Tax & Wealth Management Services for Businesses

Your Business is Much More Than an Asset

It’s an integral part of your total tax and wealth management picture. Yet day-to-day operational demands can leave little time for meaningful strategic planning around cash flow and working capital needs, expense management, risk mitigation and an array of personal wealth issues.

Often, what’s best for your business may be diametrically opposed to what’s in your family’s best interest – yet the two are inextricably linked. It requires a thoughtful and delicate balancing act, and addressing this interrelationship and interdependence is what genuinely sets Beaird Harris apart.

While our roots are firmly established in the detail and discipline of a CPA firm, we recognize that tax management is woven into the fabric of financial planning and wealth management. 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.


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

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. 

Accounting Services

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.

Business Consulting

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.

Retirement Plan 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.

Tax & Accounting Services provided by Beaird Harris, PLLC.
Investment Management & Financial Planning Services provided by Beaird Harris Wealth Management, LLC.

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Schedule a complimentary call today.

We’ll help you get started and learn more about Beaird Harris.