Sheri Garcia

Client Services Coordinator
PACE

Sheri Garcia, PACE

Client Services Coordinator

Sheri Garcia is a Client Services Coordinator at Beaird Harris, where she plays a key role in managing a wide range of tasks to ensure efficient operations and exceptional client service. Her duties include processing and e-filing tax returns, coordinating the delivery of important documents, and overseeing new client onboarding, all while working closely with both administrative and client-facing teams. Sheri’s attention to detail and proactive approach enable her to consistently meet deadlines and provide prompt, effective support to clients.

In addition to her tax processing responsibilities, Sheri provides essential support to the tax team by managing incoming calls, scheduling meetings, ensuring smooth communication and coordination within the team.

Sheri joined Beaird Harris’s Client Services Team in November 2020.

Biography

Sheri Garcia is a Client Services Coordinator at Beaird Harris, where she plays a key role in managing a wide range of tasks to ensure efficient operations and exceptional client service. Her duties include processing and e-filing tax returns, coordinating the delivery of important documents, and overseeing new client onboarding, all while working closely with both administrative and client-facing teams. Sheri’s attention to detail and proactive approach enable her to consistently meet deadlines and provide prompt, effective support to clients.

In addition to her tax processing responsibilities, Sheri provides essential support to the tax team by managing incoming calls, scheduling meetings, ensuring smooth communication and coordination within the team.

Sheri joined Beaird Harris’s Client Services Team in November 2020.

Connect

SheriG@bh-co.com
972-383-0567

Education

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cREDENTIALS, involvement & rECOGNITION

Professional Administrative Certification of Excellence
Notary Public, State of Texas

Involvement

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Recognition

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Years at Beaird Harris

3 Years

Prior Experience

PSK LLP
Arlington Chamber of Commerce

Born & Raised

Bridgeport, Nebraska
Muleshoe, Texas

Family

Sheri is married to Manuel Garcia, has three grown children and five dogs, one cat, and two Parakeets.

Favorite

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Fun Fact

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Favorite Quote

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