Tax work for Belle Meade families and their advisors

County

Davidson County

Property tax (per $100 assessed, 2025)

2.782 + 0.3011 = 3.0831

Sales tax, combined

9.75% (2.25% local + 0.5% transit surcharge)

County Trustee

Erica S. Gilmore · Nashville

Assessor of Property

Vivian Wilhoite · Nashville

Population, 2020 → 2024

2,908 → 2,590

State and city business tax

Filed with the TN Department of Revenue

Straight-line distance

12.8 miles from Franklin

Sources: TN Comptroller, TN Department of Revenue, U.S. Census Bureau. Details

Belle Meade’s city levy is larger. Both cities build on Davidson County’s 2.782 per $100 of assessed value; Belle Meade adds 0.3011 for a total of 3.0831, while Nashville adds 0.032 for 2.814, according to the Comptroller’s 2025 Tax Aggregate Report.

Of every place in the Comptroller figures for Haven’s thirty-mile area, Belle Meade’s 3.0831 is the highest combined rate. Davidson County Trustee Erica S. Gilmore collects it, and Assessor of Property Vivian Wilhoite’s office at 700 President Ronald Reagan Way, Suite 210, sets values. The city counted 2,908 residents in April 2020 and an estimated 2,590 in July 2024. The Nashville page has the figures for the surrounding city, and the bill itself feeds into Haven’s tax planning for the household’s year.

No. Tennessee repealed the Hall income tax for tax periods beginning on or after January 1, 2021, and the Department of Revenue now asks people not to file a Hall return for any of those years. Interest and dividends earned by a Belle Meade household are reported on the federal return alone.

Investment records still have federal retention rules. The IRS default is three years, but records behind a deduction for a worthless security or a bad debt should be kept for seven. Haven’s personal tax preparation brings brokerage statements and other investment documents together each year through the secure client portal, so the supporting paper for any one year can be found when it is needed.

By keeping the tax picture shared with the people whose work depends on it. The old site says the firm will “collaborate closely with your professional network of advisors,” and for a household that already works with an estate attorney or an investment manager, that means the tax figures they rely on come straight from the people who prepared the return.

Mike Swartz is a CPA and Chris Bryant holds the CFP® mark, and Haven’s part in that group is the tax work: projections, education and direct answers, offered through its tax advisory service. A Belle Meade client meets the co-founders at the Seaboard Lane office in Cool Springs, and documents from the other advisors can come in through the client portal.