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Southard Beckham Atwater & Berry, CPA, PS provides a wide range of services to individuals and businesses in a variety of industries. At Southard Beckham Atwater & Berry, CPA, PS, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:

Tax Preparation

As much as we dislike taxes, we have to live with them, at least for the time being. Our tax preparation services (Federal and State) include:

  • Quarterly and year-end payroll tax returns (941/940/W-2s/1099s, etc.)
  • Monthly, quarterly and year-end sales/excise tax returns
  • Exempt Organization (990)
  • Individual income (1040)
  • Fiduciary (trust and estate) income (1041)
  • Partnership and LLC income (1065)
  • Corporate income (1120)
  • S Corporate income (1120S)
  • Estate (706)
  • Gift tax (709)
  • Pension and Profit Sharing Plan returns (5500)

Our goal is to make sure that you pay the smallest amount of tax the law allows. We can do this by upfront planning to make sure that your business is structured in the most appropriate manner for your situation.

Tax and Business Planning Checkup

It is nearly impossible for you to individually monitor the volatile financial markets, changing tax laws, and other developments that impact your personal finances. Our Tax and Business Planning Checkup is designed to help you meet today's complex financial challenges head on and enable you to take responsibility for your financial future. As a partner in planning your financial future, we establish an organized approach to using your financial resources to achieve financial peace of mind.

  • Prepare a working statement of your financial condition
  • Help you identify your financial goals
  • Help you manage cash flow
  • Review your insurance needs
  • Help you determine educational funding needs
  • Minimize income tax liability
  • Maximize retirement savings
  • Plan for the successful transfer of your business
  • Implement an estate plan
  • Plan for elder care or other special needs

Business Owners

Services which help our business-owner clients reach their financial goals and help them manage their overall financial affairs.

  • Accounting assistance
  • Business profitability consulting
  • Wealth creation, retirement plan review and monitoring
  • Risk management issues
  • Succession planning
  • Financing analysis and assistance
  • Independent investment performance monitoring

QuickBooks® Accounting Specialists and Service

Have you thought about converting your manual accounting system to QuickBooks®; QuickBooks® Online or other business accounting software, but were afraid you wouldn't have the computer savvy or support necessary to do it right? Are you setup on QuickBooks® but feel you are not using the software to its full potential? We can help. We have team members specially trained in the installation, setup and operation of QuickBooks® accounting software.

Quickbooks® installation and/or setup. We can help you get it set up initially so that you obtain the maximum benefit of the program for your particular business. Quickbooks® Advisors are available by phone or appointment to solve your specific problem.

Payroll Tax Reporting

Currently, we have team members that specialize in federal, state and local payroll tax laws and regulations. Whether you're dealing with accurate wage calculation, withholding computation, or complex deductions and garnishments, we are here to help.

  • Electronic tax report filing (for most Federal and State agencies)
  • Quarterly and Year-end Federal payroll tax returns (941, 940, W2's, and W3)
  • Quarterly and Year-end State payroll tax returns (ESD, L&I, state withholding, etc.)

Financial Statements

We offer a full range of financial statement services:

  • Business financial statements - compiled or prepared
  • Personal financial statements - compiled or prepared
  • Projected financial statements - compiled or prepared
  • Forecasted financial statements - compiled or prepared

A compilation involves taking your information and putting it into the form of a financial statement. This is commonly referred to as “write-up” work.

As we perform financial statement services, we're also looking for ways you can improve your business.

Information Request for Services Listed Above


Pay My Bill

Please have your Client number and/or Invoice number available to enter on the payment page. Thank you. If you have any questions, please call our office at 360-876-4491