Please note Beaird Harris will be closed Friday, December 8th for our annual holiday celebration. 

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.

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. 

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.

 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. 

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.

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

Individuals & Families

Individuals & Families

Our team of professionals can help address your tax, accounting and wealth management needs.

Businesses

Businesses

We provide guidance in tax, accounting, retirement plans and employee benefits.

Healthcare Professional

Healthcare Professionals

We work with practices of all sizes and specialties from sole practitioners to large medical groups.


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, 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.

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Number of States
1000 +
Client Relationships
$ 0 B
Assets Under Management
0
CPA, CFP & CFA Designations

*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 Videos

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

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The Art of Integration
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A Firm For The Ages
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The Two Pockets Of Philanthropy
Beaird Harris

We’re Moving December 15th!

We are excited to announce that Beaird Harris is relocating to a new office on December 15th, 2023.

Charitable giving strategies that could serve you to reduce your tax liability.
Jimmy Zimmerman

Charitable Giving Strategies

As you consider your year-end charitable giving strategies – whether you want to support your favorite qualified charity or make an annual gift to your

Beaird Harris Awards & Accolades

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Schedule a complimentary call today.

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

schedule call

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.