MORTDAle Tax & accounting

ABOUT
Taking the stress out of tax.
Mortdale Tax and Accounting was founded by Lauren Moule B.Com (Acct/Tax), CA in 2010. The office is located in Railway Pde, Mortdale, just seconds from the station.
 
How can we serve you?
  • Flexible around your work, business and lifestyle.
    • Face-to-face meeting with the accountant who will complete your work 
    • "Tea & tax" initiative, taking the stress out of compliance 
    • Over the phone 
    • Email your information 
    • Post your information 
    • Early appointments 
    • Weekend appointments 
  • Convient
    • Parking behind office 
    • Next to the station (close to buses and trains) 
  • 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

· Less stress

· Friendly

· Convenient

· Flexible

· Knowledgable

· "Tea & Tax"
Lauren Moule
Lauren 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
History
The building was constructed around 1900 and extended in the 1940's. It was used as a general store when the picture theatre operated across the road. It later became Electrotek Video Services before Mortdale Tax & Accounting opened in 2010.
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"



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.
  1. Advisory, tax and accounting services, performed by the principle, are charged at a rate of $255 per hour including GST. 
  2. Other services including remission of penalties requests, ATO payment arrangement discussions and summarising data are charged at a lower rate. 
  3. "Tea & Tax" is a 30 minute appointment per person (or 1 hour for a couple). It includes all services within that time- discussions preparation of the return. Larger returns will incur additional charges for work completed out of this time. Bookings required $130 per person. Tea, coffee, hot chocolate and biscuits are included.
We are happy to discuss an estimate of fees with you. Fees are fully tax deductible. 

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 print than 30 PDF files. 
  • Keep each year of receipts and documents in a separate folder if you have more than one return to do.

LINKS & Downloads
Compliance & Regulatory
Links to government organisations
Software & Record Keeping
Recommended software for different businesses and individuals
Mortdale Tax & Accounting Documents
Information sheets and templates to summarise your information
CONTACT
Want to know more? You can contact us with this form.
CONTACT DETAILS

mail@mortdaletax.com.au

Tel : (02) 8033 5255

99 Railway Pde MORTDALE NSW 2223

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