Wareham Accounting and Financial Services

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Introduction: I specialize in Small business taxes, tax planning and tax resolutions. 1. Front line experience -Having started and operated small businesses I understand how decisions at the retail level impact financial outcomes. 2. Industry expertise - working with industry professionals to customize tax code vs just booking blind expenses at year end. 3. Advise - Utilizing data analytics to help business owner make the right decisions. Understanding critical challenges and clients specific situations. If I can't understand what's going on in clients life(divorce, kids, medical issues going undetected, supporting elderly parents, bankruptcy, etc..) then I can't do any better then other professionals. If I can understand client specific intricacies then I can work the US Tax Code in their favor.

Overview

Hired 6 times

Background checked

4 employees

9 years in business

Payment methods

This pro accepts payments via Cash, Check, Venmo, and Zelle.

Social media

Facebook

Reviews

Customers rated this pro highly for work quality, professionalism, and responsiveness.

Great 4.7

14 reviews

5

93%

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7%

Angela W.

Nov 4, 2017

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Hired on Thumbtack

Tax Attorney

Antoine V.

Mar 25, 2018

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Hired on Thumbtack

Personal Financial Planning

Ahmed R.

Oct 11, 2017

Being a first year post doctorate from Egypt and having gotten my medical education in the United States, I know a lot about medical side of things but not the US tax code. After speaking to several colleges and then interviewing multiple tax professionals in Boston, I ended up with more questions than answers. One of my coworkers had recommended Amit Johar EA. I spoke to Amit about the particulars of my situation. What started as a basic tax interview turned into a broader conversation about, retirements, insurance, benefits, withholding's and how these elements fit into my financial picture. We ended up discussing a more comprehensive approach not only for this year but whats coming ahead. I was extremely impressed with the depth of knowledge he has on tax law and accounting. He is intelligent, polite and most importantly values his clients. Amit takes his time to understand his client's real needs and finds targeted solutions for their specific concerns. I would highly recommend Amit Johar to all my peers in the medical community

ALino B.

Oct 12, 2017

"Being a new Millennial business owner there is lot I did not know. I had ran into an issue with California Employment Development Department(EDD) and as a result a large balance had accumulated. After receiving multiple threatening letter, I reached out to several CPAs and tax professionals. I did not feel comfortable with anyone because they did not take the time to understand my situation and why it happened. My cousin had recommended Amit Johar EA. Although he does not live in California he took the time to listen to my entire situation. Before taking me on as a client he reached out the California EDD and the IRS and came up with a strategy to solve the problem on hand. Once he started the problem solved within 5-days. It was great to see that he did not mind getting out of his comfort zone to help me with this issue. Its great to know that I have a trusted adviser by my side. Amit I appreciate your quick action on this matter and look forward to long term relationship."

Juan P.

Jan 31, 2018

I have owned my restaurant for several years now. Being a Chef and owning a small business are completely different things. One really has to make decisions from marketing to menu to types of ingredients and to the type of POS system. Since I opened the restaurant, it has done incredibly well. First two years were great for business. However as the business grew so did our operational challenges. We would have sales people come in and sell us solutions that were needed but would create unnecessary expenses. We had an accountant for several years and it was good while we were relatively small. After our third year we started running into issues with Meals Tax, casflow issue, employee turnover etc… Finances just did not make sense. How was it possible to have a one of best restaurants in town and still entertain persistent issues? Finally I made appointment with several CPAs. Although they were all educationally qualified, Amit Johar EA was had a much better approach out of everyone. He spent several hours with me pouring through our financial documents, doing forensic analysis and showed me the connectivity between me and my business. Once we agreed on the set of challenges we mutually developed a plan of action that was operationally sound and tax smart. The plan entailed my vision of the restaurant backing it up with numbers. Its was sort of roadmap. Fourth month after hiring him we are starting to get ahead. One by one all issues are normalizing and finally I have control over my business. What Amit provides a small business owner is “Fourtune 500 Company’s capability” for pennies. As a chef I always buy the best ingredients for my customers. For a restaurant owner Amit Johar is the Best ingredient for their restaurant.

Credentials

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Amit Johar

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
All situations are unique and so is the pricing. At WAFS we customize solutions and strategies to fit your needs.
What is your typical process for working with a new customer?
Face to face meeting. Review of previous work Setting realistic expectations Selecting the level of guidance
What education and/or training do you have that relates to your work?
CFP certification from BU EA designation from IRS Currently own 3 different small businesses.