COVID-19 Update: Beginning May 18, we will begin cautiously reopening Beaird Harris. Read More.
If you have any questions, please reach out to your primary Beaird Harris contact or call (972) 503-1040.

Beaird Harris will be closed on Friday, July 3rd in observance of the Independence Day holiday.

Healthcare Professionals

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.

While our roots are firmly established in the detail and discipline of a CPA firm, 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.

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

For our healthcare clients, our tax services go beyond simply preparing a tax return. Our tax planning process includes a Cash Flow Prescription for how to most tax-efficiently extract cash, pay expenses, fund retirement and pay taxes.

Accounting Services

Let us simplify the day-to-day tasks associated with running your business, so you have more time to focus on what truly matters most - providing world-class patient care.  Beaird Harris offers bookkeeping and payroll support.

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. 

Investment Management

Our evidence-based approach to investing is both deliberate and scientific.  Approaching a problem or set of questions from an evidence-based point of view has profoundly affected the filed of medicine, and now investing. 

Financial Planning

You never cut corners or take the easy rode when it comes to the care of your patients. That often means little time to plan for your own financial security and that of your family. Let us be your prescription for financial wellness.

Family Office Services

We’ll design a plan to structure and guide the ongoing management of family assets using trusts and other strategies to minimize the impact of estate taxes and help ensure your wishes are met.

Retirement Plan Services

We're invested in your continued success. As a business owner, you 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.

New Doctor Program

Helping new White Coats get into the black, we understand doctors’ unique earning, spending and savings patterns across different specialties and age groups, and use that expertise to design integrated tax strategies and financial plans.

Tax & Accounting Services provided by Beaird Harris & Co., P.C.
Investment Management & Financial Planning Services provided by Beaird Harris Wealth Management, Inc.

How We Work With You

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

For our healthcare clients, our tax services go beyond simply preparing a tax return. Our tax planning process includes a Cash Flow Prescription for how to most tax-efficiently extract cash, pay expenses, fund retirement and pay taxes.

Let us simplify the day-to-day tasks associated with running your business, so you have more time to focus on what truly matters most – providing world-class patient care.  Beaird Harris offers bookkeeping and payroll support.

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. 

Our evidence-based approach to investing is both deliberate and scientific.  Approaching a problem or set of questions from an evidence-based point of view has profoundly affected the filed of medicine, and now investing. 

You never cut corners or take the easy rode when it comes to the care of your patients.  That often means little time to plan for your own financial security and that of your family.  Let us be your prescription for financial wellness. 

We’ll design a plan to structure and guide the ongoing management of family assets using trusts and other strategies to minimize the impact of estate taxes and help ensure your wishes are met.

We’re invested in your continued success.  As a business owners, you 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. 

We understand doctors’ unique earning, spending and savings patterns across different specialties and age groups, and use that expertise to design integrated tax strategies and financial plans.

Tax & Accounting Services provided by Beaird Harris & Co., P.C.
Investment Management & Financial Planning Services provided by Beaird Harris Wealth Management, Inc.

"We believe that clients are best served when all facets of finance and taxes are viewed holistically. While clients are not required to use both firms, many value the simplicity of working with a single enterprise to integrate tax and wealth management for a fully coordinated solution."

Pat Beaird, Managing Shareholder
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We’ll help you get started and learn more about Beaird Harris.