Hamilton & Associates CPA LLC

Hamilton & Associates CPA LLC

Reviews Summary

The overwhelming majority of reviews praise the firm for exceptional service, professionalism, and expertise in handling taxes and accounting needs. Clients highlight the team's responsiveness, thoroughness, and ability to reduce stress during tax season. Many appreciate the friendly, welcoming atmosphere and personalized attention. A few negative reviews mention unreturned calls, occasional IRS resolution issues, or abrupt service refusal, but these are rare exceptions. Long-term clients consistently commend the firm's reliability and quality across multiple years. The firm is highly recommended for both personal and business tax needs, with particular appreciation for their timely, knowledgeable, and client-focused approach.

About This Listing

Bookkeeping
Accounting
Audit
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Audit
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience

Contact Information

Address

3447 Brook Crossing Dr

Brandon, Florida 33511

Hours

Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday Closed
Saturday Closed
Sunday Closed

Customer Reviews

Incredible team ? fast, efficient, and highly responsive! Dustin and Katelyn quickly provided exactly what I needed for an income statement to qualify for my apartment. I was thoroughly impressed by their diligence and dedication. Dustin also offered excellent guidance on navigating my first 1099 tax return, which I truly appreciated. I couldn?t be happier with the experience ? 10/10, you?ve earned a lifelong client!

Have had my taxes prepared at Hamilton & Associates for 8 years now, and they always go above and beyond. Their whole staff is great, and I?d definitely recommend them to anyone. They make the task of getting taxes done a lot easier!

I have been with Rachel and her team now for over 25 years and I can?t say enough about the outstanding customer service they provide. Rachel works with me throughout the year to make sure that we are managing our tax liability and she is always available to talk through any issues that I may have throughout the year. I would highly recommend Rachel and her team for all of you tax needs.

You after hear Rachel along with her team perform amazing results from setting me up on an LLC and now escort and payroll. They have saved me thousands of dollars in years past and a very impressive refund this year. I highly recommend them for all of your accounting needs.

Fast, efficient and effective. Rachel and her Associates have the unique ability to always make you feel like your business is the most important thing that they have to do that very moment. You can be assured that things will always be done the right way!

We have worked with Rachel and her team since 1998. Since, most of our extended family have also secured their services. Prompt, professional, reliable and accurate. The one year we required representation with the IRS, it was seamless. This firm treats you like family. Rachel is a gem!

My taxes used to be so easy, until they weren't. TurboTax could no longer help me so I went searching for help and Hamilton & Associates came through! They were so helpful and easy to work with and took so much stress off of me knowing that things would be done correctly. Will continue to use their services in years to come! Thank you!

Rachel is an absolute gem! She is expedient, very knowledgeable, and always willing to answer my questions and educate me along the way. Best tax accountant for my Trust we've ever used. Highly recommend.

So thankful for Rachel and her team!! I?ve jumping from one place to another until a friend recommended her. We have been with her for 4 tax years. Nothing but a great experience she makes a stressful tax time better & answers questions through out the year quickly.

I have been fortunate enough to know and work with Rachel. She is kind, down to earth and hard working. I am so fortunate to have her take care of my taxes. She is an absolute treasure. So very thankful for her.

Rachel has been my accountant for over 16 years, I have moved to Ohio and have to say Rachel is the best! She goes above and beyond, very quick to answer any question and continues to answer questions for me. She is the best!

I contacted Karen from Hamilton & Associates to inquire if they offer US tax services to me as a Canadian working and living in the US. I was told I would get a call back. As of now I've waited a couple weeks now and that never happened.

These guys are the best! I initially called for some advice and they were so helpful that I decided to use them for my taxes last year. This year I didn't get around to sending them my tax info until April 4th and it's not a quick easy file (it's my personal, investment accounts and 2 LLC's that are quite comprehensive). They got back to me in record time, asked for a couple items they needed, gave me a summary of my final taxes and had my taxes completed and paid by April 11th. I'm so happy with their A++

Been working with the Rachel and the Hamilton & Associates team for several years for accounting and tax services. They are professional, knowledgeable, thorough, and responsive. Would highly recommend this firm.

