Business ProfileforFitzpatrick Professional Accountancy

THE worst professional company I have worked with. I did not pick them. My CPA of 40 years retired and sold the business to Fitzpatrick. Some of the original staff stayed. , 1. They are not located at the address shown. Instead, on Blue Larkspur In Monterey 2. Changed their company name to Versant Advisors in June, 2024. I never got the letter they supposedly sent. 3. They do not communicate with their clients. My account manager left back in 2022, I emailed my tax documents. Did not get a response and frantically called the office. There is no receptionist who answers the phone so I left a general message for him to call me back. I had to call their San Luis Obispo office since Monterey didn't respond. Several days later I got a call from another account manager to let me know she will handle my account. 4. Next time I called - no response. Several weeks later, I called and learned the lady had left. 5. If you want a company that returns calls, responds to email and keeps you informed when your account manager leaves, this is not the company for you. 6. They are good at their billing. Billed me for a completed tax return based on estimated numbers only. One would think they would have read my email or called me. They kept adding late fees. It almost gave me a mental breakdown. 7. They held my tax return hostage until I paid them. I don't take it personally since I noticed on Nextdoor that many other clients are done with them also and had the same miserable "service". You show a AAA rating - I give them a -5