Tax & Wealth Management for Individuals & Families

Your financial life has many moving parts – competing goals, short-term needs that undermine long-term objectives, and the constant uncertainty of shifting markets and ever-changing tax regulations. At Beaird Harris, our integrated approach to tax and wealth management has one and only one principal objective: to bring order to all the financial turbulence around you, allowing you to feel more confident and focus on the things in life that matter most.

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. 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.