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.
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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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.
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.
If you would like to file your return by the October 15th deadline, the cutoff date to get us the information to complete your return is Friday, August 14th. Returns will be completed in the order they are received.
To help manage peak-season workloads and ensure fairness to all clients, a minimum 10% peak demand surcharge will apply to any return for which information is received after the August 14 deadline. This reflects the additional time, resources, and complexity required to complete late-arriving filings under compressed timelines.
We have set this deadline in fairness to all of our clients so we can provide the quality and service you deserve. If you have extenuating circumstances, or concerns that you won’t be able to make the cutoff, please contact us now so we can make sure you are taken care of.
If you have already submitted your documentation, please rest assured that Beaird Harris is diligently working to complete your return. Your tax advisor will be in touch with filing instructions once your return is complete and ready for signatures.
Please Note: Unless you are dropping off or mailing your documents to us directly, the most secure way to get your information to us is through TaxCaddy ( https://bh-co.com/taxcaddy/ ). If you have not established a TaxCaddy account, please request instructions from TaxCaddy@bh-co.com. We’ll send setup details and instruction on how to link your account to Beaird Harris directly.