COVID-19 Update: Beginning May 18, we will begin cautiously reopening Beaird Harris. Read More.
If you have any questions, please reach out to your primary Beaird Harris contact or call (972) 503-1040.

Beaird Harris will be closed on Friday, July 3rd in observance of the Independence Day holiday.

Blog

Beaird Harris Announces New Staff Credentials

Beaird Harris

Beaird Harris

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.

Ian Richards, CPA | Tax Senior

Ian joined Beaird Harris in January of 2019 and specializes in tax preparation, tax planning, and consulting for individual and business clients. Ian graduated from McMurry University in 2014 with a Bachelor of Science in Accounting.

Shonda Cady, PACE | Client Service Coordinator

Shonda joined Beaird Harris in 2018 as a member of our Client Service Team. In this capacity, she is responsible for processing tax returns, financial statements and payroll reports. She also provides administrative support to our tax team by coordinating client appointments, processing client documents and paperwork, and ensuring the day-to-day and ongoing needs of our clients are met. She attended Eastfield Junior College and studied General Bookkeeping and Accounting.

Stacey Majurin, PACE | Client Service Coordinator

Stacey joined Beaird Harris’s Client Services Team in 2019. She provides internal administrative support and attends to the Firm’s day-to-day office needs. She is involved in managing workflow, providing support to other team members, managing special projects, and processing tax returns.


About 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, 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.

Beaird Harris & Co., P.C. is a Certified Public Accounting Firm.
Beaird Harris Wealth Management, Inc. is a Registered Investment Advisor with the SEC.

No Professional Advice, Client Relationship, or Reliance on Information

Please note that any information or content on our Website, or any forms or tools on our Website which allow you to submit information or make calculations, and your use thereof, are not intended to provide any kind of professional advice, consultation or service, including but not limited to, legal, accounting, tax, or business advice. Nor does any such information, content, forms, or tools, or your use thereof or reliance thereon, create or constitute an attorney/client, accountant/client, or consultant/client relationship. You should therefore not use our Website or reliance on any information, content, forms, or tools on our Website as a substitute for any kind of professional advice. Rather, you should consult with a licensed professional, including one employed by our Company, for any accounting or tax questions you may have. You agree that we will not be liable to you or to any third party to the extent you treat or consider any information, content, forms, or tools on our Website as constituting any kind of professional advice. The information and content, including but not limited to forms and tools, presented on or made available through our Website are made available solely for general information purposes. We, therefore, do not warrant the accuracy, completeness or usefulness of any such information, content, forms, or tools, and any reliance you place on the same is strictly at your own risk.  We disclaim all liability and responsibility arising from any reliance placed on such materials by you or any other visitor to our Website, or by anyone who may be informed of any of its content.

Our Website provides illustrative lists of services that we provide. Nothing contained on our Website shall be construed as an offer or guarantee to provide any particular services to you, nor shall anything on our Website be construed as a direct solicitation for employment by any persons, companies, or organizations. Prior results we have obtained for others do not guarantee a similar outcome.

Share This
Share on facebook
Share on twitter
Share on linkedin
Share on email
schedule call

Schedule a complimentary call today.

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