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.
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
1031 Exchange
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.
1031 Exchange
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)
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.
Business Hours
Mon-Friday: 8:30 AM-5PM
Saturday & Sunday: Closed
Extended Hours During Tax Season