I've been working with Elizabeth at HM Partners for the past 3 years for both our taxes and my in-laws', and it has been a great experience. The process is very convenient. We can upload documents and communicate through their secure portal before our appointment, which makes everything feel organized and stress free. Elizabeth is very approachable, easy to work with, and explains everything clearly without making it overwhelming. I really appreciate the peace of mind knowing our taxes are done correctly the first time. Highly recommend! read more

Just finished my 4th return with HM Partners. We worked with Olivia for the first three years, and this year we worked with Susanna. I can't recommend them enough! Susanna was incredibly helpful in answering all of my questions and thorough in her explanations. The online system they use is very convenient and secure. Everything was done very quickly. Definitely worth the cost to have your taxes done professionally. Thank you so much! read more

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! read more

Julie is great! She makes everything fast and easy. Very minimal lift on our part. My wife and I genuinely appreciate the work she does. Thank you Julie! read more

i've worked with this firm for the past two years on my tax returns, and I couldn't be more pleased. Olivia, in particular, has been incredibly communicative and patient, guiding me through a complex situation with clarity and professionalism. She took the time to explain everything thoroughly, making the process much less stressful. Highly recommend their service!! read more

I asked for help with taxes via email and text. They asked me to describe my work, and they said they would set me up on a portal but did not receive any follow-up. read more

This review is only for Elizabeth. I've worked with her since the 2019 tax year. Everything was great until I found out on my own that I have been paying a tax penalty for 3 years in a row and she never once told me about this penalty. She only recommended that I adjust my W4 to not have to pay too much tax at the end.I only found out that I've been paying a penalty through testing out Turbo tax and it gave me a warning. She also didn't give any advice to save on tax. I only found out that I can claim dependent care credit when I tried out Turbo tax and it asked me if I have any child care expenses to allow me to work. I asked her multiple times what else can I claim (she's aware I have a child and I'm working) and she said nothing I can claim with the documents I provided. Since I'm not a tax expert, how do I know what to provide to save on tax? Shouldn't she be the one asking if I have this and that, like how Turbo tax asked me? We ended up having to file an amendment. Even Julie (who took over for Elixabeth when she was on leave) was surprised that we had to do an amendment because that should have been included in the first place. I also didn't know that California has an extended tax filing deadline until I asked her to update my payment method and she told me I can pay in October. As a tax preparer, shouldn't she notify her client this tax extension as soon as she found out? Hien read more

I actually hate to recommend this business as I don't want them to be too busy. However, I can't recommend them enough. This firm is what every tax preparer firm should be. Between 1980 and 2004 I/we used the same CPA. He was wonderful; however, he was in his late 80's or early 90's and passed away. In the 20-years since we've tried a number of individuals and firms. Last year we found HM Partners. How can taxes be a pleasant experience. Yet,with HM Partners, it is. They are so prompt and professional, efficient and thorough and patient with seniors. There is no better value. A great experience. read more

We have been going to Elizabeth since 2020. Our tax filing experience has been flawless! She answers any questions we have and has provided recommendations for W4's. I would highly recommend her if you want a stress free experience with a specialist in your corner! The cost is fair and the turnaround is quick. read more

Olivia Williams at HM partners has been my accountant personal taxes for the past 2 years since I relocated to Sacramento California. She is very professional, informative, and is willing to clarify any questions you may have to make you feel comfortable as well as fully understand the tax return process. If Olivia is not partner yet, I vouch for her to qualify or at very least give her a raise! From the value I have seen as a customer as well as my interest to continue a long-term business relationship from these values she offers the table, I view her as a valuable asset to the firm. Olivia and HM Partners have been exceptional and look forward to working together for many years to come! read more

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. Over the last four years, rates have been fairly the same with minimal inflation. Would definitely recommend HM Partners for filing your taxes! read more

I have been doing my taxes with Elizabeth for the last 2-3 years and each year she is outstanding! She is very quick and efficient with the process and if I have any questions or concerns she provides helpful feedback! The price for their services are reasonable in my opinion and they definitely take a huge amount of stress off my back when it comes to tax season! Highly recommend! read more

I used to do my own taxes, but stumbled upon HM Partners when I was looking for some assistance with some new forms I had to fill out but didn't understand. I was able to book a weekend appointment to get my taxes done with Julie. There was no waiting and I was done in less than 30 minutes and was provided a nice neat folder of my return at the end. Julie was SUPER helpful with explaining what she was doing and what the law requires of us. I'd highly recommend HM Partners if you need help! read more

