost-containment, and tax planning. Our team is here to help business owners who are looking for guidance to establish accurate financial records. For more information, we encourage you to reach out to us today.

Our account services include but are not limited to:

General Ledger and Financial Statement Preparation

Bookkeeping
(monthly, quarterly, or annual)

Accounting System Setup and Support

Payroll Processing

Individual Tax Preparation (multiple states)

Personal Financial Statements

Employee Benefit and Profit-sharing Plans Selection

Corporate Tax Planning and Return Preparation

Assurance & Advisory Services

The success of our services requires teamwork not only between our staff but also through building close client relationships that create long-term value. This includes evaluating your financial procedures, assuring the solidity of your financial records, and working to produce strategies that help you face the myriad of challenges presented in business planning and execution.

As our client, we will provide you with objective analysis, assistance in controlling costs, work to increase efficiency, and implement new technology and procedure to help you take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services are designed to create more success for your business by improving the context and quality of information you have access to.

These services include but are not limited to:

Reviews and Compilations

Entity Selection and Restructuring

Accounting Software Selection, Implementation, and Support

Financial Projections and Forecasts

Debt and Finances Advising

Mergers and Acquisitions

Transaction Structuring and Negotiations

Business Succession

QuickBooks Accounting Help & Assistance

At Mudd & Moreland, LLC we offer services to explain and provide our customers with knowledge regarding QuickBooks. This can provide useful and timely information in the form of financial statements, reports, and graphs. To improve your efficiency and understanding of Quickbooks, we offer personal training, setup, support, and reviews.

If you are interested in learning more about this tool and its use, we encourage you to set up a consultation today by calling 301-645-7350 today.

Estate & Trust Planning & Tax Preparation

Ensuring financial security for your loved ones begins with effective estate and trust planning. As a business owner, this entails creating a succession plan for ownership. At Mudd & Moreland, LLC, our role is to help you navigate the shifting and complex tax laws to minimize the tax liability of your beneficiaries and facilitate the transfer of assets.

A well-thought-out estate plan provides instructions on how to distribute the assets left in your estate and avoid complications so your individual wishes are fulfilled. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.

Bookkeeping/ Write-up

Mudd & Moreland, LLC wants to help you with the organization of your day-to-day tasks. We do so by teaching the usage of bookkeeping. Bookkeeping can help you with your everyday finance guidance and we want to be a part of teaching you the most effective use.

Financial & Retirement Planning

Mudd & Moreland, LLC wants to help you reach your financial goals. We are here to guide you through tough decision-making processes such as college education funding, retirement plans, insurance, tax, estate, and business succession planning. The most important payment plans you’ll sign up for should be done with a team of trusted and trained professionals. We want to be those professionals — call us today at 301-645-7350 for more information.

Payroll Services

Mudd & Moreland, LLC can help you understand and reduce the time you spend on payroll with our services. We offer a computerized payroll system that will facilitate processing, timely payments, and preparation of tax returns and make your payroll a lot less stressful. Interested? Learn more when you contact us today.

Employee Benefits & Retirement Plan Selection

Mudd & Moreland, LLC is ready to provide you with the pros and cons of benefits, retirement, and profit-sharing plans. We want to help you reach your goals, by maximizing tax advantages and creating a strategy together to grow your business. We are here to help you make effective decisions that benefit you and your employees.

Entity Selection & Restructuring

Mudd & Moreland, LLC wants to advise you on choosing the most beneficial type of entity that pertains to your needs. With our team’s knowledge and expertise, we will always provide you with the most advantageous entity type for the functions your business performs. We want to help your company grow. For more information, give us a call at 301-645-7350.

Individual Tax Preparation (multiple states)

Trust our tax professionals to help you prepare your individual personal tax returns. We are here to help you receive the highest refund or the lowest tax balance while adhering to current federal and state tax laws, rules, and regulations.

Mergers, Acquisitions, & Sales

Here at Mudd & Moreland, LLC, we recognize how important it is for you to successfully structure and negotiate a deal — we want to help you get it done. We are a team of trained professionals who will carefully analyze fair asking prices, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics.

Financial Projections & Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. We combine our experience and expertise with an understanding of your business to help you manage your business plan and spending, as well as produce financial projections. Forecasting for the future is imperative to your company’s success. It is our goal to help you stay up-to-date with current trends and updates so you can prepare your business for what is to come. We offer a range of financial projections and forecasts including top-level reports to detailed financial models.

Debt & Finance Advising

Mudd & Moreland, LLC can aid your corporate or personal needs in regard to debt management. We want to lower your payments and reduce your interest rates as well. Our goal is to get you the savings you need. Let’s work together so we can efficiently assess your finances and come up with the right strategy for you. Contact us today for more information.

Financial Advising & More — Mudd & Moreland, LLC

Mudd & Moreland, LLC, based in Charlotte Hall, MD, is ready to help you with all your financial advising needs. We work with individual clients and businesses in the area to help advise with our wide range of services. To get in touch with us please give us a call at today.

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Contact

Phone: 301-645-7350

Fax: 301-884-4699

Email: info@rlakes.com

Business Hours

Mon-Friday: 8:30 AM-5PM
Saturday & Sunday: Closed

Extended Hours During Tax Season