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.
OUR 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.
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.
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.
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.
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.
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 Advisory Services provided by Beaird Harris, PLLC.
Investment Management, Financial Planning & Retirement Plan Services provided by Beaird Harris Wealth Management, LLC.
Our team of professionals can help address your tax, accounting and wealth management needs.
We provide guidance in tax, accounting, retirement plans and employee benefits.
We work with practices of all sizes and specialties from sole practitioners to large medical groups.
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.
*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.
Beaird Harris, a $1 billion Dallas-based fee-only wealth management firm has been recognized by CNBC as one of 2021’s top 100 financial advisory firms.
At Beaird Harris, one of our primary goals is to provide a successful investment experience. That means more than considering investment returns. It means offering…
Beaird Harris ranked No. 16 in the small companies category (15-99 employees) in Texas Monthly’s annual list of “100 Best Companies to Work for in…
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.
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.
12221 Merit Drive, Suite 750
Dallas, TX 75251
Phone: (972) 503-1040
Fax: (972) 503-1120
You don't get just one advisor - you get our whole team!
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