HM Partners

A longggg overdue but very positive review!! I have been working with Elizabeth and the Staff at HM Partners for a few years now and my experience has been totally positive! They are a great source of help and support when I have needed it. They also offer an industry standard secure communications and documents transmission so whether you choose to send documents from your area of convenience or drop them off in person, you should know it will be safe and secure! Had a problem with the IRS too from a previ

Elizabeth is truly outstanding! She is highly organized, an excellent communicator, and incredibly efficient. She gets the job done quickly and seamlessly, making the entire process stress-free. Her expertise and guidance are invaluable, and she ensures everything is handled precisely and fairly. If you need someone reliable who can get things filed promptly and professionally, I highly recommend Elizabeth. I trust her completely!

I?ve had the pleasure of working with Elizabeth for many years, and she has consistently exceeded my expectations. She is incredibly responsive, highly efficient, and always thorough in her work. Beyond her expertise, she brings a gracious and professional approach to every interaction, making the entire process seamless and stress-free. Whether it?s tax preparation or general accounting needs, Elizabeth is always on point, ensuring everything is handled with precision and care. I highly recommend her to a

Julie has been doing my taxes for about 5 years now. She is incredibly quick and the process is super easy. I used to dread having to prepare my taxes myself, but now it's just a matter of compiling everything. I really appreciate their online system that allows me to provide all the needed information without having to go in. Highly recommend utilizing their services if you are looking to have your taxes done!

I found HM Partners online. I emailed them and Elizabeth responded quickly, I didn?t have all my documents until April 3rd and my wife and I were going out of town and coming back to Sacramento on April 15th. Elizabeth was very responsive and her company portal made it very easy to process all the information. Not only that, but she facilitated the payment and refunds. FIVE Star Service, I can highly recommend

Communication and actually having my taxes done were easy. Unfortunately, when reviewing the documents before submission, I found many relatively simple but costly mistakes. I call them simple because I am not a CPA or an EA and I was able to recognize them. When I went in to review the documents with Olivia, she initially fought me on the mistakes. It was only when Julie came into the room and reviewed the numbers that she agreed with me on my corrections. I saved myself around $15,000. As a transaction th

Susanna did our taxes and did an excellent job. She and Julie went over all the details and answered all our questions. She was reasonably priced and responsive! We will be back.

I've been getting my taxes prepared by Elizabeth since the 2019 tax year. Elizabeth always has a prompt turnaround, excellent communication, and is available for questions/concerns. Would definitely recommend HM Partners for filing your taxes!

Took me on as a client at the beginning of April and got my taxes filed on time. Olivia was very communicative throughout the process. I was nervous about having someone else do my taxes (however they've gotten more complicated), but I will use HM Partners again them next year!

Liz is very knowledgeable, precise, and proficient in her professional work. I was very confused as a new S-Corp and how to file my taxes this year, as well as my personal taxes. Liz took care of it in less than 24 hours. I am very confident that HM Partners will treat you politely, friendly, professionally, and relieve any anxieties that come with tax season. I will be back next year.

Elizabeth from HM Partners has been helping me with my taxes for the past 3 years and I've always had a great and easy experience, regardless of how complicated my taxes get. She's timely and thorough, and makes tax prep so much simpler than when I was attempting to do it on my own with TurboTax. I would highly recommend HM Partners for any tax needs you may have.

This year marks my first time filing as a small business owner. In addition to helping me with my IRA complications, Ms. Olivia Williams was able to navigate my tax situation and worked on my return in a timely manner. She promptly answered all my questions and was very patient considering my situation. Also, she was able to recommend deductions/strategies that I wouldn?t have otherwise known. The service was very reasonable and I felt that all my concerns were addressed on time. Would highly recommend her

As someone who started a small business this year, Julie made navigating my taxes a breeze, and I'm very excited to continue working with her as my business grows. She is extremely communicative, generous with her time, and made quick work of my taxes and questions. I can't imagine working with any other tax professional.

Julie and Olivia are very helpful. Neither of them seemed put out when I call to ask a question. In addition, they don't nickle and dime us. Just very good and very fair. The only problem I have is that we didn't start using them earlier.

I cannot thank HM Partners enough for helping me file my taxes. More specifically, Olivia. Her responsiveness and service is top notch, and everything is done quickly and accurately. She has made tax season a lot less stressful. I would highly recommend.

Elizabeth was outstanding to work with. I strongly recommend her services. Thank you, Elizabeth!

If you?re reading this review, look no further, you?ve found the tax professionals you?ve been seeking! Don?t hesitate and make an appt asap! My wife and I were merging our returns together for the first time after getting married; our return involved numerous forms, different states, two residences, multiple jobs. Setting up an appt was easy and flexible with the HM office staff. Once we were scheduled, we received a secure portal/drop file invite to begin uploading previous filings, forms and verification

Very professional and prompt! I called on March 4, and they completed my taxes by March 11 ?? To be fair, I had fairly straightforward taxes this year except for one issue with an investment. They provided options for addressing this tax issue, and they asked me several questions to determine the complexity of taxes. They gave me a fair quote, and ended charging me on the lower end of the quote. All in all, would highly recommend!