I teach a class on customer service, and it includes an entire module on automating your processes. I offer up one simple question to evaluate process automation: Is this good for me, or is it good for you? Ultimately, a well-automated process will be good for both the service provider and the client. Horrible customer service happens when automation serves the service provider and makes the client feel like they're doing the work. After my tax preparer of thirty years retired, I was not pleased with the service provider who bought him company, so I went looking for a new enrolled agent. After poking around a bit, I filled out inquiry forms for four EA's in the Sacramento area. HM Partners is the only one that responded. So, what the hell, right? I had an interview Elizabeth via Zoom. She seemed friendly, knowledgeable, and willing to provide the kind of service I was used to. I figured, I'll give them one year to prove that they can give me the service I desire. Previously, I carried a file box full of paperwork into my EA and handed over whatever he asked for. But I knew: 99% of this stuff exists electronically and I could just show up with a USB key. Elizabeth quoted me a price for business and personal. I agreed. Then she sent me a link for uploading files and a list of documents to upload. I uploaded and she processed. Interestingly, I received an email each time she accessed a file. So I know when she was actually working on my taxes. Of course I have no visibility into her office. But I could tell that she was not hacking away on my taxes at two o'clock in the morning. (I hate that tax people brag about the long hours they work. I want a surgeon to cut me open on the first few hours of a shift, not the 11th. And I want my tax preparer to work on my filing before they're burned out and should be sleeping or at least sitting on the couch hanging with their family.) Anyway, I got emails with requests for documents. I found them, uploaded them, and the process was easy and fast. When she had questions, it was all done through the portal. I answered through the portal. This process was simple and speedy. I still have to print out all the documents and review them, but my taxes were done VERY promptly and I have very high confidence that they were done correctly. And I paid exactly what was quoted, despite a blip or two that they did not anticipate due to my ignorance. Ultimately, good service requires that the client and the service provider each do their part to make the system work. The process used by HM Partners is excellent. I feel listened to and taken care of. The automation feels like it is designed to make my life easier, although I know it also makes their life easier. This is a great 21st Century way of having your taxes prepared. There are ten months left in the trial, but I suspect I'll be using this company going forward. read more

I made an inquiry about getting my tax returns done here. They ignored my first email, on following up I got a response asking for more info. After explaining my situation in detail I got an incredibly perfunctory response which was extremely unhelpful. They simply said they couldn't help me as they didn't support my situation. Very unimpressed by how they didn't make any effort to help me in an other way, e.g. help me with my main issue which was unrelated to why they refused to take on my account, help guide me to someone that might be able to help me etc. read more

I am writing this review with sincere gratitude and appreciation for Julie and her staff. From my initial telephone call, the team at HM Partners were amazing to work with. The administrative staff directed me to Julie to assist with my tax related inquiry. I knew this was a busy time of year for taxes however, Julie was patient, kind and a really good listener. She agreed to meet with me a few days later after our initial telephone conversation. Julie handled my tax related matters skillfully and she is the consummate professional; she is extremely knowledgeable and knew exactly how to assist. She has great positive energy and made me feel relaxed and comfortable about being in good hands. She has a warm, kind disposition and is extremely customer centric. I am very appreciative that she took the time to meet with me on short notice and resolve all of my tax related concerns. I highly recommend Julie and HM Partners for any tax related matters. read more

My accountant for years and years retires. The scramble begins to find a new firm...calls not returned, not taking new clients, a gut feeling the person really didn't go further than general turbo tax. And then I called HM Partners. The process has been seamless and professional. I had a couple challenges and they were resolved quickly. But also with extreme patience and guidance. Taxes are never really pleasant but HM Partners is indeed a partner with their clients throughout the process and beyond. And a THANK YOU to Olivia who worked with me as a new client. You were beyond professional and patient. read more

Over 40 years of doing my own returns and using TurboTax. I couldn't get TurboTax to accept my transition of a rental property to "not for profit" and a second family home. Julie was willing to hear/understand my circumstance and Elizabeth cranked out the taxes...no problems, hassles or burps. TurboTax said I owned money and HM found that I had a refund coming. How does it get any better than that? Their data transfer process is simple and extremely efficient. read more

We have used HM Partners for the last few years and have had the best experience every year. We specifically have worked with Olivia. She was very professional, friendly, easy to work with, and got things done so quickly! Can't recommend them enough. Thank you HM Partners! read more

Elizabeth is amazing! I had some complicated tax returns in multiple states from a previous year that I've had to file and she got everything processed within the span of 36 hours. I figured at this point I had lost all of my tax refunds and ended up being able to receive some back. She was very reliable, responded quickly, and helpful in so many ways - from keeping me informed throughout the interaction down to pre-labeling envelopes with addresses for me to send all my tax returns to their respective states. Thank you! read more

