- 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.
-
-
-
HEALTHCARE PROFESSIONALS
Technology Companies
healthcare professionals ⟶ Technology Companies
Tax, Accounting & Business Advisory Services for
Technology
Companies
From startups to transitions, we help innovators simplify the complex.
Entrepreneurial Businesses, Unique Challenges
Technology companies move fast. Whether you’re building AI solutions, advancing medical technology, or scaling telecom and IT infrastructure, growth
comes with financial complexity. Many founders have thought of everything — except taxes.
At Beaird Harris, we bring clarity to complexity with an integrated team of CPAs, accountants, business advisors, and wealth managers. Our clients value simplicity, proactive planning, and the reassurance of working with a partner who understands their industry and their ambitions.
Who We Serve
- Startups – entity creation, capitalization planning, and R&D tax credits
- Expanding Companies – outsourced accounting, growth planning, and multi-state tax compliance
- Transitioning Businesses – shareholder and private equity transactions, M&A readiness, and succession planning
- Tech Professionals – stock option planning, liquidity strategies, and comprehensive wealth management
Our Services
Tax
- Entity structuring and shareholder agreements
- Federal, state, and international tax compliance
- R&D tax credits and incentives
- Tax planning for equity compensation and liquidity events
Accounting
- Outsourced bookkeeping and financial reporting
- Payroll setup and support
- Bank and credit card reconciliations
- Budget development and financial statement preparation
Business Advisory
- Strategic business planning and forecasting
- Outsourced CFO-level guidance
- Exit planning, M&A support, and shareholder transitions
- Process improvement and scalable systems
Wealth Management
- Stock option & equity compensation strategies (ISOs, NSOs, RSUs, 83(b) elections)
- Cash flow and liquidity planning for founders and executives
- Diversification and risk management
- Estate planning for sudden wealth events (IPOs, acquisitions, exits)
Supporting Technology Companies
at Every Stage
Startup
You’ve moved past the idea stage and are ready to launch. We help you establish the right entity, secure funding with confidence, and take advantage of valuable R&D tax credits — building a strong foundation for growth.
Expansion
As your company scales, so do the complexities. From multi-state tax compliance and outsourced accounting to financial forecasting and operational efficiency, we simplify the details so you can focus on innovation
Transition
When it’s time to consider new ownership, private equity, or succession, we guide you through tax-efficient exits, shareholder transitions, and long-term wealth planning — helping protect the legacy you’ve built.
Why Technology Companies Choose Beaird Harris
- Team Approach – CPAs, advisors, and consultants working together seamlessly
- Deep Bench – expertise across tax, accounting, advisory, and wealth management
- Industry Passion – genuine interest in AI, medical technology, telecom, and IT
- Relationship-Driven – long-term partnerships built on trust and results
- Practical Simplicity – we streamline the complex so you can focus on building
Frequently Asked Questions
We provide integrated tax and wealth strategies to optimize ISOs, NSOs, RSUs, and 83(b) elections, ensuring your personal financial plan grows with your company
We provide integrated tax and wealth strategies to optimize ISOs, NSOs, RSUs, and 83(b) elections, ensuring your personal financial plan grows with your company.
Yes. We advise on cross-border tax issues, compliance, and structuring so technology companies can expand globally with confidence.
Meet Our Team
Joe Vincent, CPA
Senior Tax Manager | Industry Lead
Joe leads Beaird Harris’s Technology Companies practice, bringing extensive experience in tax planning and compliance. He helps founders, executives, and shareholders navigate complex issues such as R&D credits, entity structuring, and multi-state taxation.
Matt Skinner
Business Advisory
Kevin specializes in business tax planning for medical practices, guiding doctors through entity selection, partnership structures, and succession strategies. His straightforward advice helps physicians focus on what matters most: their patients.
Suzanne Bailey
Accounting Services
Suzanne is part of Beaird Harris’s Accounting Services Department, helping businesses streamline bookkeeping, reporting, and back-office functions so owners can focus on growth and client service.
Tai Chu, CFP®
Wealth Management
Tai is part of Beaird Harris’s Wealth Management team, guiding clients through our WealthGuideSM planning process to integrate tax, investment, and estate strategies for long-term financial peace of mind
Let’s Build What’s Next, Together
Whether you’re launching, expanding, or preparing for transition, Beaird Harris helps technology companies align strategy and execution with clarity and confidence.