Hamilton Advisory is a Tennessee CPA firm with an office at 6200 Hospitality Drive in Franklin. We work with business owners who want their taxes planned during the year, not just reported after it, along with the individuals and families connected to those businesses.
Our office is off Highway 96 near I-65, convenient to Brentwood, Spring Hill, Thompson's Station and Nolensville. Meetings are by appointment, or work with us virtually from anywhere in Tennessee.
Meetings by appointment
S corporations, partnerships and LLCs, plus sole proprietors and C corporations. Decisions you make during the year (how you pay yourself, when you buy equipment, how profits are distributed) affect what you owe, so we prepare business and owner returns together.
If you own several businesses, or real estate held separately from an operating company, we keep the books and returns for those entities coordinated so owner pay and distributions line up.
Federal and state returns, and planning for the year ahead.
Proactive planning before year-end, guidance on aligning your business and personal finances, and advice on how much you can spend, invest or pay yourself.
Federal, state and business returns, including Tennessee franchise and excise tax for entities that owe it, with tax notice and audit defense support and identity theft restoration.
Full-charge accounting: we record transactions, reconcile your accounts and provide monthly financial statements. If your QuickBooks Online file needs repair, our QBO Clean Up gets it back on track.
Financial statements for internal use, and compiled or reviewed financial statements when a lender, bonding company or investor requires a CPA's report.
Tax preparation reports what already happened. Tax planning happens before year-end, while there's still time to make decisions: owner salary in an S corporation, when to buy equipment, retirement contributions, estimated payments and how income is split between entities. For many business owners, the planning is where most of the value is.
Tax & Advisory Bundle — starting at $399/month
Business Bundle (adds full-charge accounting and monthly financials) — starting at $699/month
QuickBooks Online Clean Up — starting at $750
Compilation and review engagements — quoted after we understand who needs the statements and why
1. A first conversation about what you own, how it's structured and what isn't working.
2. A clear proposal, so you know what's included and what it costs before you commit.
3. Secure onboarding through our client portal.
4. Planning during the year, before year-end.
5. A walkthrough of every return — in a live meeting or a recorded video — before it's filed.
Changing firms is simpler than most owners expect. We'll ask for your last two or three years of business and personal returns, your current books, payroll reports and any notices you've received. With your permission, we can request what we need from your prior accountant, and we take new clients throughout the year.
Taylor Hamilton, CPA, MBA, founded Hamilton Advisory, PLLC in 2025 and serves as its managing member. Taylor is a Tennessee-licensed CPA with a B.S. in Accounting from the University of Alabama and an MBA from the University of Alabama in Huntsville, and lives in Franklin.
Please reach us at info@hamilton-cpas.com if you cannot find an answer to your question.
Both, but our services are built around business owners: monthly advisory bundles, business returns and full-charge accounting.
Yes, by appointment at our Hospitality Drive office. If you'd rather not come in, we can meet by video instead.
Yes. Our team includes a QuickBooks ProAdvisor, and we offer QBO cleanup, setup review and staff training.
Tax & Advisory Bundles start at $399/month and Business Bundles at $699/month. We confirm your price after understanding your situation.
Through our secure client portal rather than email.
No. We work with business owners anywhere in Tennessee virtually — by video, phone and our secure client portal — so you never have to come to an office unless you want to.
Yes. We prepare S corporation and partnership returns along with the owners' individual returns.
Yes. We coordinate the books and returns for related entities so they stay consistent.
Serving clients across Tennessee in person and virtually.
Eagleville Office: 138 Allisona Rd, Eagleville, TN 37060 · Mon–Wed 9–4 · Appointments available Thu–Fri
Franklin Office (by appointment): 6200 Hospitality Dr, Suite 119, Franklin, TN 37067
Phone: (615) 274-9640 · Fax: (615) 876-6208 · info@hamilton-cpas.com
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