Kershaw & Associates

Terrible Communication

TLDR: Kershaw & Associates cost us just over $14,000 in missed deductions, gave bad advice on retirement & HSA contributions, took 4 months to complete our return, and had terrible communication throughout.

We’re in our 30’s, have a family, have had the same basic tax situation for 6 years, and are middle income earners- we don’t need a genius CPA but we were hoping to build a relationship with a firm who we could grow with and become smarter about our financial picture. Kershaw is NOT it.

We used them for the past 4 years, and their service has gotten worse and worse as the firm transferred ownership.

In 2016 they missed a HSA deduction- when I found the miss (and did the paperwork myself to amend it) we came out with an extra $2,100 in refunds THAT THEY MISSED.

So I asked them to file the amendment with our 2017 taxes and Dawn wanted to charge us $300 to file it….for paperwork that I did myself, on a deduction that they missed.

I should have just stopped there, but it was already February 2018 and taxes were due- so we moved ahead with engaging them for another year.

During which they moved offices in the middle of tax season (why would they do that?) and as I was eager to get an answer on an IRA contribution we wanted to make before the April 18th deadline I followed up asking for her advice and Dawn kept saying she’d have it by week end or that she’d temporarily misplaced our paperwork.

Dawn did eventually get us an answer just before the deadline, telling us not to make a contribution for that year.

So we followed her advice and did not. April 18th came and passed, and after chasing her for another few weeks, she told us she had filed for an extension for our taxes- but did not provide an ETA, finally on JUNE 26th we got an email from Cindy that they were ready.

I’d also like to note that not once did she request missing information from us- and our new accountant said we were very organized so our documents/info wasn’t to blame for the extra time needed here.

When I went in for the tax appointment, Dawn lectured me that we should have made an IRA contribution- so I showed her her own email where she told us not to, for which she said she was mistaken- but since it was June there was no way to fix it.

She then went on to explain how “generous” she was by not charging additional for the amended return (which was only needed because of their mistake)…and that their fee had gone up by $100.

She provided no credit for the extended time, terrible communication, or bad advice that caused us to miss a retirement contribution.

The reason I’m writing this review now is because we finally pulled our head out of the sand this year and choose a new accountant.

Who at our first 1-hour meeting, pointed out another $7,000 in deductions that Dawn missed.

Save yourself time and money and stay far, far away from this firm.

Is Kershaw & Associates legit?
Kershaw & Associates is not a legit business owner or provider. They are not aggressive towards their customer satisfaction and complaint grievance, and hence 3 consumer(s) was/were given a Kershaw & Associates as a negative rating, and only a few left positive feedbacks.
Where is Kershaw & Associates located?
Kershaw & Associates is headquarted at 11850 SW 67th Ave Ste 110 Tigard, OR 97223. We do not have any affiliation with the better business bureau or yelp reviews platform. You can contact Kershaw & Associates by dialing (503) 372-6849 or visit their website
How much monetary loss is incurred by Kershaw & Associates’s customers?
According to the reviews posted by Kershaw & Associates’s customers, US $3547 was the total loss incurred, and hence the severity of the scam is high.

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3 Reviews on Kershaw & Associates

  1. I think their good works outweighs the experiences that some perceive to have had.

    I can only say positive things about the Company and will continue to refer clients. Last year after the April 17th deadline they had to move offices because their lease was up, and I give them cudos for that; they did it in two days and was back up and running.

    Alan Kershaw the founder of the company passed away and that was a hard blow, but Dawn who bought the business and worked alongside him for 10 years is very knowledgeable and keeps the same values that he had. Cindy has been with the company for 22 years and I think that says a lot about a company.

    This isn’t initially what I was going to say, but I felt like I needed to respond. Sure, they get busy and say they will try and have your taxes out within 2-3 weeks, but sometimes unforeseen things happen, and clients get pushed back a little further, but it doesn’t reflect on all the good work they do and the knowledge. I think their good works outweighs the experiences that some perceive to have had.

  2. I've worked with Kershaw & Associates for over a dozen years and they've always been fun to work with

    I’ve worked with Kershaw & Associates for over a dozen years and they’ve always been fun to work with, knowledgeable, reasonable in price and always able to get you an answer in short order to answer your question. I would highly recommend them. I’ve read the other reviews and any employees who were rude are no longer there, for good reason.

  3. I would highly recommend them for your taxes.

    Dawn and Cindy are fabulous. Dawn is a master tax preparer. We have been using Kershaw for the last 15 years. They make you feel like family. Appointments are immediate and the turnaround time is days not weeks like other places. I would highly recommend them for your taxes.

Reported Loss :3547 $
Severity of Scam :High
Reported by : Anonymous
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