KeatsConnelly

Keats Connelly is the WORST Financial Advising/​Tax Services/​Investing firm that I have ever come into contact with. They made big promises… and failed in every aspect. They have screwed up my international taxes 2 years in a row. 1) They forgot to mail me my taxes– and they sat on a desk never being mailed to me. This gave me added interest and penalties that I had to pay out of my own pocket due to their error. 2) The forgot to file additional/​supplemental forms, which also cost me thousands and thousands of dollars. When talking to the accountant he started to yell on the phone– it was so unprofessional. We never got to the money management part– however, they were never shy to charge us massive money for this… It is such a huge, complete, waste of money. Not only do they not deliver on their promises, they are extremely expensive– more so than other major international tax/​accounting/​financial planning firm. I would not recommend them to anyone– especially if they do not want to be a target by the tax man. Stay far, far away!

KeatsConnelly did my taxes last year and at first they seemed very helpful and very responsive to emails, etc. Then they said the taxes would be done at a certain date, then the date comes and goes, I email and am told next Friday they would be done. This goes on for two months. I finally talk to the CEO and is very nice and assures me the taxes will get mailed to me. Another two weeks, eventually I receive my taxes and I want an explanation for the charges that I will billed. It seemed excessive and I wanted a break down of the hours that it took to do my taxes. The CEO then tells me that they have been nice to me, but now they will have to start charging me for the time on the phone and the emails! I was never given a breakdown of the time it took to do my taxes.
I now had my taxes reviewed by another tax preparation service and they said none of my itemized deductions were taken off on my taxes. Oh, and last year was the first time I ever had to pay taxes. So I was not surprised that my taxes were done incorrectly so now I will pay another tax service to re-​do my taxes for last year so that I can get the refund that I should have originally received.
Would not recommend KeatsConnelly!!! Horrible customer service!