Specialist Accountants for Opticians & Optometrists

Accountants for Opticians in Tadley

CruseBurke provides practical accounting and tax support for opticians, optometrists, dispensing opticians and independent optical businesses, with clear, transparent fees and straightforward advice tailored to how your practice actually operates.

4.9/5.0

Google Reviews

⭐ What Clients Say About Us

See what doctors, dentists, and care providers say about working with us.

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Jamie Fletcher profile picture
Jamie Fletcher
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It was a pleasure working with Anum on our accounts. The whole process was swift and effortless, and it was one less thing to worry about. I'd highly recommend them.
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Mansur Liman profile picture
Mansur Liman
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Accotax have been our accountants for many years now. We maintained them, because of their professionalism. In the last coiple of years, i have working with Imran, who has been very professional and helpful in guiding us through the whole process explaining and clarifying every aspect of it. Very prompt in responding to questions and patient with us even when we seem to be slow. I really enjoy working with him. Thank you
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Muna Mohamoud profile picture
Muna Mohamoud
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I highly recommend Imran to anyone looking for a reliable and knowledgeable accountant. He helped me sort out a very complicated backlog of accounts and prepared my overdue tax returns with professionalism and attention to detail. Throughout the process, he was incredibly patient, took the time to answer all of my questions, and explained everything clearly. He guided me through each step and helped rectify issues that had built up over time, making what felt like an overwhelming situation much more manageable. I'm very pleased with the service I've received and truly appreciate his support. If you need help with your accounts or taxes, I would highly recommend Imran.
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Sergey M profile picture
Sergey M
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I had a positive experience with Accotax. The work was completed promptly, my tax return was successfully filed, and I received a refund of overpaid tax. I found the cooperation efficient and helpful. Special thanks to Muhammad Saifullah for his assistance.
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Ebba Qureshi profile picture
Ebba Qureshi
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Fabulous team at ACCOTAX - very efficient and good response time . Honest and professional with their work. I would highly recommend them even if you’re a young start up - or a large business they have it covered .
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Mael Leboucher profile picture
Mael Leboucher
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We worked with a few different accountants before finally settling with Accotax, and we’re really glad we did. Their team is great. Abdul is responsive and easy to reach whenever I have a question, which makes a big difference. They take the time to understand how our business works and what our needs are. They are very knowledgeable, and when they don’t have the answer straight away, they take the time to look into it and get back to us quickly. Anum, who looks after our account on a day-to-day basis, including reconciling invoices and preparing the annual accounts, is amazing. She is professional, efficient, and follows the processes we have put in place together. She's also very quickin getting back to us whenever needed. We’re very happy to work with her and hope to continue doing so for as long as possible. Overall, Accotax has made our accounting experience much smoother and easier. We see them as a long-term partner as our business continues to grow. I would 100% recommend them.
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3rd Hub
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Imran provides a very dependable and straightforward accounting service. He is always responsive and professional when managing our accounts. Excellent support.
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Martin Tyrrell profile picture
Martin Tyrrell
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I have really impressed to date with all dealings with Accotax highly enough. From day one, they've made what can often be a complicated and stressful part of running a business feel straightforward and hassle-free. A special mention has to go to Anum, who has been friendly, incredibly responsive, and genuinely cares about providing the best possible service. No question is ever too much trouble, and she consistently goes above and beyond to make sure everything is dealt with efficiently. I wouldn't hesitate to recommend you to anyone looking for an accountant they can genuinely trust.
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Matthew Lyon profile picture
Matthew Lyon
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Great speedy service and very personable. Anum dealt with my income certificate and did everything quickly and helped me out massively. Very happy with the service provided.
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Opticians and Optical Businesses We Support

Accounting needs vary widely across the optical sector, which is why Accountants for Opticians in Tadley work with a broad range of professionals and practices. That includes self-employed locum optometrists, dispensing opticians, partners in an independent practice, and limited company owners running a dispensing business with staff and stock. A sole trader earning mainly from eye examinations faces different reporting requirements from a practice that also sells spectacles, contact lenses and other optical goods. How someone earns income, whether they hold stock, and the legal structure they trade through all shape the bookkeeping, tax and compliance work involved.

Independent Opticians

GOS income reconciliation, VAT apportionment between exempt sight tests and taxable dispensing, stock control and owner profit extraction.

Locum Optometrists

Self-assessment, IR35 status on agency work, GOC and professional fees, mileage between practices and equipment claims.

