- Who We Serve
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Who We Serve
Beaird Harris is a Certified Public Accounting and fee-only Wealth Management firm dedicated to helping financially established individuals, families, businesses and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions.
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- What We Do
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How We Work With You
Going beyond traditional tax and wealth management, we aim to create a totally synergistic experience for our clients.Tax Services
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- About Us
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About Us
Today, our size allows us to provide the depth of services and technical skills to meet the myriad of tax and financial challenges you or your business may encounter, yet we remain small enough to maintain close relationships with our clients to help them achieve their financial goals.
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- Insights
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Insights
Explore timely insights, practical resources, and firm updates designed to keep you informed and empowered year round. From expert articles and key deadlines to national recognition and planning tools.Download our latest brochure Integrated Wealth Management + Tax Planning ↗
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- Our Team
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Meet the Team
At Beaird Harris, you gain the strength of an integrated team — tax, accounting, and wealth management professionals united in helping you achieve clarity, confidence, and lasting success. Together, we bring your financial picture into focus so you can move forward with purpose.
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- Careers
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Careers
This is a place where integrity is the fulcrum that propels our business and our people. Where collaborative care infuses everything we do. And where you’ll be inspired each and every day to invest your whole self into the vital work you’re doing.
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Your Financial Partner
Tax + Accounting
+ Wealth Management
Centered Around You
Our integrated approach to financial services helps provide peace of mind – allowing you to focus on the things that matter most: living a happy, healthy, and meaningful life.
Tax + Wealth Management Services for Individuals & Families
Your financial life has many moving parts—competing goals, shifting markets, and ever-changing tax regulations. At Beaird Harris, our role is simple: to bring order to the turbulence so you can feel more confident and focus on the things in life that matter most.
Not every client is a fit for every service, and that’s okay. Some work with us solely for wealth management. Others engage only in tax. And for those with more complex needs, we can integrate the two—aligning tax and wealth management under one roof to create a seamless, coordinated solution.
Tax + Wealth Management Services for Individuals & Families
Your financial life has many moving parts—competing goals, shifting markets, and ever-changing tax regulations. At Beaird Harris, our role is simple: to bring order to the turbulence so you can feel more confident and focus on the things in life that matter most.
Not every client is a fit for every service, and that’s okay. Some work with us solely for wealth management. Others engage only in tax. And for those with more complex needs, we can integrate the two—aligning tax and wealth management under one roof to create a seamless, coordinated solution.
Not every client is a fit for every service, and that’s okay. Some work with us solely for wealth management. Others engage only in tax. And for those with more complex needs, we can integrate the two—aligning tax and wealth management under one roof to create a seamless, coordinated solution.
Services for Individuals & Families
Tax Services
We're keenly attuned to the intricacies and opportunities that come with increasing income and complexity. You can rely on our insight, analysis and expertise when it comes to tax mitigation strategies and structures to preserve your assets – all delivered without the typical accountant-speak.
Wealth Management
The success on your journey towards retirement depends on efficiently integrating your investment management, financial planning, risk management and estate planning decisions. It’s the integration of these critical components that form the foundation of our Beaird Harris WealthGuideSM planning process.
All Your Financial Needs, Seamlessly Connected
- Evidence-Based Investing
- Stock Option Analysis
- Financial Planning
- Insurance & Risk Management
- Asset Protection Strategies
- Trusts & Family Limited Partnerships
- Estate Plan Review
- Multigenerational Family Meetings
- Charitable Giving Strategies
- Strategic Tax Analysis
- Tax Preparation
Tax & Outsourced Accounting Services provided by Beaird Harris, PLLC. Wealth Management Services provided by Beaird Harris Wealth Management, LLC.
Tax + Outsourced Accounting Services for Small Businesses
Your business is much more than an asset—it’s an integral part of your total financial picture. Yet day-to-day operational demands often leave little time for meaningful planning around cash flow, working capital, and long-term growth. Your business success is deeply connected to your personal financial life. We help ensure decisions made for your business support your broader goals and long-term financial well-being.
