HEALTHCARE PROFESSIONALS

Tax + Wealth Management
for Healthcare Professionals

Understanding the financial complexities of healthcare professionals, from sole practitioners to large groups, we provide proactive tax and wealth management solutions for physicians at all stages of their career.

HEALTHCARE INDUSTRIES

We Speak the Language of the Healthcare Industry

Beaird Harris offers deep expertise across a broad range of specialties within the healthcare industry. Whether you’re a sole practitioner or part of a large medical group, we work with you to help ensure you achieve your financial goals, whether personal or business. Our commitment to your success is unwavering, and our genuine care sets us apart in each niche we serve.

  • Concierge Medicine
  • Colon & Rectal
  • Dental
  • DSOs & MSOs
  • Dermatology
  • Endodontics
  • Emergency Medicine
  • Eye Centers
  • Hospitalists
  • Internal Medicine
  • MedSpas
  • Ophthalmology
  • Orthopedic Surgery
  • Plastic Surgery
  • Sleep Medicine
  • Veterinary Medicine
  • + Many More
  • Concierge Medicine
  • Colon & Rectal
  • Dental
  • DSOs & MSOs
  • Dermatology
  • Endodontics
  • Emergency Medicine
  • Eye Centers
  • Hospitalists
  • Internal Medicine
  • MedSpas
  • Ophthalmology
  • Orthopedic Surgery
  • Plastic Surgery
  • Sleep Medicine
  • Veterinary Medicine
  • + Many More
  • Concierge Medicine
  • Colon & Rectal
  • Dental
  • DSOs & MSOs
  • Dermatology
  • Endodontics
  • Emergency Medicine
  • Eye Centers
  • Hospitalists
  • Internal Medicine
  • MedSpas
  • Ophthalmology
  • Orthopedic Surgery
  • Plastic Surgery
  • Sleep Medicine
  • Veterinary Medicine
  • + Many More

A COLLABORATIVE APPROACH

Looking Out For You, While You Watch Over Others

Holistic. It’s a word that although tossed around far too often these days, is deeply ingrained in the healthcare profession. From early on, you’re taught to treat the whole person rather than individual symptoms – addressing the interrelationship and interdependence of all systems within the complex structure that is the human body.  It’s precisely the same diagnostic approach we’ve adopted at Beaird Harris.

We recognize that tax management is inextricably linked and woven into the fabric of your financial planning and wealth management picture. Addressing any one in isolation is more like treating symptoms than providing a cure. Although our tax and wealth management practices are separate and autonomous entities – each with their own clients – all of our clients benefit from the knowledge-sharing that comes with such close association and collaborative expertise.

OUR FINANCIAL SERVICES

How We Work With You

Going beyond traditional tax and wealth management, we aim to create a totally synergistic experience for our clients.

We’re keenly attuned to the intricacies and opportunities that come with increasing income and complexity.  You can rely on our insight, analysis and expertise when it comes to tax mitigation strategies and structures to preserve your assets – all delivered without the typical accountant-speak. 

The success on your journey towards retirement depends on efficiently integrating your investment management, financial planning, risk management and estate planning decisions. It’s the integration of these critical components that form the foundation of our Beaird Harris WealthGuideSM planning process.

From early stage businesses in growth mode to mature organizations in transition, our Business Advisory Services can help bridge your financial management gap. We know that business owners are under constant pressure to make operational decisions with financial and tax implications, so our expertise is aimed at providing reassurance and accessibility.

No matter where you are in life – just starting out, in your peak earning years, approaching retirement, addressing your legacy or preparing for a major life change – our  planning process is designed to help prioritize your short- and long-term goals while aligning personalized strategies to help you achieve financial peace of mind.

A rewarding investment experience is built upon an understanding of how markets work and how your actions, and reactions, can affect your outcomes. A strong foundation gives you the confidence to stick with your plan throughout the ups and downs, so you can live better and feel better—not just years from now, but today.

We’ll lead you through a review of each line of coverage you own and point out any potential gaps or deficiencies in coverage. While we don’t sell insurance, we will help you understand your current level of risk exposure and offer objective advice to help protect the vulnerable areas of your financial life.

We understand the importance of proactive estate planning for the security of your family’s future. We offer personalized reviews, collaborate with your legal and tax advisors, and prioritize your interests as fiduciary advisors, to help ensure your wishes are honored and your legacy protected for generations to come.

Let us simplify the day-to-day tasks associated with running your business, so you have more time to focus on business development, relationship management and delivering excellent customer service. We’re a leading provider of accounting services to small- and mid-sized firms spanning a wide range of industries.

We’re invested in your continued success. Beaird Harris can serve as your trusted business advisor, providing expert analysis and consulting to help you grow your business and streamline your operations. We work with many business owners and provide an array of consulting services.

We understand business owners face an exponential number of time-consuming challenges. If you’re looking to start a retirement plan we can help in all areas from plan design coordination to investment performance reporting.

Transitioning into a demanding career can be overwhelming, leaving little time for financial planning. Starting your financial journey early is crucial, as the decisions you make now can have long-term implications. We specialize in helping white coats get into the black!

We’re keenly attuned to the intricacies and opportunities that come with increasing income and complexity.  You can rely on our insight, analysis and expertise when it comes to tax mitigation strategies and structures to preserve your assets – all delivered without the typical accountant-speak. 

Let us simplify the day-to-day tasks associated with running your business, so you have more time to focus on business development, relationship management and delivering excellent customer service. We’re a leading provider of accounting services to small- and mid-sized firms spanning a wide range of industries.

We’re invested in your continued success. Beaird Harris can serve as your trusted business advisor, providing expert analysis and consulting to help you grow your business and streamline your operations. We work with many business owners and provide an array of consulting services.

From early stage businesses in growth mode to mature organizations in transition, our Business Advisory Services can help bridge your financial management gap. We know that business owners are under constant pressure to make operational decisions with financial and tax implications, so our expertise is aimed at providing reassurance and accessibility.

The success on your journey towards retirement depends on efficiently integrating your investment management, financial planning, risk management and estate planning decisions. It’s the integration of these critical components that form the foundation of our Beaird Harris WealthGuideSM planning process.

No matter where you are in life – just starting out, in your peak earning years, approaching retirement, addressing your legacy or preparing for a major life change – our  planning process is designed to help prioritize your short- and long-term goals while aligning personalized strategies to help you achieve financial peace of mind.

A rewarding investment experience is built upon an understanding of how markets work and how your actions, and reactions, can affect your outcomes. A strong foundation gives you the confidence to stick with your plan throughout the ups and downs, so you can live better and feel better—not just years from now, but today.

We’ll lead you through a review of each line of coverage you own and point out any potential gaps or deficiencies in coverage. While we don’t sell insurance, we will help you understand your current level of risk exposure and offer objective advice to help protect the vulnerable areas of your financial life.

We understand the importance of proactive estate planning for the security of your family’s future. We offer personalized reviews, collaborate with your legal and tax advisors, and prioritize your interests as fiduciary advisors, to help ensure your wishes are honored and your legacy protected for generations to come.

We understand business owners face an exponential number of time-consuming challenges. If you’re looking to start a retirement plan we can help in all areas from plan design coordination to investment performance reporting.

Tax, Accounting, Business Consulting & Business Advisory Services provided by Beaird Harris, PLLC.
Wealth Management, Investment Management, Financial Planning, Risk Management & Estate Planning Services provided by Beaird Harris Wealth Management, LLC.

Let's Talk

Curious to see if we’re a good fit? 

Schedule a complimentary call today. We’ll help you get started and learn more about Beaird Harris.