I have had services done by Hamilton & Associates for many years, always great at what they do and their clients needs. You want taxes done right, use them. I recommend.

My husband and I had the pleasure of meeting and working with Grace Lewis earlier this week. Boy was she a breath of fresh air from the moment we entered into her office. Very kind and pleasant, her smile and demeanor was inviting. If you need to conduct any business at Hamilton and Associates, I highly recommend requesting Grace- she will meet all your needs. Such a great experience! Thank you for your assistance. Grace, we will see you next year ??

Very thorough. Rachel is my favorite. She means business . She gets it done and gets it done right ! Thanks for another year od tax filing!

Are you looking for the best CPAs ever? Well, Rachel and her associates are it! I take pride in being one of those people who likes to do things herself when she can.... but my taxes are NOT one of those things. I have a complicated business and never fail to cause a headache I am sure, but Rachel is nothing but patient, efficient and accurate. And did I mention patient?! Everything about my experience with Hamilton & Associates has been positive, and I am and will be a returning client. I have referred man

Great communication! Worked to find all applicable deductions through regular conversations with me. Highly recommend

The team is great in taking their time to fully understand my needs and work extremely hard to help me with everything I need. Can't recommend them enough

I am new to this Accounting firm but after few months being their client, I found the owner, Rachel Santana and her staff, very professional, courteous, and taking care of my bookings and taxes in a timely fashion. I feel that I am in good hands and will definitely recommend Hamilton & Associates to my friends and clients that are looking for an excellent accounting firm!

I have now had the pleasure of utilizing Hamilton & Associates on two separate occasions. One for my annual return and one for previous years. When I say these folks are top notch, I mean it. They were so friendly to me and my family and the quality of service I received for a fair price is unmatched. I will be using Hamilton & Associates from now on and will be telling everyone I know to use them. Thank you for making this hectic experience very easy for me and my family!

Dustin Orr is amazing. He makes filing taxes painless and every year I walk away so thankful to have him doing my taxes. The general office atmosphere is friendly and nice as well; Rose is friendly and competent, as is all the staff up front. When I walk in, I never feel that tension in the air that I do at some businesses. They're kind of like a family and I feel like I am treated like one of that family. Thank you Rose, Dustin and all!!

Dustin Orr and Rachel Santana are really skilled & knowledgable in what they do. Not to mention, they also have really talented professionals working for them that have years of experience in tax. I did my personal return and my parent's return with them for the past 2 years and the experience has been wonderful. Highly recommend!

The front desk is always friendly and helpful. I have worked with both CPA's here while polite and professional, I have had issues with both in straightening out IRS issues. Unforutnately I will be going to a different CPA from here on out.

Hamilton & Phillips has been doing my taxes for over 15 years. Rachel Santana and Dustin Orr are fantastic people. They take the time to explain things clearly, and are very prompt with their replies. Angie Main is fantastic every time I have a Quickbooks question. When you first enter the door Rose treats you like a friend. They truly are great people.

We will be forever grateful to Rachel Santana, of Hamilton and Phillips CPA LLC, for her quick action on my Mother's taxes when my Mother moved to Florida a few weeks before taxes were due. We have since moved to Florida too and are also happy clients of Rachel. She is fast, accurate, a great communicator and a really nice person. We feel secure to have our tax preparation in her capable hands.

They have done our taxes over the last 4 years (since moving here). Rachel Santana has been AWESOME! She is thorough, knowledgeable and quick! Office staff is professional and everyone keeps you informed throughout the process! Highly recommend!

Dustin Orr is everything a professional CPA should be. As a small business owner, along with owning rentals and buying and selling properties through the years, he makes it easy to keep track of what we need to make filing in April as easy as possible. Dustin, and the entire staff, have created a welcoming and professional office experience. If you are looking for a CPA in the Tampa Bay area, give them a call.