From early-stage ventures to succession planning, we provide clarity, structure, and forward-looking guidance so you can focus on building value.
Services for Businesses
How Can We Help?
Tax Service
We're keenly attuned to the intricacies and opportunities that come with increasing income and complexity. You can rely on our insight, analysis and expertise when it comes to tax mitigation strategies and structures to preserve your assets – all delivered without the typical accountant-speak.
Outsourced Accounting Services
At Beaird Harris, our outsourced accounting services are designed to provide businesses with accurate, timely, and customized financial records that not only ensure compliance but also deliver valuable insights for future planning.
How Can We Help?
Whether you have questions or wish to explore a partnership with Beaird Harris, we’re here to help.
Schedule a complimentary call today.
Industries We Specialize In
- Healthcare Professionals
- Anesthesiology
- Attorneys
- Concierge Medicine
- Dental & Oral Surgeons
- Dental Practices
- Dermatology
- Emergency Medicine
- Influencers & Content Creators
- Med Spas
- MSOs & DSOs
- ObGyn
- Orthopedic & Sports Medicine
- Plastic Surgery Centers
- Real Estate Investors
- Restaurant & Franchise Owners
- Technology Companies
- Veterinary Medicine
Tax, Accounting, Business Consulting & Business Advisory Services provided by Beaird Harris, PLLC.
Wealth Management, Investment Management, Financial Planning, Risk Management & Estate Planning Services provided by Beaird Harris Wealth Management, LLC.
ABOUT US
Who is Beaird Harris?
Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm dedicated to helping financially established individuals, families, businesses and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions. Beaird Harris offers tax, accounting, business consulting, business advisory, investment management, financial planning, risk management, estate planning and retirement plan services.
Beaird Harris, PLLC and Beaird Harris Wealth Management, LLC are affiliates who operate in a collaborative team environment under the enterprise name of Beaird Harris. We believe that clients are best served when all facets of finance and taxes are viewed holistically. While clients are not required to use both firms, many value the simplicity of working with a single enterprise to integrate tax and wealth management for a fully coordinated solution.
Number of States
0
Client Relationships
1000
+
Assets Under Management
$
0
B
CPA, CFP & CFA Designations
0
*All Metrics as of March 28, 2023.
Beaird Harris, PLLC and Beaird Harris Wealth Management, LLC have clients in 37 and 28 states respectively, with 27 states in common.
Beaird Harris, PLLC and Beaird Harris Wealth Management, LLC serve more than 1,974 and 718 relationships, respectively, with 342 relationships in common.
The achievement of any designation or certification should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Beaird Harris is engaged, or continues to be engaged, to provide tax, accounting or investment advisory services. The Designations represent the total of both firms.
Dallas Based. National Reach.
Proudly based in Dallas, Beaird Harris serves clients across Texas and beyond—offering the same trusted guidance wherever life takes our clients.
OUR TEAM
When you work with Beaird Harris,
you get the experience of working with the whole team.
NATIONAL RECOGNITION
Awards & Accolades
At Beaird Harris, we are proud of our accomplishments and national recognition. However, we never forget that the true measure of our continued success is the peace of mind our clients enjoy as we help enhance the quality of their lives and fulfill their personal and financial goals.
Let's Talk
Curious to see if we’re a good fit?
Schedule a complimentary call today. We’ll help you get started and learn more about Beaird Harris.
Our Videos
Short Videos That Introduce You To Our Team, Our Philosophy And The Beaird Harris Story.
The Art of Integration
A Firm For The Ages
The Two Pockets Of Philanthropy
Schedule a complimentary call today.
We’ll help you get started and learn more about Beaird Harris.
Schedule a complimentary call today.
We’ll help you get started and learn more about Beaird Harris.
Beaird Harris Careers
Beaird Harris is fully committed to offering the best opportunity in the industry for a career in tax, accounting or financial services. We realize that we could not have achieved our growth without hiring the best and most highly qualified professionals. As such, we’re committed to maintaining a work environment characterized by openness and respect so that employees at all levels are able to utilize their individual talents to contribute, and be a part of Beaird Harris’ success.