Medical.Accountants
Regulated by ICAEW
Regulated by ICAEW
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Regulated & AML supervision
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100+ yearsCombined team experience
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Dental

Orthodontist Accountants

Specialist accountants for orthodontists. Specialist practice finance and tax. Fixed fees, ICAEW-regulated. Free quote.

What does an accountant for orthodontists do?

An accountant for orthodontists prepares your accounts and tax returns, keeps you compliant with HMRC deadlines and advises on the decisions specific to your work: how income is structured, which expenses are allowable, VAT where it applies and, for NHS scheme members, pension tax. At Medical.Accountants the work is quoted as a fixed monthly fee, agreed in writing before we start.

Fixed fees, specialist healthcare accountants, and every HMRC and NHS Pensions deadline handled.

  • Fixed monthly fee — no surprises
  • Specialist in NHS pension and healthcare tax
  • Onboarding within 48 hours
Get my fixed-fee quoteBook a free 15-min tax review
  • ICAEW & ACCA regulated
  • 5,000+ clients served by ACCOTAX
  • Specialist healthcare accountants

Reviewed by Waqas Sagar ACA FCCA FMAAT, Founder of ACCOTAX, 18+ years' experience · Last reviewed: 8 October 2026 · Updated for the 2026/27 tax year

Medical.Accountants by ACCOTAX, ICAEW/ACCA-regulated chartered accountants, London, serving clients across the UK. Over 5,000 clients served.

Key takeaways

  • For orthodontists, the choice between sole trader and limited company turns on profit level, how much income you draw, and whether your work is NHS employment, private practice or outside-IR35 locum work.
  • Equipment, vehicles and fit-out costs often qualify for capital allowances, giving tax relief as the assets are bought.

Which accountancy support fits your income?

Start with how you are paid. Different income sources can need different accounts, returns and expense checks.

How you workWhat we checkSupport to explore
Employed or umbrella (PAYE)Tax codes, eligible employment expenses and whether a tax return is needed.Healthcare tax refund support
Genuinely self-employedBusiness income and expenses, Self Assessment and MTD eligibility.Healthcare Self Assessment service
Your own limited companyCompany accounts, Corporation Tax, director income and off-payroll status where relevant.Healthcare limited company accounts
PartnershipPractice accounts, allocated profit and each partner’s personal tax position.Healthcare partnership accounts

Sound familiar?

Problems we fix for dentists

  • "Payments on account as a self-employed associate catch me out."
  • "I don't understand my NHS Pension superannuation."
  • "We've had a UDA clawback."
  • "Lab bills make my profit hard to track."
  • "I'm not sure whether my cosmetic dentistry needs VAT."
  • "I want to buy, incorporate or sell a practice."

What it's costing you

Leaving it unfixed is rarely free

Overpaid tax
Unclaimed expenses and wrong tax codes mean paying more than you owe, year after year.
HMRC penalties and interest
Late returns attract automatic penalties, plus interest on tax paid late.
Lost evenings
Hours spent on forms, invoices and spreadsheets after a long shift.

General examples — your position depends on your own figures.

How we solve it

What we actually do for you

Associate package

Self Assessment, superannuation and a tax reserve plan.

Practice accounts

Accounts that show UDA income, lab costs and true margins.

Incorporation review

Whether a limited company actually helps, with the figures.

Acquisition and exit planning

Goodwill, finance and tax planned before you sign.

How we help

01

Accounts and tax returns

Year-end accounts and Self Assessment or company returns for orthodontists, filed on time.

02

Fixed-fee advice through the year

Questions answered by your named accountant, without the clock running.

03

Making Tax Digital

Compatible software set up and quarterly updates filed where MTD applies.

04

Associate and practice accounts

Associate self-employment, UDA income and practice profit handled correctly.

What to know before you decide

Specialist practice income

This is one of the questions we work through with orthodontists at the start of every engagement. We look at your real income, contracts and records, set out the options in plain English and confirm the work and fee in writing.

NHS orthodontic contracts

This is one of the questions we work through with orthodontists at the start of every engagement. We look at your real income, contracts and records, set out the options in plain English and confirm the work and fee in writing.

Incorporation

For orthodontists, the choice between sole trader and limited company turns on profit level, how much income you draw, and whether your work is NHS employment, private practice or outside-IR35 locum work. A company can defer tax on retained profit but adds accounts, payroll and filing costs. We compare both on your figures before you decide.

Equipment allowances

Equipment, vehicles and fit-out costs often qualify for capital allowances, giving tax relief as the assets are bought. The Annual Investment Allowance can give full relief in the year of purchase on qualifying spending. We track assets and claim the right allowance.

Your questions answered

How are dental practices valued?

Healthcare businesses such as pharmacies, dental practices and care homes are usually valued on a multiple of sustainable profit (EBITDA), adjusted for property, contracts, regulatory rating and goodwill. Clean, consistent accounts support a stronger price. We prepare normalised figures for sales or acquisitions.

