Taking the stress out of tax.
ABOUT
Mortdale Tax and Accounting was founded in 2010 by our Director Lauren Faulks. We are a family run online accounting practice.
As an online firm we currently provide accounting advice and tax services to Australian residents overseas, around Australia, and most notably in the Georges River and Sutherland Shire areas.
Our Evolution
We started from humble beginings with a shop front in Mortdale near the train station. In 2020 when the COVID pandemic impacted everyone we began to transition our business into the area of cloud based accounting with very little impact in the delivery of our services to our clients.
During the second lockdown in 2021 we completed the online transition to our practice and introduced even more features to assist our clients with the lodgment of their ATO tax and compliance obligations.
Our Services
We can assist you with many services, some of these include:
Income Tax Returns for:
Lodgement of your business or income activity statements.
ASIC agent support.
Setting up of various entities like:
How can we assist you?
As an online firm we currently provide accounting advice and tax services to Australian residents overseas, around Australia, and most notably in the Georges River and Sutherland Shire areas.
Our Evolution
We started from humble beginings with a shop front in Mortdale near the train station. In 2020 when the COVID pandemic impacted everyone we began to transition our business into the area of cloud based accounting with very little impact in the delivery of our services to our clients.
During the second lockdown in 2021 we completed the online transition to our practice and introduced even more features to assist our clients with the lodgment of their ATO tax and compliance obligations.
Our Services
We can assist you with many services, some of these include:
- Individuals
- Partnerships
- Trusts
- Companies
- Partnerships
- Trusts
- Companies
How can we assist you?
- Flexible around your work, business and lifestyle.
- Virtual appointments
- Over the phone
- Send your information via our secure portal
- Post your information
- Take the stress out of your compliance.
- Correspond with the ATO and other organisataions on your behalf
- Non-judgemental assistance. You have nothing to feel embarrassed about
- Help catching up on multiple years, or planning ahead, we can help
Services
· Tax & Compliance
· New Business Setup
· Xero Support
· Migration to Xero
· ASIC agent
· Tax and Accounting Advice
· Tax & Compliance
· New Business Setup
· Xero Support
· Migration to Xero
· ASIC agent
· Tax and Accounting Advice
Your Digital Practice
Mortdale Tax and Accounting has partnered with Xero to provide our clients with a digital solution that allows both you and our team to reduce the time your accounting and tax compliance takes, so you can concentrate on the things that matter to you.
Ask one of our Xero advisers if you think you want to make the leap into the cloud with your business. Let us help! We did it, you can too.
Xero Features
Ask one of our Xero advisers if you think you want to make the leap into the cloud with your business. Let us help! We did it, you can too.
Xero Features
- Digital signatures - Sign your documents securely in our secure portal.
- Cloud based accounting - Access your financial accounts on the go.
- Take the stress out of your ATO reporting. - Sign and lodge your activity statements in the cloud.
Our Digital Platforms
Xero
Xero Practice Manager
HubDoc
Xero HQ
Xero
Xero Practice Manager
HubDoc
Xero HQ
Principal & Director
Lauren Faulks (nee Moule) grew up in Oatley. She started studying accounting in 2001. Lauren worked in public practice in Cronulla and Miranda before establishing Mortdale Tax & Accounting.
In her spare time, she enjoys teaching and performing music, hiking and handcrafts. She volunteers her time as treasurer and conductor of the St. George Brass Band.
In her spare time, she enjoys teaching and performing music, hiking and handcrafts. She volunteers her time as treasurer and conductor of the St. George Brass Band.
Qualifications
Certificate II in Accounting 2002 from St.George TAFE
Bachelor of Commerce, majoring in Accounting & Taxation 2006 from the University of NSW
Chartered Accountants program 2009
Top 5% in financial accounting, Chartered Accountants program
Certificate of public practice
Registered tax agent
ASIC agent
Bachelor of Commerce, majoring in Accounting & Taxation 2006 from the University of NSW
Chartered Accountants program 2009
Top 5% in financial accounting, Chartered Accountants program
Certificate of public practice
Registered tax agent
ASIC agent
Our History
The practice was established by our Principal and Director in 2010 within a lovely little shop front located on Railway Pde Mortdale. We loved the small community atmosphere and position right next to public transport. As with every business we evolved ( with some assistance from the COVID pandemic and transisitoned to an online accounting practice.
