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Schedule an introductory call so we can understand your unique goals and learn about the complexity of your financial situation. If we’re a good fit, we’ll match you with a CPA and/or Wealth Manager who we feel will best meet your needs. We’d love to hear from you!
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, business advisory, financial planning, investment management, risk management, estate 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.
Check out some of our most frequent FAQs.
We price all of our engagements after a discovery call and review of your prior two years tax returns. Pricing is based on a number of factors, most of which deal with the complexity of your situation and the resources required to do the job.
A fiduciary is a professional who stands in a special relationship of trust, confidence, and/or legal responsibility with a client. Beaird Harris is a Registered Investment Advisor, which means we are required by law to act in our clients’ best interest. We take this responsibility very seriously.
Yes, our minimum annual fee for any tax, accounting or business advisory engagement is $5,000. This fee may be allocated across any of the services we provide, exclusive of wealth management fees.
Our typical engagement includes a fee structure that is the greater of 1.00% of assets under management or $10,000. The 1.00% fee tiers down with assets greater than $1M. Included in your wealth management fee is professional investment management, financial planning, and a comprehensive risk and estate review.
Yes. There are some important nuances to navigating the process when being examined by the IRS and favorable outcomes are much more likely when a taxpayer has proper representation and is responsive to the IRS. Additional fees may apply.
Unlike a brokerage house, Beaird Harris does not generate commissions through buying and selling securities. As a fiduciary, we hold ourselves to put the best interests of our clients ahead of our own. Brokers adhere to a lower suitability standard, meaning they are required to sell products that are suitable for a client, even though there may be better alternatives.
We pride ourself on our timely and efficient response to client questions, often providing answers within hours rather than days or weeks, allowing you to make informed financial and tax decisions in real-time.
Fee-only means we only receive compensation from our clients. As fee-only advisors, we do not receive benefits from brokerage services, commissions or finder’s fees. This independence allows Beaird Harris to remain impartial and deliver objective fiduciary advice.
We use TaxCaddy for individual clients and NetDocuments for business clients – making gathering tax documents and sharing them with Beaird Harris a breeze.
To begin a relationship with us, you typically need to have an investment portfolio of at least $1,000,000, though there are exceptions for our Young Professionals and New Doctor Programs.
Check out some of our most frequent FAQs.
We price all of our engagements after a discovery call and review of your prior two years tax returns. Pricing is based on a number of factors, most of which deal with the complexity of your situation and the resources required to do the job.
Yes, our minimum annual fee for any tax, accounting or business advisory engagement is $5,000. This fee may be allocated across any of the services we provide, exclusive of wealth management fees.
Yes. There are some important nuances to navigating the process when being examined by the IRS and favorable outcomes are much more likely when a taxpayer has proper representation and is responsive to the IRS.
We pride ourself on our timely and efficient response to client questions, often providing answers within hours rather than days or weeks, allowing you to make informed financial and tax decisions in real-time.
Yes. TaxCaddy makes gathering tax documents and sharing them with Beaird Harris a breeze. Learn more at www.bh-co.com/taxcaddy
A fiduciary is a professional who stands in a special relationship of trust, confidence, and/or legal responsibility with a client. Beaird Harris is a Registered Investment Advisor, which means we are required by law to act in our clients’ best interest. We take this responsibility very seriously.
Our typical engagement includes a fee structure that is the greater of 1.00% of assets under management or $10,000. The 1.00% fee tiers down with assets greater than $1M. Included in your wealth management fee is professional investment management, financial planning, and a comprehensive risk and estate review.
Unlike a brokerage house, Beaird Harris does not generate commissions through buying and selling securities. As a fiduciary, we hold ourselves to put the best interests of our clients ahead of our own. Brokers adhere to a lower suitability standard, meaning they are required to sell products that are suitable for a client, even though there may be better alternatives.
Fee-only means we only receive compensation from our clients. As fee-only advisors, we do not receive benefits from brokerage services, commissions or finder’s fees. This independence allows Beaird Harris to remain impartial and deliver objective fiduciary advice.
To begin a relationship with us, you typically need to have an investment portfolio of at least $1,000,000, though there are exceptions for our Young Professionals and New Doctor Programs.
