Julie and her team are prompt, professional and amazing at what they do. I emailed with a couple questions and Julie quickly responded, even though she must of had a pile of clients. She also helped me through the delicate process of filing my deceased sisters taxes with care and compassion. I would highly recommend them. read more

I just had HM Partners prepare my individual tax return and I found them to be great. Their prices are competitive, service is prompt, and they're responsive. I recommend anyone looking for a firm to give them a try. read more

Elizabeth was not just what I needed, but everything I hoped for as well! Fast, easy to communicate with, accurate, thorough... Tax prep this year was a breeze thanks to her. Well worth it -- I won't do it again myself! HIGHLY recommend! read more

Very efficient and personal. Dropped my stuff off and had to wait to get a couple items. Elizabeth worked on my return and everything was done up to that point. Once I got the items, booked an appointment within a day for a Saturday and everything was done in matter of minutes. Elizabeth is super friendly and nice. Very reasonably priced. Highly recommend. read more

Hi, This company is amazing. They took me last min and did my taxes timely. I would highly recommend read more

Great, quick, efficient first time experience here. My taxes were very straight forward but I was looking for professional advice on whether I should change a few things, I got that. Appropriately priced. Street parking. read more

Thank you Liz for taking care of us. We appreciate you taking your time in helping us with our taxes. You provided excellent customer service and you were very knowledgeable 2nd visit read more

After 6 years of stressing out over Turbo Tax, my husband and I decided to have a professional file our joint return and I am so glad we found Elizabeth and Julie. I sent an email inquiry through their website and received a phone call within 10 minutes. Julie was so helpful over the phone and we scheduled an appointment the next day to drop off our paper work. Both Julie and Elizabeth are extremely knowledgeable and professional. Filing and reviewing our return has never been this stress free in years. Thank you HM Partners! read more

Thank you fellow Yelp reviewers for helping us find HM Partners. Elizabeth provided us the best tax services we ever received - and at a lower costs than we're used to paying. We will be coming back to HM Partners from here on out. We've been looking for a competent tax preparer since our old provider moved away, only to find professionals with outrageous prices or "work-from-home" amateurs with equally outrageous prices. When we met with Elizabeth from HM Partners, she demonstrated a real knowledge of the tax law and a solid understanding of potential deductions and liabilities that impacted our return. While entering our information, she provided smart retirement investment tips and potential exemption changes that would benefit our family. That was just casual conversation - no added cost. She also discovered an error in last year's tax return - prepared by another businesses - which resulted in an additional refund. This was, by far, the best experience we've ever had preparing our taxes. Their prices are lower than we've paid in the past and equal to or cheaper than what other local providers charge (we called around prior to selecting HM Partners). The secret will be out soon - HM Partners is the best in Sacramento. read more

HM Partners are amazing. Julie answered all of my questions quickly & my tax returns were prepared efficiently and accurately. Document upload is secure and easy to do. Pricing is reasonable. HIGHLY recommend. I will definitely be returning. This company are rock stars. read more

My husband and I recently moved to the Sacramento area and needed a new tax preparer. Then Insert the challenges of COVID and here I was searching on line for someone willing to work with us remotely. Julie and the team at HM Partners were very professionally, responsive and knowledgeable. She was able to prepare our taxes and file all on line and was willing to answer all of my questions with a couple of phone calls. We used dropbox and the whole process was seem less. We will be using them again for sure!! read more

Second year partnership! Julie is available by email and we were able to do most of the services this year electronically due to COVID. She provides helpful suggestions. If you do see their office, it is a very modern home nicely renovated. Will definitely refer people I know to them and will continue to get our taxes done here. read more

Best place to get your taxes done. Highly professional and very knowledgeable. Elizabeth has done my taxes in the last couple years and have met the expectations every time. read more

Great tax experience for my fiance and I. Reasonable and comparable prices. Will continue to use each tax year.