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Should I incorporate my dental practice?

A limited company can suit orthodontists with substantial private or outside-IR35 income that is not all needed to live on, because profit is taxed at corporation tax rates and can be paid out over time. It brings extra accounts, payroll and filing costs, and NHS employment income cannot move into it. We model sole trader against limited company on your real figures first.

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How is goodwill taxed when buying or selling a practice?

Orthodontists pay income tax on taxable profit at 20%, 40% and 45%, plus Class 4 National Insurance on self-employed profit. Payments on account mean your first bill can include half of next year's tax too. Where income also comes from overseas, residence status and split year treatment decide what the UK taxes.

Help with this question: Practice Purchase, Sale & Valuation for Doctors & Healthcare Professionals

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How does VAT partial exemption work for practices with cosmetic income?

Most health care by registered professionals is VAT exempt where the main purpose is protecting or restoring health, so many clinicians never register. VAT becomes relevant when you sell goods, provide cosmetic or medicolegal services, or exceed the registration threshold with taxable income. HMRC Notice 701/57 gives the official guidance.

Check the official guidance · www.gov.uk

Help with this question: VAT Registration & Returns for Doctors & Healthcare Professionals

Help with this question: Payroll & Pensions for Doctors & Healthcare Professionals

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How should NHS contract income and UDAs be accounted for?

NHS contract income, including PCN, ARRS and UDA or orthodontic contract payments, must be accounted for in the period it is earned, with clawbacks provided for. Partners' profit shares and drawings are kept separate. Accurate accounts also drive the pension certificates each partner submits.

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Does Business Asset Disposal Relief apply when I sell my practice?

Business Asset Disposal Relief may apply to the sale of a qualifying dental practice, potentially reducing the capital gains tax rate. Specific eligibility criteria must be met regarding ownership duration and business structure. We evaluate your situation as part of our fixed-fee compliance service. Proper documentation is essential for any claim.

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What are the costs of setting up a squat practice?

Setting up a squat practice involves significant capital expenditure for premises, dental equipment, and regulatory compliance. Costs vary widely based on location and the scale of the fit-out. You must also budget for professional fees and CQC registration. Medical.Accountants provides remote UK-wide support to help track these start-up costs accurately.

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How should associates and nurses be paid?

Associates are typically paid as self-employed individuals based on a percentage of their gross fees minus expenses. Nurses are usually employees and must be paid through a PAYE scheme. Employers may benefit from the £10,500 employment allowance to reduce National Insurance costs. We manage payroll services for healthcare businesses through our fixed-fee packages.

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What due diligence is needed before buying a dental practice?

Financial due diligence involves reviewing the last three years of accounts and tax returns. You should also verify UDA performance and staff contracts. Legal due diligence covers the property lease and CQC registration status. Medical.Accountants assists buyers by analysing these financial records to ensure transparency during the acquisition process.

Help with this question: Practice Purchase, Sale & Valuation for Doctors & Healthcare Professionals

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How can I fund a dental practice purchase?

Funding for a dental practice purchase can be secured through specialist healthcare lenders, often requiring a deposit. Lenders will review the practice's historical accounts and your own professional experience. Medical.Accountants prepares the necessary financial due diligence and business plans to support your application. We help you understand the tax implications of different financing structures.

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Quick quote

See what you could save — get a fixed fee in one working day

Three fields. No obligation. A specialist replies, not a sales team.

Packages for your working life

Accountancy packages for orthodontists

Self-employed income, a limited company, PAYE or a mixture: start with the support that matches how you actually work. We check your status and agree the scope and fee before starting.

Self-employed accountants for orthodontists packages

For genuine sole-trader income. We prepare your business accounts and Self Assessment, review allowable expenses and explain payments on account.

  • Sole-trader accounts and personal tax return
  • Allowable business expenses reviewed
  • Tax reserve and payment deadline guidance
  • MTD support scoped separately where required

Fixed fee quoted after a review

Discuss this package

Limited company accountants for orthodontists packages

For clinicians working through their own company. Choose Essential/Compliance, Core/Complete or Growth according to your accounts, bookkeeping and payroll needs.

  • Statutory accounts and Corporation Tax return
  • One director return for salary and dividends from the same company
  • Confirmation statement support; filing fee extra
  • Bookkeeping, VAT and payroll according to your chosen plan

Company packages from £45.83 + VAT / month

Compare company packages

Personal tax return packages for orthodontists

For employed clinicians, partners and people with mixed income who need a return. We check whether Self Assessment is required and reconcile the relevant income, expenses and pension tax information.

  • Self Assessment requirement checked
  • PAYE and other income reconciled
  • Eligible employment expenses reviewed
  • Pension tax work agreed separately where needed

Fixed fee quoted after a review

Discuss this package

Employment status is determined by the facts, not the package you choose. PAYE, umbrella and partnership arrangements may also apply. A limited company does not override IR35 or off-payroll rules, and not every employed clinician needs a tax return.

Overpaid tax?

