What can I add that hasn't already been said about David Fisher's practice? My mom had been using David's firm's services for over 10 years for both trust and personal taxes. When my father passed away, my mom struggled to pick up the pieces. Between filing for her own health insurance, preparing paperwork for his pension, and figuring out things she'd never had to figure out before, she was beside herself. She was diagnosed with a neurological condition and subsequently had a stroke. She was struggling to live and went into skilled nursing for a month so was unreachable. I contacted David's office since there had been an extension in filing date granted due to COVID, but wanted to also make sure I could pick things up in the meantime. I noted that there was a note saying my mom had used an incorrect TIN for one of the pieces of paperwork, and according to my mom, she'd been in the process of rectifying that problem. Finally, when she was out of skilled nursing and, thankfully, alive, in the process of engaging attorneys to establish DPOA and a trust (and figure out how to keep her home up, pay caregivers, and manage her health), I went to David's office to sign the submittals and pay for her taxes. I inquired as to why filing her personal taxes was double the cost of previous years and was told that the trouble of the incorrect TIN had "made a mess" of things and cost several hours. I'm an engineer, not a CPA, but I do know that correcting an error in a spreadsheet and communicating that to a client does not double the effort of the service. Additionally, my mom was on a fixed income, burdened with sudden insane caregiving costs, and was mourning her husband. Surely, a firm who had been preparing her taxes for over ten years would provide some reprieve and not charge her ~$1000 for her personal taxes consisting largely of a pension and social security - after all, as a family owned business, they have some discretion over what they charge clients. David emerged from his office as this discussion was happening with his wife, and subsequently asserted that if my mom was cognitively impaired and overwhelmed with grief that I should have taken over her finances earlier. My mother was a bookkeeper and fiercely independent. Additionally, I was grieving too. The absolute lack of compassion took me aback. They subsequently offered to reduce our bill if we agreed to not come back as a client, like many of the other reviewers here who have faced their rage when they challenge them. I accepted, and they offered to efile. A few days later, I received a letter and email regarding the termination of services with their firm and that they had changed their minds regarding filing our taxes - this was less than a week before the filing deadline. They also stipulated that we were not to use their work for filing, leaving a grief-stricken overwhelmed family scrambling to find a CPA all because we were "very displeased" with their services and associated lack of discretion in billing. I've attached a letter I sent back to their office that has names of their personnel and my family redacted. Only after this letter did the firm reverse their decision and opt to file. As an aside, I hired a CPA to independently review the submittals and several errors were identified; we had to file addendums/corrections after the submittal. I strongly recommend going elsewhere. I've had very few encounters with such petulant professionals in my life. read more

Fisher, David J - Letter to firm, Part 2 - Tax Services Near Me - Rohnert Park, California

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Absolutely the best CPA I have ever used. David is thorough and knowledgeable. I will never use anyone else. I have been with him for over 15 years and have never had a problem. Highly recommended. read more

David is a good guy, BUT his staff and wife are rude and terrible at making you feel like a wanted customer. I paid for multiple years of tax filing. Paid his firm a lot of money and treated badly. Im sorry I got behind in my taxes but come on !! read more

We have been clients of this accountant for the past 4 years. We received notice that we were being terminated as clients this year. Honestly we were not super impressed by their service over the past few years either considering the exorbitant fees they have charged us for the # of hours they likely put into doing our taxes. So we aren't sorry to have to go, only sorry to have to bother with finding a new accountant. This firm is in it for making money off clients and that is it. read more

David Fisher and his staff are fantastic. Dave has been my CPA since 2000 and has been a great tax advisor. I am a real estate broker and investor. My husband and I purchased a farm in 2004. David knew how to maximize farm write offs. I've referred him to many of my clients who have complicated tax situations and need an expert. read more

Our firm has used Dave Fisher's office for our toughest cases, year in and year out. Dave consistently provides an excellent work product and has been there for us during attorney mediations when we had to know the answers immediately. Everyone in Dave's firm is incredibly professional and trust worthy and the firm has a great reputation among local attorneys. I highly recommend them for complicated tax issues. While you could use an online tax service to save money, if you want expert advice and great customer service, use professionals. read more

Save your money, use Turbo Tax!!! I went there thinking they could save me money on my tax bill. I had already done my taxes with Turbo Tax and couldn't believe my tax bill was so high. so I took it to them hoping for improvement and advice. They offered no advice, no consultation and no savings whatsoever. In fact, I had to lead the "seasonal" tax "professional" through my options! I had to ask how much I would save if I opened an IRA! It was never even suggested to me. If I left it to her, I would have had to write a check for $4800! Instead I am paying $900. I complained to David saying I felt that I didn't receive any value for my $350. While he agreed that the tax preparer "dropped the ball", I was offered no discount. Don't bother with this firm. It's a complete waste of money. read more