Our Services

What We Do

Our team of experienced advisors is ready to handle any and all of your tax, accounting, and business needs. No matter your industry, we’ve got your financial future in mind, so you can stay focused on everything else.

Our Services Include: 

Full Accounting and Tax Compliance Preparation

Tax Planning, Projections, and Cash Flow Analysis

Individual Income Tax Returns

Business Income Tax Returns

Trust and Estate Tax Returns

Exempt Tax Returns for Unrelated Business Income Tax

Business Succession Planning

Business Buy and Sell Analysis

Prepared, Compiled, and Reviewed Financial Statements


Focus Areas

Franchises

Southard Beckham has developed a niche focused on supporting franchise entrepreneurs around the country with personalized tax and accounting services. We aim to help your business run efficiently while keeping your financial wellness our top priority.

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Dental Practices

For over 20 years, we’ve been helping dental practices around the country improve their accounting systems, better prepare for tax season, and more. No matter your needs, Southard Beckham makes your financial goals our top priority.

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Estates & Trusts 

For over six decades, we’ve been providing our clients with the peace of mind that comes from knowing their loved ones will be taken care of. With our trusted guidance, we’ll help you navigate the process of estate and trust planning one step at a time. 

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High-Net-Worth Individuals

You’ve worked hard to get where you are, and you need a financial team that’s just as committed. That’s why our team of trusted advisors is as dedicated as they are experienced. At Southard Beckham, your continued success is our top priority.

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