Tax refund support for orthodontists

We review tax codes, eligible professional expenses and overpaid tax, then prepare a claim where you qualify. A refund is not guaranteed; HMRC decides the claim.

£249 + VAT

For refunds up to £5,000, our fee is £249 plus VAT. For refunds above £5,000, add 5% of only the amount above £5,000 to the £249 fee. VAT applies to the total professional fee.

Example: a £6,000 refund means £249 + £50 = £299 plus VAT.

Professional fee, excluding VAT

£249

Ask about a tax refund

This illustrates the fee only, not whether you qualify or how much HMRC will refund. We agree the claim scope and payment terms before work starts.

What's included

Limited company packages — compare what's included

Essential/Compliance

For locums, salaried GPs and dentists with a limited company

from £45.83 + VAT /month

  • FRS 105 or FRS 102 1A statutory accounts
  • Corporation tax return (CT600) and tax computation
  • Confirmation statement preparation and filing support
  • One director Self Assessment return
  • Deadline reminders ahead of every filing date

Core/Complete

For private practice, consultants and associate dentists

from £62.50 + VAT /month

  • Everything in Essential/Compliance
  • Monthly bookkeeping and bank reconciliation
  • Quarterly Making Tax Digital VAT returns
  • Director payroll with RTI filing and pension submissions
  • Quarterly review call on numbers and tax position

Growth

For clinics, dental practices and growing medical teams

from £75.00 + VAT /month

  • Everything in Core/Complete
  • Payroll for up to five employees

Prices exclude VAT. Making Tax Digital quarterly updates available as an add-on. Compare fees

Why clinicians trust us

Chartered accountants who know the NHS

  • ACCOTAX has served over 5,000 clients.
  • Regulated chartered accountants (ICAEW and ACCA).
  • Founded by Waqas Sagar ACA FCCA FMAAT, with 18+ years' experience.

Reviewed by Waqas Sagar ACA FCCA FMAAT

Chartered accountant and founder of ACCOTAX. Last reviewed October 2026.

Get my fixed-fee quote

How it works

  1. 01

    Free call

    A 15-minute chat about your income, structure and deadlines.

  2. 02

    Onboarding in 48 hours

    We set up your records, software and HMRC agent access.

  3. 03

    We handle the rest

    HMRC, NHS Pensions and every deadline, with reminders before each one.

Free resource

Get the dental expenses checklist free

Tell us where to send it and we'll email it to you.

Your questions, answered

What does an accountant for orthodontists do?
An accountant for orthodontists prepares your accounts and tax returns, keeps you compliant with HMRC deadlines and advises on the decisions specific to your work: how income is structured, which expenses are allowable, VAT where it applies and, for NHS scheme members, pension tax. At Medical.Accountants the work is quoted as a fixed monthly fee, agreed in writing before we start.
Can orthodontists claim capital allowances on equipment?
Equipment, vehicles and many fixtures used in the business normally qualify for capital allowances. The Annual Investment Allowance gives full relief on qualifying spending up to its limit, and cars follow separate rules based on emissions. Keep invoices and record when the asset was first used.
How are NHS orthodontic contracts taxed?
Orthodontists pay income tax on taxable profit at 20%, 40% and 45%, plus Class 4 National Insurance on self-employed profit. Payments on account mean your first bill can include half of next year's tax too. Where income also comes from overseas, residence status and split year treatment decide what the UK taxes.
How much does an accountant for orthodontists cost?
Our packages for orthodontists start at £45.83 + VAT a month, with Core at £62.50 and Growth at £75 + VAT. The right package depends on your income sources, whether you trade through a company and any payroll, VAT or pension work. We confirm the exact fee in writing before any work begins, so there are no surprise invoices.
Do orthodontists need to comply with Making Tax Digital?
Making Tax Digital for Income Tax applies from 6 April 2026 to sole traders and landlords whose qualifying income (gross self-employment plus property income) is over £50,000, falling to £30,000 from April 2027 and £20,000 from April 2028. PAYE salary does not count. Orthodontists trading through a limited company or a partnership are not brought in yet. We set up compatible software and file the quarterly updates for you.

Speak to a specialist today

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Related healthcare expertise

VAT Registration & Returns for Doctors & Healthcare ProfessionalsPayroll & Pensions for Doctors & Healthcare ProfessionalsPractice Purchase, Sale & Valuation for Doctors & Healthcare ProfessionalsDental accountants for associates and practice ownersLimited Company vs Sole Trader for DoctorsMaking Tax Digital for doctors, dentists and healthcare
Accountants for healthcare professionalsHealthcare tax questions answered

General information for the 2026/27 tax year, prepared from the official guidance linked below. It is not personalised tax or regulated financial advice. Rules and circumstances can change; confirm your position before acting.

Official sources referred to on this page: HMRC Business Asset Disposal Relief (GOV.UK); HMRC incorporation relief; HMRC VAT partial exemption (Notice 706); NHS dental contract guidance.

Official guidance

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