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.