It was so great to talk with Julie today. In my 15 years of self employment, I have never had a tax professional take such a genuine interest in my unique situation and take the time to explain my options in great detail. Compassionate, sincere, incredibly knowledgeable and helpful. I will wholeheartedly recommend and refer my clients to HM Partners. read more

Fair fee, very knowledgeable and fast response , i file my taxes on the secure page they work on you can message them and upload documents there too. Thank you read more

I received a letter from the IRS with a due date of July 1st. On Friday, June 28th I realized July 1st was "tomorrow" in business days. I called several tax offices. Most didn't answer their phones and those that did, All pretty much told me the same thing, "you need to have all of your tax documentation , but even with that you can't get this done in time." I switched to Yelp and found the top rated tax service, which was HM Partners. I called and Julie answered the phone. She was sooo nice to me and helpful. Within an hour I was sitting at her desk, only armed with the letter from the IRS. Less than two hours later, after I provided only my authorization for her to gather my information and speak on my behalf, without any work or documentation provided on my end, she had faxed the IRS what they had been requesting from me. She totally saved me and she seemed to genuinely care about my dilemma, even though it was self inflicted. That weekend she gathered all of my other outstanding items with the IRS and had a plan for me by Monday morning. A couple of days later everything else had been completed as well. She's now working on some of my outstanding items with state. Again, with me simply providing my authorization, I don't have to worry about a thing. I am TERRIBLE with my taxes. I hate them and they overwhelm me. Julie took all of that off my shoulders and what a relief it is! Their prices are reasonable and a huge bargain considering the stress relief alone. This has been hanging over my head for YEARS. It's gone now thanks to Julie. I will never go anywhere else. I HIGHLY recommend!!! read more

Julie and Elizabeth have been wonderful to work with from the very beginning. I am scattered at best when it comes to my business bookkeeping. I am a creative person so numbers are not my bag! I am so glad we found Elizabeth and Julie to straighten out the snarled mess that is my bookkeeping and taxes. They are friendly, prompt, and professional! Everything this number-challenged business owner could ask for and more. read more

Hello, its April 6, and my K-1 arrives by special carrier. OMG it's my inheritance, I was not prepare to review these schedules, nor have i ever filed a return with large numbers. if you get it wrong, Govt comes back with an assessment for misfiling your return. So I call three tax firms, and make three appointments. HM was one of the three, I felt HM was more concern to learn my situation and correctly file my return timely under short notice. while the other two firms wanted to know, why i was contacting them. I did bring my package in a tab binder, and prepared a summary memo explaining my tax year. They were pleased and glad it did not show up in a shoe box. Today, i did my bank check reconciliation, taxes paid were received by the government, now i can relax and drink my ice tea. I am recommending folks to give HM a chance to prove their skills, I was treated as a customer, not a number. read more

These two women are the epitome of the quip, 'The best man for the job is a woman'. Can't give this company enough kudos. Timely, efficient, professional, friendly. I was dissatisfied with the tardiness of my long-term tax preparer, so I decided to try someone new. AND BOY AM I GLAD I DID. 60 Yelp reviews, and almost all 5 well-deserved stars. And I just became #61. read more

Absolutely the best. I found HM Partners on Yelp because my previous accountant of more than 10 years decided to take my business and myself for granted. So glad he did because HM was able to help me get the tax deductions and game plan he failed to. Julie was able to amend my previous taxes and I'm now getting a refund. She explained everything she did and answered my many questions with insight and confidence. I recommend her to anyone who needs and excellent accountant!!! read more

After a divorce I needed a new CPA for tax prep. Julie was responsive, attentive, and addressed my questions. They charge fair prices and I'm happy to support a women-owned business. Recommend! read more

We've gone through countless EAs and CPAs over the past few years as finding someone who combines craft expertise, virtual/tech-savviness, and the ability to effectively explain tax concepts has been shockingly difficult. After our phone chat and hour long consult with Julie, we're super glad to have finally found the combo of all of this and we got a ton of helpful advice that was succinctly and clearly explained! She was very prepped and professional, and we're excited to partner with her for upcoming tax prep and ongoing consultations. We highly recommend this practice!! read more

Another amazing experience with Julie for our 2020 tax returns! She made the virtual experience easy and convenient, but still remained incredibly accessible and responsive to our (many) questions. We had a lot of life events in the last year and, therefore, had a lot more questions and she handled them all with ease, expertise and good humor. Highly recommend. read more

I went to HM partners for a notary, they were great! Very friendly and personable. I also needed a translation and apostille done the same day, one of the customers who was walking out at the same time pointed me towards https://apostilleprostranslations.com/ Thank you guys for you busness! read more

Elizabeth has helped me multiple times over a number of years and I couldn't be more appreciative and satisfied with her service. She's always eager to help and gets back to me in a timely manner. I highly recommend using her for your all your tax needs. read more

I cannot be thankful enough for the help i got from them. Specially Julie, you are the best. My experience with you was remarkable. A stress and very overwhelming experience turned out to be less stressful, less overwhelming and VERY affordable, for the amount of pages i have to had get signed. You notary service are exceptional. Thank you so much. I will definitely be coming to you guys again read more

