Mortdale Tax and Accounting

Taking the stress out of tax

About us

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 Services

 

We can assist you with many services, some of these include:

 

Income Tax Returns for:

  •     Individuals

  •     Partnerships

  •     Trusts

  •     Companies


Lodgement of your business or income activity statements.

 

ASIC agent support.

 

Setting up of various entities like:

  •     Partnerships

  •     Trusts

  •     Companies

 

Tax and accounting compliance and advice

 

New business setup

 

Xero migration and support

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

 

Liability limited by a Scheme approved under Professional Standards Legislation.

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

 

  • 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.

 

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.

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

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


"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"

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Contacts

Need to talk to us?

Phone:
0424 273 845

 

or fill out the form below to send us an email:

info@example.com

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