Accountant for Tax Refunds in Hod HaSharon

Who We Are and What We Do in Hod HaSharon

Ben Or Kook Accountants is an accounting firm specializing in supporting self-employed professionals, authorized business owners, corporations, and nonprofits in Hod HaSharon and throughout the Central District. We focus on bookkeeping, annual reports, tax planning, and most importantly—tax refunds for employees and self-employed individuals.

Typically, when a new client comes to us, they are concerned about one of three things: either they reported inaccurately in the past, they do not know if they are entitled to a refund, or they simply do not know where to start. This is where we come in.

Our service is personalized—each self-employed professional and each employee is a different case. We have clients who worked for years with Excel spreadsheets thinking they were doing everything correctly, and when we reviewed their file, we discovered they were entitled to a substantial refund. We also have clients who thought they always had to pay, only to find out they could have planned better.

We believe that a good accountant is not just someone who files reports—it is someone who explains, advises, and ensures you pay exactly what is required and nothing more.

Tax Refunds for Self-Employed Professionals and Authorized Business Owners

One of the most common questions we hear is: "I am self-employed (or an authorized business owner)—can I get a tax refund?" The answer is: absolutely, but it depends on the circumstances.

A self-employed professional earning self-employment income pays income tax installments monthly or quarterly. If at the end of the year it turns out that they overpaid (for example, because their income decreased mid-year or because they made large expenses they did not properly report), they are entitled to a refund.

The important point: to receive a refund, you must file an accurate annual report. In this report, we declare all income and all allowable expenses (tools, insurance, fuel, mortgage payments if working from home, etc.). The more documented and justified expenses, the larger the refund.

Ben Or Kook assists self-employed professionals in Hod HaSharon and the Central District in organizing all this data, filing a proper report, and ensuring no expenses are left on the table.

What Happens in the Tax Refund Process for Self-Employed Professionals?

• Step 1 — Data Collection: We ask the client to provide income statements, invoices for expenses, receipts, and bank reports. It is not always pleasant, but it is the foundation.
• Step 2 — Expense Classification: Every expense must be legal and relevant to the line of work. Not everything is permitted, and this is what we verify.
• Step 3 — Filing an Annual Report: We prepare an annual report (Form 106 or a digital report) and file it with the Israeli Tax Authority.
• Step 4 — Follow-up: Typically within 2–6 months, the Tax Authority issues a decision. If there are questions, we help respond.

Tax Refunds for Employees — What Not Everyone Knows

An employee who receives a monthly salary pays tax deductions in advance (that is, the employer deducts from the salary). Usually this is accurate, but not always.

There are cases where an employee is entitled to a refund:

• Received two salaries in a year (for example, worked only part of the year).
• Received a pay slip with double deduction or calculation error.
• Entitled to discounts (such as child discount, mortgage bank discount, or employee discount until age 60).
• Worked for different employers in the same year.
• Received additional income (self-employment, rental income, dividends) that was not included in the deduction calculation.

The important point: an employee does not need to file a full annual report like a self-employed person. They can file a "Tax Year Statement" (special form) or use the Israel Tax Authority's "Quick Tax Refund" service.

We at Ben Or Kok help employees in Hod HaSharon check if they are entitled to a refund, and if so — prepare the request correctly.

Why Choose an Accountant in Hod HaSharon Rather Than Do It Yourself?

We often hear: "Why do I need an accountant? I can use software or file a report myself." The answer is: you can, but there are risks.

First, small errors in a report can lead to an audit by the Israel Tax Authority. Such an audit is not only annoying — it can result in fines, surcharges, or loss of a refund you thought you deserved.

Second, most accounting software does not do tax planning. They simply manage records. A good accountant, on the other hand, looks at the big picture: "Are you paying too much in advance payments? Are there expenses you haven't reported? Are you entitled to discounts?"

Third, when you approach the Israel Tax Authority with a question or problem, you are alone. An accountant represents you, speaks with the authority on your behalf, and ensures they do not "shortchange" you.

Ben Or Kok in Hod HaSharon helps self-employed, employees and companies avoid these mistakes. We are not just managers — we protect you.

Common Tax Refund Mistakes — and How to Avoid Them

In our work with clients in Hod HaSharon, we see the same mistakes again and again. Here are the most common mistakes:

• Failure to report expenses: A self-employed person keeps receipts in a folder and never categorizes them. At the end of the year, they file a report with expenses much lower than reality. Result: small refund or even additional payment.
• Incomplete documentation: Lost receipts, invoices not saved, or expenses "from memory." The Israel Tax Authority does not accept expenses without documentation. You need a receipt, invoice, or bank confirmation.
• Double deduction of expenses: An expense listed both in the annual report and in salary discount. This is not allowed and can lead to an audit.
• Failure to report additional income: An employee who also worked as self-employed in the same year, or received a dividend, and did not report it. This is a type of "forgotten income" that the Israel Tax Authority often catches.
• Family "employer" — without documentation: A business owner who pays a family member (spouse, adult child) without a contract, without a pay slip, and without deductions. This is not allowed. Full documentation is required.
• Late or missing filing: An annual report not filed on time. The Israel Tax Authority charges a penalty for late filing, and it is difficult to recover.

Ben Or Kok helps you avoid all of these. Every report we file for a client in Hod HaSharon undergoes rigorous internal review — not only to ensure it is correct, but to ensure it delivers value.

Our Work Process — From First Meeting to Refund

When you decide to work with Ben Or Kook in Hod HaSharon, here's exactly what happens:

Step 1 — Initial Consultation Meeting (No Cost): We listen to your story. What do you do? What is your income? Where are you in the reporting process? Do you have a refund coming? In this meeting we check if we can help and if there's a chance of a refund.

Step 2 — Agreement and Organization: If you decide to work with us, we explain the fee, the process, and the timeline. We also manage a "task list" — what we need from you (documents, receipts, invoices) and when.

Step 3 — Data Collection and Review: You send us documents (via email or digital portal). We review, categorize, and ask questions if something is unclear. It's not always fast — it depends on scope — but it's thorough.

Step 4 — Report Preparation: We prepare an annual report (or employee statement) with all expenses, income, and relevant deductions. Before we file, we show you the report and request approval.

Step 5 — Filing with Israel Tax Authority: We file on your behalf (or help you file). We keep copies of everything.

Step 6 — Follow-up: When the Israel Tax Authority returns a decision, we notify you. If there's a refund — it will be deposited to your account. If there are questions from the authority — we help you respond.