- Who We Serve
-
-
-
Who We Serve
Beaird Harris is a Certified Public Accounting and fee-only Wealth Management firm dedicated to helping financially established individuals, families, businesses and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions.
-
-
-
- What We Do
-
-
-
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
-
-
-
- About Us
-
-
-
About Us
Today, our size allows us to provide the depth of services and technical skills to meet the myriad of tax and financial challenges you or your business may encounter, yet we remain small enough to maintain close relationships with our clients to help them achieve their financial goals.
-
-
-
- Insights
-
-
-
Insights
Explore timely insights, practical resources, and firm updates designed to keep you informed and empowered year round. From expert articles and key deadlines to national recognition and planning tools.Download our latest brochure Integrated Wealth Management + Tax Planning ↗
-
-
-
- Our Team
-
-
-
Meet the Team
At Beaird Harris, you gain the strength of an integrated team — tax, accounting, and wealth management professionals united in helping you achieve clarity, confidence, and lasting success. Together, we bring your financial picture into focus so you can move forward with purpose.
-
-
-
- Careers
-
-
-
Careers
This is a place where integrity is the fulcrum that propels our business and our people. Where collaborative care infuses everything we do. And where you’ll be inspired each and every day to invest your whole self into the vital work you’re doing.
-
-
-
Dana Carlat
Tax Senior
Dana Carlat
Dana Carlat is just getting settled in. Check back soon!
Biography
Dana Carlat is just getting settled in. Check back soon!
Connect
DanaC@bh-co.com
(972) 947-5490
Education
N/A
cREDENTIALS, involvement & rECOGNITION
N/A
Involvement
N/A
Recognition
N/A
Years at Beaird Harris
1 Years
Prior Experience
N/A
Born & Raised
N/A
Family
N/A
Favorite
N/A
Fun Fact
N/A
Favorite Quote
N/A