Professional Personal Tax Services in Newcastle and the Hunter Region

At Bottrell Accountants & Financial Planners, we provide accurate, efficient, and personalised individual tax return services for clients across Newcastle, Maitland, and the Hunter Region. Whether you’re an employee, contractor, investor, or retiree, our experienced tax professionals will help you maximise your tax refund and stay compliant with the Australian Taxation Office (ATO).

With deep knowledge of current legislation, deductions, and offsets, we make tax time easy and ensure you don’t leave money on the table.

With over a decade of experience supporting businesses across various industries — including trades, construction, retail, medical, and professional services — our team of qualified tax professionals offers comprehensive, up-to-date advice designed to align with both compliance requirements and strategic goals.

Our Personal Tax Services

We offer a comprehensive range of personal tax services for individuals, families, and professionals at all income levels. These include:

• Preparation and lodgement of individual tax returns

• Late or prior-year tax return lodgements

• Tax returns for sole traders and contractors

• Investment property and rental income tax advice

• Capital Gains Tax (CGT) reporting and planning

• Tax advice for shares, crypto, and managed funds

• Deductions for work-related expenses

• Medicare levy and private health adjustments

• Tax returns for students and first-time lodgers

• Deceased estate tax returns

• Assistance with ATO letters, debts, or audits

Our goal is to take the stress out of tax season and ensure every client receives the maximum legal refund possible.

Work-Related Deductions and Claims

Understanding what you’re entitled to claim can be difficult without professional guidance. We work with clients from a wide range of industries — including trades, healthcare, education, and IT — to identify eligible deductions, such as:

• Uniforms and protective clothing

• Vehicle and travel expenses

• Home office and remote work costs

• Self-education and training expenses

• Tools and equipment

• Internet and phone usage

• Union fees and professional memberships

We stay up to date with the latest ATO rules to ensure your claims are valid and optimised for the best result.

Capital Gains Tax and Investment Income

If you’ve sold property, shares, or crypto assets during the year, we can help calculate and report your Capital Gains Tax obligations accurately. We also provide advice on minimising CGT through timing, exemptions, and offsets.

Our team also ensures investment income — such as dividends, interest, and trust distributions — is reported correctly, with associated deductions included.

ATO Compliance and Support

If you’ve received a notice from the ATO or have outstanding tax returns, we can help. We regularly assist clients in resolving:

• Outstanding or overdue tax returns

• ATO payment plans and debt management

• Reviews, audits, and tax disputes

• Income data matching and error corrections

We liaise directly with the ATO on your behalf to reduce stress and resolve matters efficiently.

Face-to-Face and Remote Appointments Available

We offer flexible appointment options to suit your schedule and location. Visit us at one of our local offices in Newcastle or Maitland, or book a phone or Zoom consultation from anywhere in Australia. We’re fully equipped to provide efficient remote services without compromising on the quality or personal attention you receive.

Book a Business Tax Consultation Today

If you’re ready to lodge your tax return or need advice on your personal tax situation, Bottrell Accountants & Financial Planners are here to help. Contact us today to book your appointment and experience expert, local service you can trust.