COVID-19 Update: Beaird Harris has shifted a significant number of our team members to work remotely.
We continue to serve and care for our clients, just as we always have, and are available by phone, video or email.

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.

HEALTHCARE PROFESSIONALS

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.

Investment Management

We employ a disciplined scientific investment strategy born out of Nobel Prize winning academic research focused on broad global diversification, sound asset allocation principles and a goal of assuming the least amount of investment risk required to successfully achieve your objectives.

Financial Planning

Deploying the latest tools and relying on decades of practical experience, we’ll work with you to build your vision of an ideal future, and provide continuous guidance and oversight to keep you on track while efficiently integrating your planning, investment and tax decisions.

Family Office Services

We provide fully-integrated tax and financial strategies that include bill payment and other support services; we’re also able to help you prepare future generations for the challenges and opportunities associated with inheriting a considerable amount of wealth.

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.

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

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