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Wareham Accounting and Financial Services

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About
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

10 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

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

Social media

Facebook

Services offered
Accounting needs

Bookkeeping

Preparing tax returns

Managing AR and AP

Preparing fin. statements

Entity type

Individual or sole proprietorship

Partnership

C-Corp / Corporation

S-Corp

Industry

Sales & marketing

Healthcare

Technology / IT

Manufacturing

Reviews

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

Great 4.7

14 reviews

5

93%

4

0%

3

0%

2

0%

1

7%

Read reviews that mention:

pro avatar
Griffin D.

Jul 21, 2018

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Hired on Thumbtack

I have been doing my own taxes for the past couple of years. In the past I have used other accountants for various situations. Last year I had another surprising situation surface which was generating a BIG tax bill. I tried doing it myself based on the information I found on the internet. That tax bill would set me back by few months. I finally called few accounting firms. After talking to few tax preparer, I came across Amit’s firm. In the middle of February, Amit spent 30 min to understand my particular situation on our initial call. After the call we met on Sunday morning for about 45 minutes, we discussed the situation in depth and mutually agreed that the best approach was to file an extension. Providing Amit the time to come up with a strategy. In the duration he proactively kept in touch. We met for a final meeting in April to discuss three different strategies of handling this situation. In the end, instead of owing money to IRS and MA, I received a REFUND. Which I was not expecting that at all. One thing I definitely liked about Amit’s approach, “he did not rush me at all but instead thought through various approaches for my benefit”. I would highly recommend Amit Johar EA to anyone. He carries a high bar of professionalism.
Individual Tax Preparation
pro avatar
Lloyd A.

Jun 29, 2018

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Hired on Thumbtack

We recently sold our rental property which had appreciated significantly in value over the past 20 years. What we did not take into account was how much our tax liability would be and how this sale would impact our retirement income. I contacted several accountants but was not able to get their full attention regarding what looked like a simple transaction but turned out to be extremely detailed. Couple of the other professionals I had contacted did not want to take on job after learning about the specifics. Then I came across an Amit Johar who really took the time to understand what I was trying to do. Amit was proactive in his approach to asking questions and went deep into the transactions. Right from our first meeting he set appropriate expectations with options and their implications. We met several times over the course of three months. In the duration he covered every aspect of our lives for the past 20 years. From switching jobs, to kids to retirement to second home and more. Life events that I had never even considered he took the time to discuss and understand. I was told by other accountants that I could end up paying out between $20k-$50k. We are both retired and don’t have those kind of resources. At the end we were both pleased with the outcome Amit provided us with. His strategy worked… The result that Amit delivered was far beyond my expectations. When all other professionals were unsure of the outcome, Amit delivered. I would urge anyone with nearly impossible situation to contact Amit. “He’s just “GOOD”.
Individual Tax Preparation
pro avatar
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.
pro avatar
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
pro avatar
Betsy B.

Apr 18, 2017

I was so nervous to do my taxes and Amit really put me at ease with his incredible knowledge and professionalism. He's very thorough and focused. He saved me a lot of money and I could not be happier!
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Amit Johar

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