Personal Tax Returns – Maitland Accountants

Welcome – Personal Tax Return Services in Maitland

At Bottrell Accountants, Tax Agents & Financial Planners, we specialise in providing professional, accurate and ATO-compliant personal tax return services for individuals and families in Maitland, East Maitland, and the surrounding Hunter Region.

Whether you’re lodging for the first time, need help with complex deductions, or have overdue returns, our qualified team ensures every dollar is accounted for — and every eligible deduction is claimed.

We are committed to delivering a personal, face-to-face service you can rely on.

Why Choose Bottrell for Your Tax Return?

Local & Trusted Since 2010

Located in the heart of East Maitland, we are a proud part of the community.

Registered Tax Agents

Our team is fully qualified and registered with the Tax Practitioners Board (TPB).

Maximise Your Refund

We know where to look for deductions — ensuring you never pay more tax than required.

Transparent Fixed Fees

No surprises. Know what your return will cost before we begin.

ATO-Compliant & Secure

We stay updated with the latest legislation and lodge securely via ATO channels.

In-Person or Online Appointments

Meet with us in East Maitland or lodge remotely with our online return service.

What’s Included in Your Personal Tax Return Appointment

Review of income: PAYG, Centrelink, pensions, investments
Full review of all available deductions and offsets
Capital Gains Tax (CGT) checks (for property or crypto sales)
Medicare, private health, HECS/HELP adjustments
Lodgement directly with the Australian Taxation Office (ATO)
Electronic refund tracking
Follow-up support if the ATO has questions

Who Do We Help in Maitland

Our personal tax return services are tailored to individuals across all occupations and circumstances:

PAYG employees
Casual & part-time workers
Contractors & sole traders (with ABNs)
Students & apprentices
Centrelink recipients & pensioners
Rental property owners
Investors in shares or cryptocurrency
People with late, overdue or amended tax returns

What You Should Bring to Your Tax Appointment

To ensure we can complete your tax return in one visit, please bring:

Valid photo ID (e.g. Driver’s Licence, Passport)
Your MyGov-linked income statement or PAYG summary
Details of work-related deductions
- Uniforms, tools, travel, subscriptions, phone/internet
Private health insurance policy statement
Bank statements, dividend statements, or investment summaries
Rental property income & expenses (if applicable)
Crypto / share trading summaries
Last year’s tax return (if accessible)

ATO Changes & Key Considerations (2024–2025)

Updated work-from-home deductions (fixed rate method now applies)
Tighter rules around rental property expenses
Crypto gains/losses must be reported — even if not withdrawn
Gig economy income is now cross-matched (Uber, Airtasker, etc.)
Ensure Medicare Levy Surcharge is calculated properly if you’re uninsured

Our team stays updated with all ATO rulings to ensure your return is fully compliant — and maximised.

Personal Tax Returns – Maitland Accountants