HM Partners provides expert tax and bookkeeping services for individuals and businesses.
Welcome to HM Partners, conveniently located in downtown Sacramento. We provide a broad range of tax, bookkeeping, and notary services for individuals and businesses. Elizabeth Hambridge and Julie Morandi started the company in 2016 to provide expert tax assistance and exceptional client service in a comfortable setting, and HM Partners has since become a local favorite.
Appointments and consultations may be scheduled at your convenience.
Elizabeth Hambridge, PARTNER
Elizabeth Hambridge is an experienced tax professional whose clients appreciate her efficient service and expert advice. Business owners often rely on Elizabeth to handle both their tax returns and bookkeeping in order to benefit from her overall guidance, frequently turning to her during periods of growth to make decisions on business structure and tax planning. She works closely with bookkeeping clients to personalize their record-keeping, minimizing effort on the client’s end and enabling them to focus on what matters most.
With one child in college and another close behind, she appreciates the importance of maximizing tax credits and deductions when working with individuals. “I believe it’s important for everyone to have a solid knowledge of their financial situation. I enjoy helping clients fully understand their tax returns and explore potential opportunities.”
Elizabeth is an Enrolled Agent, the highest credential awarded by the IRS. Individuals must pass a comprehensive, three-part IRS exam covering individual and business tax returns, display high ethical standards, and complete at least 72 hours of continuing education courses every three years to maintain EA status.
Elizabeth received her Bachelor of Business Administration with an emphasis in finance, risk management, and insurance from California State University, Sacramento. She has been a leader in the tax preparation, finance, and insurance industries for more than 20 years.
Julie Morandi, PARTNER
Julie Morandi works with both individuals and businesses, from sole proprietors to S corporations. She often applies her broad-ranging tax expertise to guide clients through complex situations involving investments, rentals, estates, or other considerations. Her clients seek her advice year-round to discuss life changes with financial implications, including undertaking a new career, starting a business, getting married or divorced, and more.
Julie has over 25 years of experience in financial services and tax planning, and she always takes the extra time to ensure that her clients have the fullest possible understanding of their situation. “Providing financial education while preparing returns is very important to me. I like my clients to leave with information that helps them make better and more efficient tax decisions in the upcoming year.”
For over a decade, Julie worked for Charles Schwab at the corporate headquarters in San Francisco; her rise through management culminated as a Vice President. She received her Master of Business Administration from University of California, Berkeley, with an emphasis in finance, and her Bachelor of Science in business from California State University, Fresno.
Julie is an Enrolled Agent, the highest credential awarded by the IRS. Individuals must pass a comprehensive, three-part IRS exam covering individual and business tax returns, display high ethical standards, and complete at least 72 hours of continuing education courses every three years to maintain EA status.
OLIVIA WILLIAMS, TAX CONSULTANT
Olivia Williams is a seasoned tax and bookkeeping professional who has been with HM Partners since 2020. She regularly guides clients through life decisions such as purchasing a new home, starting a business, having a baby, or getting married, as well as working with many clients who simply want to be sure their returns are done correctly each year. Olivia enjoys building relationships with her clients, hearing their unique stories, and learning how she can best support their individual and business needs. “I want my clients to know that I’m always looking out for them. I make it a priority to never make my clients feel like a number.”
Olivia received her Bachelor of Science in Accountancy from Northern Arizona University, and she has previously worked in finance, budgeting, and business management. This accounting background enriches her expertise as a tax preparer; her clients appreciate her deep financial literacy and advice on situations with tax implications, including rental properties, small businesses, and investments.
She earned her tax preparer license through the California Tax Education Council, completing a 60-hour course covering everything from sole proprietorships to multi-state returns. To maintain her certification, she takes at least 20 hours of CTEC-approved continuing education each year.
Additionally, Olivia is a member of the California Society of Tax Consultants, where she seeks further training and attends conferences to stay updated on the latest tax laws. “Although the tax industry is changing constantly, it excites me to know what is current and be able to share that knowledge with clients.”