OUR FINANCIAL SERVICES
Going beyond traditional tax and wealth management, we aim to create a totally synergistic experience for our clients.
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.
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.
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.
No matter where you are in life – just starting out, in your peak earning years, approaching retirement, addressing your legacy or preparing for a major life change – our planning process is designed to help prioritize your short- and long-term goals while aligning personalized strategies to help you achieve financial peace of mind.
A rewarding investment experience is built upon an understanding of how markets work and how your actions, and reactions, can affect your outcomes. A strong foundation gives you the confidence to stick with your plan throughout the ups and downs, so you can live better and feel better—not just years from now, but today.
We’ll lead you through a review of each line of coverage you own and point out any potential gaps or deficiencies in coverage. While we don’t sell insurance, we will help you understand your current level of risk exposure and offer objective advice to help protect the vulnerable areas of your financial life.
We understand the importance of proactive estate planning for the security of your family’s future. We offer personalized reviews, collaborate with your legal and tax advisors, and prioritize your interests as fiduciary advisors, to help ensure your wishes are honored and your legacy protected for generations to come.
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.
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.
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.
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.
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.
No matter where you are in life – just starting out, in your peak earning years, approaching retirement, addressing your legacy or preparing for a major life change – our planning process is designed to help prioritize your short- and long-term goals while aligning personalized strategies to help you achieve financial peace of mind.
A rewarding investment experience is built upon an understanding of how markets work and how your actions, and reactions, can affect your outcomes. A strong foundation gives you the confidence to stick with your plan throughout the ups and downs, so you can live better and feel better—not just years from now, but today.
We’ll lead you through a review of each line of coverage you own and point out any potential gaps or deficiencies in coverage. While we don’t sell insurance, we will help you understand your current level of risk exposure and offer objective advice to help protect the vulnerable areas of your financial life.
We understand the importance of proactive estate planning for the security of your family’s future. We offer personalized reviews, collaborate with your legal and tax advisors, and prioritize your interests as fiduciary advisors, to help ensure your wishes are honored and your legacy protected for generations to come.
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.
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.
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
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.
*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.
OUR TEAM
NATIONAL RECOGNITION
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.
Schedule a complimentary call today. We’ll help you get started and learn more about Beaird Harris.
President Trump signed legislation repealing IRS reporting rules for decentralized finance (DeFi) platforms, easing compliance burdens but leaving individual taxpayers responsible for accurate crypto reporting.
Certain non-traditional investments held in an IRA — like active business interests or leveraged real estate — can trigger Unrelated Business Income Tax (UBIT), potentially…
An unbiased look at tariffs, national debt, and economic volatility—what it means, why it matters, and how long-term investors can stay grounded.
We’ll help you get started and learn more about Beaird Harris.
We’ll help you get started and learn more about Beaird Harris.
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.
