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.
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