- Who We Serve
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Who We Serve
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.
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- What We Do
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How We Work With You
Going beyond traditional tax and wealth management, we aim to create a totally synergistic experience for our clients.Tax Services
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- About Us
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About Us
Today, our size allows us to provide the depth of services and technical skills to meet the myriad of tax and financial challenges you or your business may encounter, yet we remain small enough to maintain close relationships with our clients to help them achieve their financial goals.
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- Insights
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Insights
Explore timely insights, practical resources, and firm updates designed to keep you informed and empowered year round. From expert articles and key deadlines to national recognition and planning tools.Download our latest brochure Integrated Wealth Management + Tax Planning ↗
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- Our Team
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Meet the Team
At Beaird Harris, you gain the strength of an integrated team — tax, accounting, and wealth management professionals united in helping you achieve clarity, confidence, and lasting success. Together, we bring your financial picture into focus so you can move forward with purpose.
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- Careers
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Careers
This is a place where integrity is the fulcrum that propels our business and our people. Where collaborative care infuses everything we do. And where you’ll be inspired each and every day to invest your whole self into the vital work you’re doing.
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INDIVIDUALS & FAMILIES
Emergency Medicine
Individuals and Families ⟶ Emergency Medicine
Emergency Medicine
Emergency physicians face unique financial challenges—from variable income and shift-based schedules to complex tax decisions and potential ownership
in freestanding ERs. Whether you’re working as a 1099 independent contractor, a W-2 employee, or an equity partner, we specialize in helping ER
physicians bring structure, clarity, and confidence to their financial lives.
Proven Expertise
Emergency physicians face unique financial challenges—from variable income and shift-based schedules to complex tax decisions and potential ownership
in freestanding ERs.
Whether you’re working as a 1099 independent contractor, a W-2 employee, or an equity partner, we specialize in helping ER
physicians bring structure, clarity, and confidence to their financial lives.
Specialized Support
Tailored solutions for every type of emergency physician, from independent contractors to equity partners
1099 Emergency Physicians
As an independent contractor, you’re more than a physician—you’re a business owner. That comes with flexibility, but also responsibility. Our proprietary Cash Flow RX process helps independent ER doctors simplify their finances, reduce tax stress, and stay organized.
We help you:
- Select and maintain the right entity structure (e.g., PLLC, S-Corp)
- Ensure income and expenses are properly categorized for tax purposes
- Plan for quarterly estimated payments and avoid year-end surprises
- Design tax-efficient retirement strategies outside of hospital plans
- Create a manageable, repeatable system to support long-term growth
W-2 Emergency Physicians
W-2 compensation brings simplicity—but limited planning opportunities if you’re not proactive. We help employed ER physicians make the most of their earnings and benefits while building a long-term strategy.
We help you:
- Optimize savings across pre-tax and after-tax accounts
- Build a personalized investment plan that aligns with your goals
- Analyze student loan options in the context of career and lifestyle
- Protect income through tailored insurance strategies
- Coordinate tax planning and personal financial milestones
Freestanding ER Owners
Physician-ownership offers real upside—but also additional complexity. We help you understand what ownership means financially, operationally, and personally.
We help you:
- Understand entity structure, income allocation, and tax implications
- Plan for partner distributions, capital calls, and liquidity needs
- Align business decisions with personal wealth goals
- Navigate succession, buy-in/buy-out strategies, and long-term exit plan
OUR FINANCIAL SERVICES
We integrate the four pillars of financial well-being
Tax, Accounting, Business Consulting, and Wealth Management—to meet the needs of emergency physicians at every stage of their career.
Tax Services
Proactive, year-round strategies to reduce tax liability and avoid surprises
- Annual tax return preparation
- Quarterly estimate planning
- Entity-level and personal tax strategy
- IRS correspondence and audit support
Accounting Services
Clean books are essential for 1099s and business owners
- Entity selection and formation
- Compensation strategy and retirement plan design
- Partnership planning and ownership transitions
- Operational guidance based on industry experience
Business Consulting
Strategic partnership from entity setup to eventual exit planning
- Bookkeeping and financial statement prep
- Income and expense categorization
- Practice-level visibility and insights
- QuickBooks setup and support
Wealth Management
Comprehensive, evidence-based approach to build and protect your wealth
- Investment management and financial planning
- Risk management and insurance strategy
- Retirement planning for W-2s and 1099sEstate and legacy planning
MEET OUR TEAM
Your Financial Experts for
Restaurant & Franchise Owners
Kristy Carlton
CPA | Tax Partner
Kristy is an Industry Lead of Beaird Harris’s Restaurant & Franchise Owners practice, guiding owners and operators through entity structuring, compliance,
and growth planning
Kristen Jones
CPA | Tax Partner
Kristen is an Industry Lead of Beaird Harris’s Restaurant & Franchise Owners practice, helping clients maximize tax savings and successfully navigate business transitions, from expansion to succession.
Matt Skinner
CPA | Business Advisory Partner
Matt leads Beaird Harris’s Business Advisory practice, providing financial leadership and guidance to help organizations improve profitability, strengthen
operations, and plan for long-term success.
Suzanne Bailey
CPA | Accounting Services
Suzanne is part of Beaird Harris’s Accounting Services Department, helping businesses streamline bookkeeping, reporting, and back-office functions so owners can focus on growth and client service.
Tai Chu
CFP® | Wealth Management Partner
Tai is part of Beaird Harris’s Wealth Management team, helping clients align their wealth with their life goals through comprehensive financial planning,
investment management, risk management, and estate planning.
Organizations
We Work With
We proudly serve a wide range of emergency medicine professionals and organizations, including:
Whether you’re just getting started or reevaluating your current setup, we’ll help you chart a clear, confident financial path forward.
- Independent emergency physicians and contractors
- Freestanding ER groups and physician-owners
- Hospital-based W-2 ER physicians
- Locum tenens and multi-site contractors
- Multi-owner medical groups and private practice startups
Let’s Talk with Beaird Harris.
Schedule a complimentary call today to start your partnership with Beaird Harris and discover how our expertise can help support and scale your brand, business, and future.