I am glad I was given a recommendation to Julie when my tax preparer retired. Julie was welcoming, professional, and easy to talk with. She willingly answered my questions and discussed tax efficiency issues with me. After she competently completed this year's tax return, I made another appointment with her to discuss consequences the new tax law will have for me. Don't hesitate to make an appointment with Julie at HM Partners. She is worth driving a distance for.

I met with Julie. She is very professional. Her inquiry regarding my business and personal tax needs demonstrated the depth of her knowledge and experience. The great thing about Julie is that she doesn't come across as a stuffy CPA. I felt relaxed during our conversation. Within two weeks after our meeting I've already sent her 3 business/personal tax and bookkeeping referrals - she is that good. Call her, you will not be disappointed.

My wife and I have been using Julie for 2 years now to prepare our taxes and she is amazing!! She is on top of everything and if we have a question about something she gets back to us right away!! Can't say enough how amazing she is and I highly highly recommend her and hm partners as a whole!!

I had an outstanding experience with HM Partners and recommend them to anyone searching for extremely intelligent and knowledgeable tax professionals. I have had a hard time finding someone to do my complicated multistate taxes and am so thankful that Elizabeth was able to correct mistakes from previous tax years, explain my tax situation to me, and give me tips for future tax savings. I have never felt calm during tax season until now. I can't recommend them enough!

I just hit the one year mark with Elizabeth and Julie at HM Partners. These two ladies are a terrific team who handle my tax returns and ongoing bookkeeping for two businesses. With a very quick turnaround, Julie stepped in last October to finalize my already extended tax return. Ever since, Elizabeth has been spot on with my monthly reporting and has been a great resource for me learning QuickBooks. Very prompt, thorough and communicative. Highly recommended!

I highly recommend using Julie of HM Partners for any of your tax needs. We were in need of assistance to help a family member with some very complicated tax issues that had accrued over the years. We met with Julie and were immediately put at ease. She reviewed all the issues and immediately went to work to find us the best solution to our tax issues. She was extremely professional yet compassionate. Though there were many complicated issues, she proceeded step but step until all the issues were resolv

I have the pleasure of working with Olivia. She was able to take the "book keeping mess" I brought her, organized it and she helped me get on track. I had multiple entities that needed attention and she took care of the amendments, helped with forms that needed to be filed and registered, etc. She took a lot of weight off my shoulders. Thank you Olivia.

There are many places to do your taxes nowadays, even by yourself. However, if you want unparalleled service and people that actually care about your personal situation, then choose HM Partners. I went with Julie and had a great experience! She answered all of my questions and gave great advice. I will definitely be back next year.

Julie is the best! She is very invested in her clients, and goes out of her way to make sure their cases are handled competently and completely. She has the rare combination of knowledge of her subject and true caring for her customers. This review might seem over the top, but I encourage you to meet with her and find out for yourself!

HM has been great to work with. They are super responsive, knowledgeable, and patient. Which is exactly what my company needed. They handle both our business taxes and our personal taxes and have given us excellent guidance. If you?re looking for a good accounting firm, I would highly recommend you give them a call!

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. Thank you!

Started a business and needed some help with bookkeeping. Found Elizabeth and H&M Partners and have been very pleased with their work. Communication is easy and fluid, and because of this have asked them to take on payroll and filing taxes which has also worked out well. They're a 'recommend' from me.

We've been working with HM Partners for almost a year now and it's been great! They are wonderful to deal with and really take the time to explain things to small business owners and ensure everything is done correctly and on time. Highly recommend their services!

Our experience was exceptional! We met with Julie, who is so kind, friendly, and professional. She made us feel very comfortable and I will be recommending her to anyone I know. Thanks, Julie!

I found Elizabeth on Yelp, and have been very satisfied with all she's done for my business. She's fast, efficient, professional and responsive. I couldn't be happier!

Staff is very helpful and friendly, and they use a pretty well designed web service for secure communication and sharing of PDFs.

These women are amazing! We have gone to them three years in a row now and they always respond quickly and they always take time to answers our questions. Thank you for making a difficult time of the year a little bit easier!

Elizabeth Hambridge prepared my taxes and was extremely thorough, knowledgeable and easy to work with. I recommend to anyone needing taxes prepared!

Julie and Elizabeth are great! They are knowledgeable and so nice. Great experience.

Amazing and smooth experience. Very professional and responsive. I definitely recommend them.

Excellent service, quality work, and I?ll never go anywhere else for my tax services.