Optometry Clinics & Multiples

Management accounts per branch, partial exemption calculations, payroll for optical assistants and funding for new sites.

Private & Specialist Eye Care

Ophthalmology and refractive surgery providers: company accounts, VAT on cosmetic versus medical treatment and capital allowances on equipment.

Our Accounting Services for Optical Practices

Optical practices rarely fit a single mould, so the services we provide are shaped around your circumstances rather than applied as a fixed package. Depending on how you trade, that could include bookkeeping that separates professional fees from retail sales of spectacles and contact lenses, annual accounts, Corporation Tax returns, and Self Assessment for sole traders and partners. Many practices also need payroll for optical staff, management accounts to track margins on frames and lenses, stock and equipment records, and VAT support where different supplies are treated differently. Tax planning and help with choosing or changing a business structure are available too. We agree which services are relevant to you before work begins.

Optical Tax Planning

Incorporation reviews, capital allowances on OCT scanners and consulting room fit-out, and profit extraction planning for practice owners.

Payroll & Pensions for Optical Staff

Payroll for optometrists, dispensing opticians and optical assistants, plus auto-enrolment, statutory pay and locum payments.

Bookkeeping for Optical Practices

Cloud bookkeeping that reconciles GOS payments, private fees and retail till takings so your figures are accurate all year.

VAT Apportionment for Opticians

Sight tests are exempt while frames and lenses are taxable, so a mixed supply needs apportioning. We use an HMRC-acceptable method and defend it if queried.

Management Accounts & Reporting

Reports showing tests per day, dispensing conversion, margin per branch and profit trends, so decisions are based on real numbers.

Key Accounting Challenges for Optical Businesses

Optical businesses often combine clinical work with retail, which makes the numbers less straightforward than they first appear. Add stock, equipment, staff and differing VAT treatment on services and goods, and sound record keeping becomes essential rather than optional.

  • Mixed income streams: Eye examination fees, contact lens plans and frame sales behave differently, so they need separate tracking.
  • Stock and inventory: Frames, lenses and contact lenses tie up cash, so accurate stock figures matter at year end.
  • Equipment and professional costs: Testing equipment, practice software and continuing professional development need correct treatment and clear records.
  • VAT on mixed supplies: Professional services and optical goods can be treated differently, so classification of each supply matters.
  • Staff and locum payments: Practice staff on payroll and self-employed locums need different handling around employment status and tax treatment.

Why Specialist Accounting Support Matters for Optical Businesses

An optical practice is not quite a professional services firm and not quite a retailer, which is why standard accounting templates can miss important detail. Income may arrive as examination fees, contact lens subscriptions, spectacle sales and other optical services, and each stream has its own bookkeeping and tax implications. Stock, testing equipment and practice premises add further transactions that need recording properly. Specialist support helps keep those records accurate, explains what can be claimed as a business expense, and makes Self Assessment, Corporation Tax, payroll and VAT administration far less of a burden. The right approach depends on your structure and circumstances.

Real Optical Expertise

GOS income, voucher values, partial exemption and dispensing margin — no explaining required.

Built Around Your Practice

Independents, multiples and locum optometrists each get a different service, not a template.

VAT Apportionment Done Right

We use a defensible apportionment method and keep the workings ready in case HMRC asks.

Fixed, Transparent Fees

One agreed monthly fee with no hourly billing and no surprises at year end.

Clear Margin Reporting

Management accounts that show where the profit actually comes from, test by test and branch by branch.

Named Accountant, Real Answers

You deal with the same qualified person every time, by phone or email, not a call centre.

Our Simple 3-Step Process for Optical Businesses

The process is built to suit how you actually work, whether you are a self-employed optometrist, a dispensing optician, a partnership or a limited company running a practice. The aim is simple: understand your business, identify what is required, then keep things running smoothly. 1. Tell Us About Your Business: We start by understanding your services, how you are structured, where your income comes from and how you handle optical goods or stock. 2. Review Your Accounting Needs: From there we identify the relevant requirements, such as bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll and VAT support where applicable. 3. Receive Ongoing Support: Support then continues in line with your needs, adapting as the practice grows, changes structure or takes on staff.

1. Initial Consultation (It’s Free):

We begin by getting to know your practice and understanding your unique needs. This step ensures we have a clear picture of your operations and your goals.

2. Customised Plan:

Based on our initial discussion, we create a personalised plan designed specifically for you. The aim is to keep everything organised and easy to follow. You can rest assured that your numbers are being handled with expert precision.

