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COVID-19 Update: Beaird Harris has shifted a significant number of our team members to work remotely.
We continue to serve and care for our clients, just as we always have, and are available by phone, video or email.

Beaird Harris will be closed on Friday, July 3rd in observance of the Independence Day holiday.

TAX AND WEALTH MANAGEMENT CENTERED AROUND YOU

Our integrated approach to tax and wealth management helps provide peace of mind - allowing you to focus on the things that matter most: living a happy, healthy, and meaningful life.

Let's Talk

TAX AND WEALTH MANAGEMENT CENTERED AROUND YOU

Our integrated approach to tax and wealth management helps provide peace of mind - allowing you to focus on the things that matter most: living a happy, healthy, and meaningful life.

Let's Talk

TAX AND WEALTH MANAGEMENT CENTERED AROUND YOU

Our integrated approach to tax and wealth management helps provide peace of mind - allowing you to focus on the things that matter most: living a happy, healthy, and meaningful life.

Let's Talk

TAX AND WEALTH MANAGEMENT CENTERED AROUND YOU

Our integrated approach to tax and wealth management helps provide peace of mind - allowing you to focus on the things that matter most: living a happy, healthy, and meaningful life.

Let's Talk

TAX & WEALTH MANAGEMENT CENTERED AROUND YOU

Our integrated approach to tax and wealth management helps provide peace of mind - allowing you to focus on the things that matter most: living a happy, healthy, and meaningful life.

Let's Talk

OUR SERVICES

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

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.

ACCOUNTING SERVICES

Let us simplify the day-to-day tasks associated with running your business, so you have more time to focus on business development, relationship management and delivering excellent customer service. We’re a leading provider of accounting services to small- and mid-sized firms spanning a wide range of industries.

BUSINESS CONSULTING

We’re invested in your continued success. Beaird Harris can serve as your trusted business advisor, providing expert analysis and consulting to help you grow your business and streamline your operations. We work with many business owners and provide an array of consulting services.

BUSINESS ADVISORY SERVICES

From early stage businesses in growth mode to mature organizations in transition, our Business Advisory Services can help bridge your financial management gap. We know that business owners are under constant pressure to make operational decisions with financial and tax implications, so our expertise is aimed at providing reassurance and accessibility.

FAMILY OFFICE SERVICES

We provide fully-integrated tax and financial strategies that include bill payment and other support services; we’re also able to help you prepare future generations for the challenges and opportunities associated with inheriting considerable wealth.

FINANCIAL PLANNING

Deploying the latest tools and relying on decades of practical experience, we’ll work with you to build your vision of an ideal future, and provide continuous guidance and oversight to keep you on track while efficiently integrating your planning, investment and tax decisions.

INVESTMENT MANAGEMENT

We employ a disciplined scientific investment strategy born out of Nobel Prize winning academic research focused on broad global diversification, sound asset allocation principles and a goal of assuming the least amount of investment risk required to achieve your objectives.

RETIREMENT PLAN SERVICES

We understand business owners face an exponential number of time-consuming challenges. If you’re looking to start a retirement plan we can help in all areas from plan design coordination to investment performance reporting.

TAX SERVICES

ACCOUNTING SERVICES

BUSINESS CONSULTING

BUSINESS ADVISORY SERVICES

FAMILY OFFICE SERVICES

FINANCIAL PLANNING

INVESTMENT MANAGEMENT

RETIREMENT PLAN SERVICES

Tax, Accounting & Business Advisory Services provided by Beaird Harris, PLLC.
Investment Management, Financial Planning & Retirement Plan Services provided by Beaird Harris Wealth Management, LLC.

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, investment management, financial planning, family office 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

1000 +

Client Relationships

$ 0 B

Assets Under Management

CPA, CFP & CFA Designations

*All Metrics as of February 19, 2020.

Beaird Harris, PLLC and Beaird Harris Wealth Management, LLC have clients in 34 and 30 states, respectively, with 27 states in common.
Beaird Harris & Co., P.C. and Beaird Harris Wealth Management, Inc. serve more than 1,400 and 600 relationships, respectively, with nearly 350 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.

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

Beaird Harris News & Views

Make the Most of Your Vehicle Expense Deduction

Here are some tips to make the most of your vehicle expense deduction.

Arsalan Ashraf September 9, 2021

2021 Best Firms to Work For

Beaird Harris ranked No. 15 in the midsized firms (50-249 employees), up from No. 27 in 2020.

Beaird Harris September 8, 2021

Hints to Audit Proof Your Tax Return

Recent proposals out of Washington D.C. would give the IRS up to $80 billion for auditing upper-income taxpayers. And when you consider households with income…

Caleb Mullins September 1, 2021

Beaird Harris Awards & Accolades

Schedule a complimentary call today.

We’ll help you get started and learn more about Beaird Harris.

Book an Appointment

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.

A Reflection of Our Hard Work

Over the years Beaird Harris has regularly received local and national awards and recognition. We consider this a reflection of our hard work and persistence to provide the best service and value to you, our clients.

How We Work With You

Individuals & Families

Businesses

Healthcare Professionals

Who is Beaird Harris?

Our Videos

Short Videos That Introduce You To Our Team, Our Philosophy And The Beaird Harris Story.

Beaird Harris News & Views

Make the Most of Your Vehicle Expense Deduction

2021 Best Firms to Work For

Hints to Audit Proof Your Tax Return

Beaird Harris Awards & Accolades

Schedule a complimentary call today.

Schedule a complimentary call today.

Beaird Harris Careers

A Reflection of Our Hard Work

Beaird Harris Press Releases

April 26, 2021

Beaird Harris Appoints Paula Allgood as Managing Partner of its Certified Public Accounting Practice

March 1, 2021

Beaird Harris Appoints Clint Dunn as Chief Compliance Officer and Partner of Beaird Harris Wealth Management, LLC

March 1, 2021

Beaird Harris Welcomes Ginnie Baker to its Team of Partners

March 1, 2021

Beaird Harris Welcomes Ameerah Morsy to its Team of Partners

Beaird Harris

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