Beaird Harris will be closed on Friday, July 3rd in observance of the Independence Day holiday.
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 & Co., P.C. and Beaird Harris Wealth Management, Inc. 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 & Co., P.C. and Beaird Harris Wealth Management, Inc. 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.
Investors often wonder whether the market will rise or fall based on who is elected president. The data shows that capturing the long-term returns of…
Beaird Harris congratulates Ian Richards on receiving his CPA, and Shonda Cady and Stacey Majurin on receiving their Professional Administrative Certification of Excellence (“PACE”) certification.
Most taxpayers ignore the federal estate tax, thinking they will never be touched by it. Unfortunately, you do this at your own peril.
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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