Taxes are in our DNA

Whether you’re a physician, dentist or other healthcare provider – working as a sole practitioner or as part of a large medical group – your schedule is demanding and time is a precious commodity. On a personal level, you need the expertise of a specialist to help manage your taxes in this complex and ever-shifting regulatory landscape. From proactive multi-year tax planning and projections to ongoing tax preparation, our CPAs are keenly attuned to the intricacies and opportunities associated with your chosen profession.

At an enterprise level, healthcare business owners appreciate our annual tax planning process that provides a roadmap for how to most tax-efficiently extract cash, pay expenses and pay taxes. And you can rely on our insight, analysis and consulting when it comes to the start-up, acquisition or expansion of your organization – from entity structure to risk management and retirement plan design…all delivered without the typical “accountant-speak.”

Federal Tax Returns

Federal Tax Returns

State Tax Returns

State Tax Returns

Trust Tax Returns

Trust Tax Returns

Estate Planning

Estate Tax Returns

Gift Tax Returns

Gift Tax Returns

Philanthropic Planning

Non-Profit Tax Returns

Sales Tax Returns

Sales Tax Returns

Excise Tax Returns

Excise Tax Returns

Tax Planning

Tax Planning

IRS Representation

IRS Representation

Resolution of IRS Notices

Resolution of IRS Notices

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

Countdown to Tax Day

Trust our tax team to assist with all of your tax and accounting needs.
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