- 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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2025 Extended Tax Returns, Business - Cutoff Date
Overview
Purpose:
Please note, if you would like to file your return by the September 15th (1065, 1120s) or October 15th (1120) deadline, the cutoff date to get us the information to complete your return is Monday, July 13th. Returns will be completed in the order they are received.
We have set this deadline in fairness to all of our clients so we can provide the quality and service you deserve.
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 July 13 deadline. This reflects the additional time, resources, and complexity required to complete late-arriving filings under compressed timelines.
Data needed before we can start your 2025 business return:
- Financial Statements or QuickBooks
- ALL bank accounts and credit cards should be reconciled through December 31, 2025.
- Desktop Version Users – please send an Accountant’s Review Copy to your tax advisor through NetDocuments (also accessible via your tax advisor’s email signature).
- QuickBooks Online Users – please contact your tax advisor once your file is reconciled and ready to go.
- If Beaird Harris does your bookkeeping, you can skip this step.
- ALL bank accounts and credit cards should be reconciled through December 31, 2025.
- Payroll Reports
- If Beaird Harris does not prepare your quarterly/annual payroll reports please send us the following items:
- Quarterly Forms 941 and C-3s
- Annual Forms 940, W-3, W-2s, 1096, and 1099s
- If Beaird Harris does not prepare your quarterly/annual payroll reports please send us the following items:
- Loans
- For any loans, please provide a statement that shows 2025 principal and interest activity, as well as the ending balance as of December 31, 2025.
- If you took out a new loan in 2025 or refinanced any existing loans, please send copies of the loan agreement.
- Large Equipment Purchases
- If you made any large equipment purchases (more than $2,500), please provide us with a copy of the vendor receipt, as well as any financing information, if applicable. This applies to car purchases as well as building or remodeling projects.
- Other Important Need-to-Know Information
- If you do business in multiple states, please provide details of revenues, payroll, and rents by state.
- Any changes to the business in 2025 or coming in 2026 that we need to know about? As always, please let us know.
- Texas Franchise WebFile number – please provide a copy of the letter (see sample) sent to you by Texas.
- County Rendition Report – please provide us with the pre-printed form sent to you by the county if you wish for us to prepare this report.