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 husband 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 credentials. We were given the option to file remotely, virtually, voice call or attend an in-person meeting. Since we were establishing our initial point of contact with the business, we kept the in-person option. The office suite is a former residential dwelling--cozy, clean and modern inside. Elizabeth, our preparer, was delightful. She was kind and knowledgeable, efficient and resourceful. Current on all tax year updates. Her tech setup allows for easy screen sharing to customers. She explained every question we asked, directed us on what to do in the future and offered her guidance in the tax offseason. My husband is originally from Pennsylvania, he hoped to uncover a similar small business, easily accessible experience from what he was accustomed to back home (adored his preparer--whole immediate family used her, and office was three turns away down the street) A local, native California preparer was exactly what my husband's former tax pro suggested for us. We were thrilled to find HM, happy they were accepting new clients, and impressed by the prompt professional service provided. Referred some colleagues to HM too, and they walked away with the same result. Exceedingly satisfied. Annual clients now without question. Thank you Julie and Elizabeth! read more

Panic-Time and Julie with HM Partners to the Rescue - Julie worked late hours and with my traveling schedule to help correct some filing errors I had made handling my own tax affairs. She was dedicated to solving my challenge with the state and very courteous and professional. THANK YOU - Julie for real solutions and excellent representation! read more

Elizabeth has been preparing our taxes since 2020 and we've had nothing but a great experience. The first year we went in person and she completed it within an hour. The rest of the time we just upload our documents to their portal and she turns it around usually in a day or two. Each year our taxes seem to get more complicated and she makes it so easy for us! read more

I cannot say enough good things about Julie and HM Partners. She provides great service and always responds promptly--even on the last day to file when she is so incredibly busy. I am self employed and have several rentals and she provides me great advice! If I could give more stars I would. read more

I appreciate their attentiveness, easy process, and high quality service. This is our second year with them, and I highly recommend!

My tax preparer of 16 years suddenly retired without notice. I panicked but was able to find HM partners on line. The reviews were all excellent. I made an appointment and was well prepared with my documents. My experience was seamless and professional. I Can recommend them as a competent business. read more

Just got back from having a document notarized from HM Partners. I believe I met up with Julie. Their colorful and bright office is on the second floor of a very charming old Victorian-style house in midtown. I got a quote ASAP when I sent a request via Yelp and did not have to wait at all for my scheduled appointment. Friendly, efficient and reliable! Also was the most reasonable for notary services in the area. As I work close to the Capitol, their location is convenient to walk to from work as well! Highly recommend. read more

My wife and I have been using HM Partners for the last few years to help us with our tax returns. Elizabeth is incredibly knowledgable and both helpful and responsive. Anytime I have a question Elizabeth is there to help. She's also modeled various equity awards that I've received from my employers, so that there are no hidden surprises at the end of the year. I would highly recommend this team to anyone who is looking for a professional staff to handle their tax returns. read more

Elizabeth is a very professional and responsive. I've been working with HM partners for 2 years now and it's been a seamless and easy process. I appreciate how quick the turn around time is and reasonable price for such an excellent service. read more

Elizabeth (and her assistant) was friendly, accurate, responsive, detailed and prompt from the beginning. We processed our return mainly online due to Covid and it was a seamless and fast experience! Thank you again Elizabeth! read more

Went and got our taxes done. Reasonable price, very professional and she knew what she was doing. It's not easy finding someone who knows what they're doing it's usually luck. Would definitely recommend HM partners . read more

Dropped off a whole stack of housing paperwork. They did my taxes the week they were due. Their online portal was easy to use. Staff was responsive and clear with communication. Definitely returning next year. read more

The experience of working with HM Partners has been the most seamless and supportive I've ever experienced. Elizabeth and her team are responsive and timely with communication, informative when I have questions, and have overall made the process of navigating taxes as a small business owner absolutely painless. I cannot say enough good things about this business. If I could give them a ten star review, I would! read more

I booked an appointment on Sunday to get documents notarized. I was very pleased that this practice offers weekend appointments. Julie was with a client and was so nice to step out to notarize my documents so that I did not have to wait. She is very affable and knowledgeable. The price is $15 per signature, which is very affordable. I highly recommend this practice and will return for future notary services. read more

Wish I had found this place sooner, I uploaded all my tax documents to a secure site, had maybe a 15 minute phone call to discuss specifics and to get some questions answered, I was sent the documents online to sign electronically, I paid a very reasonable price, again electronically and then it was all done. Best experience I've ever had doing my taxes! For once in my life, I'm looking forward to doing them again through HM Partners. read more

Fast and accurate tax prep service. We were also very pleased with pricing. This was our first year using HM Partners and we will continue to use them! read more

My husband and I have been using HM Partners for the past four years for taxes and they are knowledgeable, patient, quick, and thorough. I highly recommend Julie! read more

Julie has been the most wonderful to work with. We are so glad we found her service! She is knowledgeable, patient, thorough and very generous with her time. We needed help with taxes and payroll for our small business and she's made this process so much easier. Initially, we did a bunch of Yelp search and contacted a number of accountants in the area about our needs, and Julie's service stood out from them all from the get-go. She responded to our questions with detailed information, and was not pushy to sell her service. As small business owners, we've been looking for an accountant that we can work with long-term as our business grows, and we think we found one :) read more

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. read more

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