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.

We’re here to help

Maintaining financial wellness requires an informed and proactive eye toward the future—that’s where we come in. We understand that the average CPA may not be very prepared to help a not-so-average client. But we’ve been doing just that for over six decades. 

When it comes to complicated investments, tax returns, and more, Southard Beckham makes your life a little bit simpler. Our advisors will act as the quarterback of your financial team, coordinating between attorneys, insurance agents, LLCs or partnerships, other family members, and whatever else you’ve got in play. If you’re in search of expert guidance to plan and implement personalized tax and business strategies, give us a call. We’re prepared to help you keep more of what you earn.


  • Income tax returns
  • Family entity tax returns
  • Tax projections and estimates
  • Exempt tax returns for unrelated business income tax
  • Tax analysis for investments and retirement plans
  • Tax and estate planning

“My wife and I have used the services of Southard Beckham for our tax and financial needs for well over 20 years; I wouldn’t think of going anywhere else.”


When you’ve got tough questions, we’ve got experts with answers. Our dedicated team members are always easy to reach and ready to help.

Meet Our Experts

Kim Atwater CPA


Derek Burk CPA, MST