3. Ongoing Support & Updates:

From there, we take care of the ongoing work and keep you updated with reports. You’ll always know what’s happening, and we’re always here to answer your questions, ensuring you have a clear picture of your financial health at all times.

Accounting Support Built for Optical Practices

Optical practices need accounting support that reflects the way they trade. That means bookkeeping that keeps professional fees and retail sales of spectacles and contact lenses clearly separated, so you can see where margins are actually being made. It also means recording stock, equipment purchases and practice premises costs properly, handling payroll for staff and keeping financial records in a state that stands up to scrutiny. Where VAT applies, the treatment of professional services and optical goods can differ depending on the nature of each supply. Tax administration, year-end accounts and Corporation Tax or Self Assessment work all follow from accurate records, and support is shaped around your specific set-up.

Technology Driven

Using the latest technology to offer customised financial strategies that help healthcare practices grow and thrive.

Named Optical Accountant

A dedicated accountant for opticians who understands GOS income, stock and dispensing margin.

Ongoing Support

Our team is here whenever you need guidance. We offer unlimited support to ensure your financial management is always on point.

Experienced Team

Our team has over 100 years of combined accountancy experience.

Free - Email Reminders

Never Miss any deadline with our automated email reminders.

Yes, We Are Chartered!

We’re an ICAEW, ACCA & AAT accredited Firm.

How to Join/Switch

Take a back seat and let our expert accountants handle everything. Here’s how easy it is to get started with us:

Get in touch

Reach out to us, and we’ll discuss your needs and how we can help your healthcare practice thrive.

Letter of Engagement

We’ll send over a simple letter to formalise our partnership and get everything in motion.

Previous Accountants

If you're switching, we’ll take care of contacting your previous accountants to make the transition smooth.

We Do the Rest

From there, sit back and relax. We’ll manage your accounts, taxes, and everything in between, keeping your practice running smoothly.

FAQs

Accountants for Opticians handle the bookkeeping, tax returns and financial reporting that optical professionals and practices need. That usually means keeping professional fees and retail sales of spectacles and contact lenses separate, preparing annual accounts, managing Self Assessment or Corporation Tax, running payroll and offering VAT support where it applies to your supplies.

Support is available whether you are a self-employed optometrist, a dispensing optician, a partner in an independent practice or a limited company running an optical business. Requirements differ depending on how you earn income and how the business is structured, so the work is tailored to your circumstances rather than applied in a fixed way.

Yes. Self-employed optometrists and locum opticians typically need Self Assessment, accurate records of fees earned, and clear tracking of travel, equipment and professional costs. If you also sell optical goods, those sales need recording separately, and how they are treated for tax and VAT depends on your individual circumstances.

It varies. A practice selling spectacles and contact lenses usually needs bookkeeping that separates clinical income from retail sales, plus stock records, annual accounts, payroll for staff and VAT support where applicable. A sole practitioner working alone may only need Self Assessment and straightforward bookkeeping. We agree the relevant services before any work begins.

Yes. Limited company optical practices need annual accounts and a Corporation Tax return each year, both of which rely on accurate bookkeeping throughout the period. Allowable expenses, director pay, stock valuation and equipment purchases can all affect the figures, so they need reviewing in line with your company's particular circumstances.

Not every optical business is registered, but VAT can be relevant. Professional services and optical goods can be treated differently, and the position depends on the nature of each supply and your business's circumstances. If you are registered, sales of spectacles, contact lenses and other goods need careful classification, so specialist advice matters.

Frames, lenses and contact lenses should be recorded as stock and reviewed regularly, so valuations at year end reflect what you actually hold. Expenses such as testing equipment, practice software, insurance and continuing professional development should be logged with receipts, since what is allowable depends on the cost and your circumstances.

Yes, switching is usually straightforward. We can manage the handover with your existing accountant, review your records and make sure nothing is missed for filings already due. It helps to have your latest accounts, tax returns and bookkeeping up to date before the change takes place.

Speak to an Expert

Need Accountants for Opticians in Tadley Who Understand Your Business?

Juggling examination fees, frame and lens sales, payroll and VAT on mixed supplies can leave little time for the numbers. CruseBurke provides bookkeeping, Self Assessment, annual accounts and Corporation Tax support built around optical businesses, with clear fees and no hidden extras. Get in touch and we will help you make sense of it all.