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.
When you engage Beaird Harris, you provide us with your nonpublic personal information. We collect and use this information to complete tax return(s), provide tax planning services, open investment account(s) and monitor your account(s) on an ongoing basis. The nonpublic personal information we collect falls into the following categories:
Our employees are governed by a strict code of conduct and are required to maintain the confidentiality of our client’s information. We restrict access to information about you to the employees who need to know that information in order to service your account. Additionally, we maintain physical, electronic and procedural safeguards that comply with Federal Standards to protect this information.
If you have any questions or concerns, please contact us at 972-503-1040.