Firm profile
HM Partners Inc.
Sacramento · Serves Sacramento
Sacramento tax and bookkeeping firm offering bookkeeping, payroll and business tax returns, with in-person and digital service.
At a glance
- Services listed
- Bookkeeping, Payroll / setup / coordination, Tax preparation
- Published address
- 1000 Q Street, Sacramento, CA 95811
- Phone
- (916) 476-4663
- Service area
- Sacramento
- Ways of working
- In-person and digital service
- Credentials as stated
- Two Enrolled Agents named (Elizabeth Williams, Julie Morandi)
- CTEC registered tax preparer named (Susanna Hu)
HM Partners Inc., with a published office in Sacramento, lists bookkeeping, payroll support and tax preparation on its website; it does not publish a monthly bookkeeping fee (checked October 14, 2026).
What the website describes
- Monthly bookkeeping
- Bookkeeping services listed; how often books are closed is not stated. Bookkeeping and payroll are overseen by a named staff member.
- Payroll
- Payroll services listed, plus 1099 preparation and filing.
- Tax-related scope
- Business tax returns (S corporation, partnership, sole proprietorship), personal, estate and trust tax returns; tax and business consultations.
Questions to ask this firm
- Are you taking on new clients now, and when could work start?
- What exactly would a written quote for my books include?
- What are the contract length, notice period and any fees to leave?
- Who will do my work each month, and which credentials do they hold?
- What does monthly bookkeeping cost for a business like mine?
- Which accounting software do you work in, and who owns the account?
People
- Elizabeth Williams, Enrolled Agent (site claim). Source
- Julie Morandi, Enrolled Agent (site claim). Source
- Susanna Hu, CTEC registered tax preparer (site claim); oversees bookkeeping and payroll. Source
Names and roles as shown on the firm's website, checked October 14, 2026. This is not a headcount or proof of current employment.
Not published on the firm's website
These details were not found on the pages reviewed on October 14, 2026. That does not mean the firm lacks them; ask directly.
- Accounting software
- A bookkeeping price
- Industries served
- Cleanup or catch-up work
Sources and checked dates (3)
- http://www.hmpartnerssac.com/: Services, Office, Phone, Hours. Checked October 14, 2026.
- http://www.hmpartnerssac.com/our-team: People, Credentials. Checked October 14, 2026.
- https://www.promptloop.com/directory/sacramento-accounting: Third-party corroboration of address and phone. Checked October 14, 2026.
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