

The New Intuit Platform
Accountants don’t love change… unless it saves us time.The new QuickBooks platform might look different, but it’s what’s under the hood that really counts. Think…
At Beaird Harris, our succession plan ensures continuity and stability for our valued clients while recognizing exceptional talent within our team. As Paula Allgood, Managing Partner of our public accounting practice, highlights, “Our partner opportunity is mutually beneficial, attracting top talent and providing clients with continuity and assurance.” Through a rigorous selection process, we welcome deserving senior team members to our partner group, aligning their interests with the firm’s long-term success. This commitment to excellence ensures we continue to deliver unparalleled service and value, paving the way for a steadfast and successful future.
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 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.
Beaird Harris, PLLC is a Certified Public Accounting Firm.
Beaird Harris Wealth Management, LLC is a Registered Investment Advisor with the SEC.
Accountants don’t love change… unless it saves us time.The new QuickBooks platform might look different, but it’s what’s under the hood that really counts. Think…
A Clearer Look at the Competing House and Senate Tax Proposals
Annually, businesses (“holders”) should review their records and, if they hold property that is presumed abandoned (“unclaimed property”), as of March 1st, are required to…
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