TESTIMONIALS
We surveyed our clients and this is what they said:
"Very fast turnaround & preparation of returns, friendly service" Kerry, Oatley
"Efficient, professional & friendly" Lynne, Lugarno
"You have always responded to my queries and completed my returns incredibly quickly" Amie, Padstow Heights
"Personal & caring" John & Maria, Ashfield
"Great knowledge, excellent service and timely response to questions" Chris, QLD
"Professionalism & ease of communication & timeliness" Garry & Deb, Peakhurst
"Prompt and accurate" Noel, Lugarno
"Friendly, empathetic, timely"
"Peace of mind" Peter & Catherine, Peakhurst Heights
"Fast appointment, friendly manner, quick processing time, convenient location" Andrew
"Easy to access & very helpful" Jackie, Lugano
"You are very easy to talk to. You make me feel at ease. I am not embarrassed at our financial situation"
"I liked the efficiency, friendliness, locality, cost" Carol, Connells Point
"Willingness to work in our best interest, even under challenging circumstances" Peter, Mortdale
"Love the friendly atmosphere"
"Tax time is allways easy because of you"
"Very fast turnaround & preparation of returns, friendly service" Kerry, Oatley
"Efficient, professional & friendly" Lynne, Lugarno
"You have always responded to my queries and completed my returns incredibly quickly" Amie, Padstow Heights
"Personal & caring" John & Maria, Ashfield
"Great knowledge, excellent service and timely response to questions" Chris, QLD
"Professionalism & ease of communication & timeliness" Garry & Deb, Peakhurst
"Prompt and accurate" Noel, Lugarno
"Friendly, empathetic, timely"
"Peace of mind" Peter & Catherine, Peakhurst Heights
"Fast appointment, friendly manner, quick processing time, convenient location" Andrew
"Easy to access & very helpful" Jackie, Lugano
"You are very easy to talk to. You make me feel at ease. I am not embarrassed at our financial situation"
"I liked the efficiency, friendliness, locality, cost" Carol, Connells Point
"Willingness to work in our best interest, even under challenging circumstances" Peter, Mortdale
"Love the friendly atmosphere"
"Tax time is allways easy because of you"
Fees
We feel it is important to be open about our fees**, and do not base our fees on your income or refund.
We charge on a 2 tier system.
* The services we provide are based on time, and our fees do not include any subscription or costs associated in completing your affairs. On request, we can estimate any costs to complete your affairs.
** Our fees are subject to change with inflation at the end of the finanical year, or at the direction of the principal.
We charge on a 2 tier system.
- Advisory, tax and accounting services, performed by the principle, are charged at a rate of $300 per hour. *
- Other services including remission of penalties requests, ATO payment arrangement discussions and summarising data are charged at a lower rate. *
* The services we provide are based on time, and our fees do not include any subscription or costs associated in completing your affairs. On request, we can estimate any costs to complete your affairs.
** Our fees are subject to change with inflation at the end of the finanical year, or at the direction of the principal.
HOW TO MINIMISE ACCOUNTING FEES
We are happy to assist you in every way we can. Here are some common ways of saving our time, and your money:
- Total receipts. Provide a list of items purchased, grouped into like items with totals to save us adding them up for you.
- Provide all your information in one go, rather than in instalments over weeks (that we need to print and file on each occasion).
- If you use accounting software, reconcile the bank account and provide a copy of the bank statement showing the same balance.
- 1 PDF file is faster for us to open and review, than 30 PDF files.
- Keep each year of receipts and documents in a separate folder if you have more than one return to do.
