Accountant for Doctors in Herzliya

Why Do Doctors in Herzliya Need an Accountant?

A self-employed doctor or private clinic owner faces completely different accounting complexities compared to salaried employment. You need to manage income, handle medical expenses, report to the tax authority, manage national insurance, pension, and VAT registration if applicable. All this while you're busy treating patients.

Ben Or Kook Accountants specializes in advising doctors in Herzliya and throughout the central region. We understand the intricacies of operating as a licensed healthcare professional — from monthly reports to the tax authority through preparation of the annual report.

What Exactly Do We Do for Doctors?

When a doctor opens a licensed business or clinic in Herzliya, new obligations arise immediately. We handle all of this:

• Daily bookkeeping — recording income from treatments, medical expenses (materials, equipment, staff salaries if applicable), rent and national insurance payments.
• Periodic reports — monthly reports to the tax authority, VAT report if you are registered, and management of tax advance payments according to authority instructions.
• Annual report — complete preparation of your annual report, verification of tax relief eligibility, and filing with the tax authority.
• Tax planning — review of deductible expenses you are entitled to claim, options for dividend payments if you operate as a company, and efficient arrangement of tax advance payments.
• Payroll management — if you have employees at your clinic, we handle payslips, mandatory deductions, and reports to the national insurance authority.

What Types of Doctors Do We Work With in Herzliya?

We work with all types of doctors — dentists, general practitioners, clinical psychologists, physiotherapists, plastic surgeons and all other medical specialties. Whether you are just starting out (opened a business a year ago) or already experienced, we tailor our services to your scope.

Some of our clients are doctors who still work securely in another position (employed at a hospital, for example) and built a private clinic on the side — this is more complex, and the issue of dual income and deductions requires special attention.

Expenses Doctors Often Forget to Deduct

One of the common mistakes we see: doctors don't deduct expenses they are allowed to claim. This directly impacts their profit and the taxes they pay.

Expenses typically allowed to be deducted:

• Medical materials and treatment equipment (needles, tests, instruments).
• Employee salaries at the clinic (nurse, secretary).
• Rent or portion of rent if the clinic is in your home.
• Professional liability and malpractice insurance.
• Training courses and professional development.
• Phone, internet and electricity expenses — on a proportional basis.
• Cleaning and maintenance of the clinic.

Generally, any expense directly related to your business and that can be documented is a legitimate deduction. But you need to keep receipts and invoices — this is our tool to prove to the tax authority that you are not claiming false expenses.

What Happens in Stages When You Start Working With Us?

When a doctor in Herzliya contacts us for the first time, we don't start immediately with invoices. First, there is an initial consultation meeting at no cost. We listen to your story — when you opened your practice, how many patients you see per month, whether you have employees, and what your current tax situation is.

After that, if you're interested, we:

1. Collect documents — old invoices, receipts, payroll slips if applicable, documents from the tax authority.
2. Review the history — if you've filed reports before, we check that everything is in order or if something needs to be corrected.
3. Update the system — we enter all your data into a digital accounting management system that you can also access.
4. Begin forward reporting — from the next month, we handle all reports, monthly statements and VAT reports if applicable.

Herzliya — Local Service With National Strength

We are an accounting firm based in Ben-Zion Kook, with offices in Netanya, Ramat Gan and Petah Tikva. You're in Herzliya? We're here for you. We work with doctors and clinics throughout the center — Herzliya, Kfar Saba, Ramat HaSharon, Tel Aviv and surrounding areas.

Our service is digital and personal at the same time. You can send us receipts through our app, and we handle everything else. If you need to speak with us face-to-face, we are available for a meeting in Herzliya or anywhere else in the area.

Common Mistakes Doctors Make — And How to Avoid Them

In the years we've worked with doctors, we see the same mistakes recurring:

• Not recording expenses — a doctor purchases medical supplies at significant cost and doesn't keep a receipt. This means he pays tax on higher income than reality. Keep every receipt.
• Confusion between personal income and business income — if you work both in security (salaried at a hospital) and as self-employed, you need to separate the two incomes. This affects advance payments and the annual report.
• Failure to report income from treatments not processed through the bank — if a patient pays in cash, it's still income that must be reported. It doesn't matter if it goes into a bank account or not.
• Forgetting an annual report or VAT report — missed filing deadlines can lead to penalties. We maintain a schedule so this doesn't happen.
• Failure to document employee salaries — if you have a nurse or secretary in the clinic, you need a formal payroll slip and all reports to the National Insurance. It's not just a receipt on paper.

When Should You Contact Us?

If you're a doctor in Herzliya or the surrounding area, it's worth contacting us in any of the following situations:

• You opened a licensed practice or clinic in recent months and haven't yet dealt with accounting.
• You already work with another accountant but you're not satisfied — easy transition with no problems.
• You're not sure if you're paying too much tax or if you're entitled to a refund.
• You have a specific question about taxes, expenses or reporting — you can book a one-time consultation.
• You want a digital service where you can easily send receipts and we handle everything else.

Costs and Pricing — What to Expect?

We do not offer a fixed price for every physician, because each business is different. A doctor who has just started with a small clinic in Herzliya does not need the same level of support as a large clinic with three employees.

What we do offer is:

• Transparent pricing — you know exactly how much you are paying and it does not change mid-year.
• Flexible pricing — our pricing depends on the scope of your business activity (how much income, how many employees, how many reports).
• No hidden fees — everything we do is agreed upon in advance.

In the first free consultation meeting, we will listen to your details and will be able to offer a price range accordingly. You are not obligated to anything at this stage.

Digital Service — How Does It Work?

Most of us work digitally. This means you do not need to bring a folder with receipts to a meeting. Instead:

• You find a receipt or invoice on your phone — you photograph it or send it by message.
• We add it to our system.
• Each month, you can log into the dashboard and see your data so far.
• We handle reports, statements, and all administration from our end.

If you prefer to meet in person, we are available for a meeting in Herzliya or the surrounding area. But most of our clients find that the digital service saves time and effort.