We had a wonderful experience with Hamilton & Associates CPA for our non-profit tax filing. After using another local company for two years, Hamilton & Associates were a pleasure to work with. They were extremely helpful on the phone when I was calling around to find a CPA knowledgable in non-profit filings and quickly prepared my 990. After turning in our paperwork, local representatives of the non-profit reviewed our filing as is required by our charter and commented that they were done very well and s

Dustin and his team are the best in the business. Knowledgeable and always on time. The single star ratings I saw are a travesty, and just proves you can't believe everyting you read. I have dealt with several accountants with my medium size business, and Dustin is by far the best experience we have had.

I have had this firm doing my taxes for almost thirty years back when Don Pate had part of it. Dustin and Elvira took over doing my taxes after Don retired and when I thought no one could be better than Don, Dustin and Elvira exceeded even him. They are a pleasure to work with and always quick to answer my thousands of questions.

Contracted with these folks to do some personal and business taxes. Was told they would have the time and ability to do so. They email me this morning telling me they don?t have the manpower and I should go to another firm or H&R Block for my accounting needs. When the lady from accounts receivable called me later in the morning to confirm the card number for the refund I asked her if it?s is a typical course of habit to take on a client only to to tell them 3 weeks later you don?t have the manpower? She an

I would give Hamilton & Associates 5 stars all day, everyday. Professional and knowledgeable. I highly recommend them for all your CPA needs. Been using them for years and will continue to do so!

They are the best at what they do. My emails and questions always get answered promptly and the staff is super efficient, friendly and professional. I?ve had this experience for the past 10 years. They are the Camille Vasquez and Ben Chew of their trait.

I have used Hamilton & Phillips to prepare my taxes for the last three years. They are very military friendly and familiar with the credits regarding foreign earned income. Their fee was very reasonable and service was outstanding. I will continue to use them in the future.

It is such a pleasure to work with Dustin Orr and the entire team at Hamilton and Phillips. They prepare both our personal and small business returns and are always professional, friendly, and most importantly, knowledgeable.

Dustin is kind, competent, and professional. He makes the tax process very easy and stress free. We are very thankful for Dustin!

Dustin Orr has been our accountant for many years and before him, Donald Pate. H&P's service and accuracy is unquestionable; the fees are reasonable. The staff is always accommodating in every way. My family is completely satisfied with H&P.

Wonderful service. They did my taxes last minute two years in a row and helped us get a refund when we overpaid our taxes. Always helpful, friendly, and fast!

I was having quite a bit of anxiety about my taxes. I have multiple businesses and was not sure they could handle all of it. They relieved me of anxiety and were so thorough! Thank you so much

I have had the good fortune to work with Dustin Orr for several years in many different situations from community association work, audits, reviews, etc. Dustin and his staff are the consumate professionals and I would recommend them highly!

Dustin and Olga were very professional, thorough, and we are very please with the Audit we received for our Non-Profit, the Life Enrichment Center. I would highly recommend this company!

Amazing people who give fantastic service and care about their clients. I?ve been going here for 4 years, I will never trust anyone else with my taxes. Love this firm!

Friendly and professional service - happy to have had help from a local business with taxes rather than trying to do it myself!

Grace has been doing my taxes for years, she's awesome

This was our first time going to a CPA to file our taxes. Thank you Celeste and Dustin for making a stressful situation actually pleasant.

Rachel Santana and the entire staff is amazing, professional and timely! I am very impressed!

They did really good on my taxes this year. 10/10

They did a great job on my taxes this year!

Always personable!! Friendly! And do a great job..

Friendly and courteous!!! Will definitely use again.

Amazing expertise and service!

Great Service, Great People!

Not helpful at all and rude

Incredible customer service all the way around! Professional, kind, very helpful, and always a joy to work with. The entire team handles Items in an extremely timely fashion. They communicate with you right away and get you taken care of no matter whatever you?re request may be. Super satisfied, and what I always say about them, the best!!! Thank you, to the Hamilton and Associates team! Jamie :)

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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