They set up estimated taxes for me, and I ended up underpaying by several thousand dollars. I would not even think of recommending this business. If there was an option for zero stars, I’d choose it.
Lisa H.
Évaluation du lieu : 1 Brookline, MA
I had a complicated tax situation this year, having done independent consulting work, and I was a little nervous that I wasn’t answering all of Turbo Tax’s questions correctly. It seemed it was time to go with the pros, so I set out to find my very first accountant. I wanted to find one who had experience with self-employed folk, so I got a referral from a friend-of-a-friend to use Gerry Keohane. Worst decision ever. I dropped off all my tax information to Gerry in April. I did this in person because I wanted to meet and shake the hand of the person who would be handling this sensitive task for me. I was met with assurances and led to believe that my taxes would be filed by the April 15 deadline. They were not. Big red flag #1. I tried to contact Keohane for a month without any response. Let me just say here that I’m a goody-two-shoes. I am not the person who files taxes late. I panicked when I didn’t hear from him. When he finally deigned to respond to me in late May(or was it June?) he informed me that it was fine to wait till October to file them, because I wasn’t going to owe anything on them. So, without asking me if it was ok with me, or even informing me of his actions, he decided to wait till October to file my taxes. Didn’t seem cool to me, but he did say that he does not file his own taxes until October 15, and he said he found a bunch of important deductions that Turbo Tax hadn’t found, so it must be ok, right? Fast forward 6 months, I still can’t get in touch with this guy through any means: email, voicemail, messages with the admin. You’d think that sometime between April & October he could have finished this? No attempts at communication get through to him. October 15th comes and goes, and still no taxes filed, no contact from him. At this point I just want my original forms back, so I can go back to Turbo Tax.(Aah, Turbo Tax, the reliable tax preparer of all my prior years. Why did I turn my back on you? I would have safely paid ridiculous amounts to the IRS and not been in trouble with that same scary agency.) December arrives. In my naïveté I assume that this is somehow meaningful in the tax world. I assume that if I at least file these babies by Dec. 31, then I will have minimized some impending damage.(This turns out to be wrong, Oct. 15 is the last possible date to file, and only if you owe nothing). I step up my efforts to call him. I put an entry in my Google Calendar to call him every day, and I start doing that. One day, he calls back, but says he has a question(couldn’t ask it in April? May? June? July? Aug… you get the idea.) But when I try to return his call to answer the question, we’re back to incommunicado. Monday, the week of Christmas, I called his office admin and told her I was coming to get my forms that afternoon. Surprisingly, he called me back. Said he was out of the office for some Christmas shopping. Glad to know he’s making good use of the time he isn’t spending on filing my taxes. He whined and moaned about what a sacrifice it would be for him to do my taxes this week. I told him he was not getting paid and that I was still coming to get them tonight. Miraculously, in one evening, he got them«done». He sent them to me by snail mail. I owe almost $ 2000. Not much of an improvement over Turbo Tax. The late penalties & interest from the IRS are going to be huge — for each month past April, they accumulated. Every month counted — not just October and December. I noted that he conveniently left the date off of his signature line on the tax forms. Does he think he’s going to claim that he sent them to me months ago? I have phone records and emails that show what was happening, and I also oh-so-cleverly saved the envelope in which he sent the completed forms back to me, with the postmark date very clearly intact. All of this is being attached as evidence to the complaints I’m filing against Keohane with the state licensing board, the MA Society of CPA’s, and the IRS. He shouldn’t have a license, and I hope this review saves others from his bait-and-switch claws.
