- 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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Your Financial Partner
Connecting all the dots of your financial life.
Tax, accounting, and wealth management — under one roof.
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When it matters most
Many clients first reach out during a significant financial moment. We are ready when you are.
- Approaching Retirement
- Receiving an Inheritance
- Reviewing Your Investment Portfolio
- Selling or Exiting a Business
- Building a Healthcare Practice
- Planning Multigenerational Wealth
- Managing Equity Compensation
- Ready for a Fractional CFO
- Considering a Private Equity Transaction
Tax & Wealth Management
For Individuals & Families
Your financial life has many moving parts, competing goals, shifting markets, and ever-changing tax regulations. At Beaird Harris, our role is simple: to bring order to the turbulence so you can feel more confident and focus on the things in life that matter most.
Some clients engage us for tax. Others for wealth management. Many find that integrating both creates a fully coordinated, proactive plan that no single-service firm can match.
Tax Planning & Preparation
We are keenly attuned to the intricacies and opportunities that come with increasing income and complexity. You can rely on our insight, analysis and expertise for tax mitigation strategies and structures to preserve your assets, delivered without the typical accountant-speak.
Wealth Management
The success on your journey towards retirement depends on efficiently integrating your investment management, financial planning, risk management and estate planning decisions. These critical components form the foundation of our Beaird Harris WealthGuideSM planning process.
Integrated Planning
When your CPA and your wealth manager are in the same room, tax decisions inform investment strategy, and investment decisions inform tax planning. There are no blind spots, no gaps between advisors, and no missed opportunities. That is the advantage of having tax and wealth management under one roof.
All Your Financial Needs, Seamlessly Connected
- Evidence-Based Investing
- Asset Protection Strategies
- Charitable Giving Strategies
- Stock Option Analysis
- Trusts & Family Limited Partnerships
- Strategic Tax Analysis
- Financial Planning
- Estate Plan Review
- Tax Planning & Preparation
- Insurance & Risk Management
- Multigenerational Family Meetings
Tax & Outsourced Accounting
For Small Businesses
Your business is much more than an asset, it is an integral part of your total financial picture. Yet day-to-day operational demands often leave little time for meaningful planning around cash flow, working capital, and long-term growth.
From early-stage ventures to succession planning, we help ensure decisions made for your business support your broader personal financial goals.
Tax Services
From entity structure and cash flow planning to year-end tax strategy, we help business owners make proactive decisions that reduce liability and support long-term growth, including during business transitions and succession planning.
Outsourced Accounting
Our outsourced accounting services provide businesses with accurate, timely, and customized financial records that not only ensure compliance but also deliver valuable insights for future planning. From bookkeeping to Fractional CFO.
Business & Personal Integration
Your business success and personal financial life viewed holistically, including business succession, exit strategy, and retirement plan design. What is good for your business should align with your personal financial goals.
A Complete Suite of Business Services
- Tax Mitigation Strategies
- Financial Reporting
- Fractional CFO
- Multi-Year Tax Planning
- Cash Flow Management
- Forecasting & KPIs
- Business Tax Preparation
- Bookkeeping
- Strategic Financial Leadership
- Entity Structure Planning
- Controller Services
Who We Serve
Industries We Specialize In
- Anesthesiology
- Dental & Oral Surgeons
- Healthcare Professionals
- Med Spas
- Plastic Surgery Centers
- Technology Companies
- Attorneys
- Emergency Medicine
- High-Net-Worth Individuals
- MSOs & DSOs
- Real Estate Investors
- Veterinary Medicine
- Concierge Medicine
- Dermatology
- Influencers & Content Creators
- Orthopedic & Sports Medicine
- Restaurant & Franchise Owners
- + Many More
About Us
Who is Beaird Harris?
Beaird Harris is a Certified Public Accounting firm 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, PLLC and Beaird Harris Wealth Management, LLC operate as affiliates in a collaborative team environment, sharing the belief that clients are best served when all facets of finance and taxes are viewed holistically.
Fee-Only and Fiduciary
We don't earn commissions. We don't take finder's fees. As an SEC-registered RIA, we're legally required to put your interests first, and we take that seriously.
Proactive Advice
Tax planning isn't a once-a-year conversation for us. We're thinking about your situation all year, so you're never caught off guard.
Tailored Solutions
We're big enough to handle the complex stuff, and small enough that your advisor actually knows who you are.
Responsive Communication
When you have a question, you typically hear back within 24 hours. We know your time matters.
Our Partners
When you work with Beaird Harris, you get the experience of working with the whole team.
- Insights
Insights & Resources
From the Blog
Jun 2026
Protecting Yourself From Cyber Fraud: A Practical Guide for Investors
Jun 2026
What Is Tax-Loss Harvesting? Benefits, Risks, and Key Rules to Know
May 2026
What Business Owners Should Know About Reporting Unclaimed Property in Texas
May 2026
Dependent Care Expenses & Summer Camps: What Parents Should Know at Tax Time
View all posts →
WealthGuideSM Newsletter
Quarterly Market Review
Brochure
Integrated Wealth Management + Tax Planning
- We're Hiring
Have you outgrown your existing firm?
At Beaird Harris, we are a firm where your clients know your name, your partners know your ambitions, and your work connects all the dots. Most firms are built on volume. Beaird Harris is built on relationships.
4.5
/5
Glassdoor 3
Employees recommend Beaird Harris as a great place to work.
Best Firms to Work For
Accounting Today
A consistently recognized firm for culture, growth, and employee experience.
Your designation, supported
CPAs, CFPs, and CFAs
Exam support and a bonus upon earning your professional designation.
Built for the long term
Sustainable Careers
Reduced summer hours, flexible schedules, and intentional mentorship at every level.
- Ready to Connect?