So I have been looking for a new tax preparer for my business because I am no longer satisfied with my current one. I did a google search and found HM Partners. Took a few minutes looked over their website which was easy to navigate through. I had some specific questions and setup a consultation with Elizabeth. They were very flexible with scheduling and I was able to setup a time the following day. The fee for consultation was $50 which is completely reasonable. All my expectations were met after meeting with Elizabeth. She was easy to talk to, answered all my questions, and was very thorough in explaining everything. I really appreciate that I was not rushed and just felt taken care of. End result I have found my new Tax Preparer, and would absolutely refer them to other small business owners like myself. read more

They provided a quick estimate and was able to fit my husband and I in that same day. We received our invoice and completed documents through a easy to use portal the next day! Everything has been seamless! read more

I was able to file taxes with JULIE MORANDI. This was my 1st time using HM. Julie was very nice & listened to my tax concerns. We were done in about 30 minutes. She was able to give me better pricing than other tax preparers. So I will be going back next year, and would recommend her to others. read more

My husband and I incorporated our business last year and needed a CPA. We found HM partners on Yelp and have been working with Julie and Elizabeth for about a year now -- it's been great! They are super attentive and take the time to explain things, are very responsive and prompt. We've mostly been dealing with them through email, but I had a chance to meet Julie in person in their office and she's been extremely friendly, attentive and accommodating. We love working with Julie & Elizabeth and highly recommend HM Partners! read more

Elizabeth helped me attend to my taxes in a very easy way! With my schedule, I'm always on the move and it makes it tough to get things done. Elizabeth called me back promptly after my initial email and we talked on the phone about my tax situation. Then, using an encrypted platform, we exchanged the appropriate information to get everything in order. The whole process was very seamless and efficient and I'm confident with her work. read more

Up until this year my wife and I have always done our taxes ourselves online. Although that has always been fine in the past and I've never had any issues arise , I didn't realize just how much I was unaware of in the world of taxes. As our finances grow and know I have a professional that I trust and can refer to with all of my questions and I feel safe not trusting an online platform with my financial responsibilities. I highly recommend using a professional, it's not very expensive when you consider they know what they're doing and you don't know what you don't know. read more

I recently retired and knew that my tax preparation would be too complicated for me to handle. On the advice of a friend, I emailed HM Partners and heard back very quickly. Shortly thereafter, an appointment was set. I brought the necessary documents with me to the appointment and within 45 minutes both state and federal taxes were completed. We also reviewed tax implications for 2020. I highly recommend HM Partners! read more

Contacted HM Partners after years of using Turbotax to realized that this time it didn't make sense after an entire year of owning a home and a lot more of medical expenses. We thought we would get something back vs. Having to pay back back. Julie who was able to call me the next day for a free phone consultation and explained to me about everything. She was very nice and knowledgeable. She was able to schedule us in as well to meet with her to compare the result with her and through turbotax. Her prices are beyond reasonable. Even though at the end I decided to not go with HM Partners, I did leave more insight on how tax and all the new changes work. read more

Julie Morandi, Partner at HM Partners deserves 10 stars. She is simply a delight and makes us look forward to doing taxes as it's an opportunity to see her! Julie has advised us on much more than just taxes, she helps us plan for the year by identifying the correct tax withholdings for the year (allowing us to avoid owing any money), and providing us general financial planning. We even called Julie when there was a new job offer that came our way to ensure it made sense financially. We do not make any financial moves without talking to Julie and ensuring that our taxes are not effected negatively for the tax year. You will not be disappointed by bringing in HM Partners to your financial team. They are simply the best! read more

Julie was amazing. My husband and I are thrilled that we were able to find her. She was so well informed, easy to talk with and really made us felt like we made the right decision. read more

Just got my taxes done. How long did it take? 20 minutes. How much stress did it save? Like hours. My taxes aren't that complicated but I appreciate having someone smarter than me do them. HM Partners we professional, courteous, accommodating, and easy to work with. I'm glad I went to them. Julie was great. I'll be back next year. read more

HM Partners is incredibly responsive. As the owner a young growing business, with a lot of questions, their focus on communications is one of the many reasons I trust them with our business financial details. They go the distance every time and will continue to win our trust. read more

I work with Liz for all of my tax needs. She is professional, friendly, and very meticulous with her work. She has been a joy to work with! I use HM Partners for all my accounting needs. Would recommend to everyone I know! read more