- Who We Serve
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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.
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- What We Do
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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
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- About Us
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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.
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- Insights
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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 ↗
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- Our Team
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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.
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- Careers
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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.
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Strategic Financial Services
Tax + Accounting
+ Wealth Management
for Young Professionals
Growing careers. Growing families. Growing complexity.
When everything is connected, income, taxes, and life decisions, you need advice that is too.
When everything is connected, income, taxes, and life decisions, you need advice that is too.
You’re Earning Well. Now What?
You’ve built a career that generates strong income and real opportunity.
Now the decisions start to carry more weight.
Life moves quickly, and without a clear framework, it can feel like you’re making important financial decisions on the fly.
Sound
Familiar?
- How much should you be saving versus spending?
- Are you making the most of your compensation and benefits?
- Should you focus on investing, paying down debt, or both?
- What is the right entity structure for your business or side venture?
- How do you manage taxes as your income grows?
At Beaird Harris, we help high-income young professionals make informed decisions early, so your income supports a strong financial foundation.
The Young Professionals Program
Designed for those who are earning well but want a more intentional approach to their financial life.
Many are already making decisions on their own, but are looking for a trusted advisor to bring clarity, structure, and coordination.
This often includes:
- Business owners and entrepreneurs
- Partners in professional practices
- Healthcare professionals
- Individuals with multiple income streams or equity compensation
The Young Professionals Program
Designed for those who are earning well but want a more intentional approach to their financial life.
Many are already making decisions on their own, but are looking for a trusted advisor to bring clarity, structure, and coordination.
This often includes:
- Business owners and founders
- Partners in professional practices
- Individuals with multiple income streams or equity compensation
- As complexity increases, so does the need for coordination across your financial life.
WealthGuideSM Planning Process —
A Planning Process that Adapts to You, Not the Other Way Around
It’s often said that people spend more time planning their summer road trips than they do planning for their financial future. And, like any good road trip, your path to financial success may take you in any number of directions. Our Beaird Harris WealthGuideSM planning process will serve as the roadmap to help get you to your ideal retirement.
What makes Beaird Harris unique is our ability to manage multiple goals for the benefit of our clients. The success on your journey towards retirement depends on efficiently integrating your investment management, financial planning, risk management and estate planning decisions. It’s the integration of these critical components that form the foundation of our Beaird Harris WealthGuideSM planning process.
Financial Planning
- Retirement Feasibility Analysis
- Cash Flow Modeling
- Social Security Optimization
- Medicare Planning
- Required Minimum Distributions
- Pension Maximization
- Education Planning
Investment Management
- Asset Allocation
- Asset Location
- Evidence-Based Philosophy
- Globally Diversified Portfolios
- Structured Asset Class Portfolios
- Low-Cost & Tax-Efficient
- Risk Return Analysis
- Concentrated Position Analysis
- Stock Option Analysis
Risk Management
- Insurance Review
- Life, Disability & Long-Term Care
- Home, Auto & Umbrella
- Professional Liability
- Alignment with Employee Benefits
- Asset Protection Strategies
Estate Planning
- Estate Structure & Strategy Review
- Asset Titling Coordination
- Beneficiary & Estate Coordination
- Philanthropic Planning
- Gifting Strategies
- Multigenerational Family Meetings
- Estate Administration Support
- Wealth Transfer
Tax Planning & Preparation*
- Tax Planning & Strategy
- Tax Return Preparation
- Federal Income Tax
- State & Local Tax
- Trust & Estate Tax
- Corporate Tax
- Family Limited Partnerships
*While it is not required to use both firms, many value the simplicity of working with a single enterprise to integrate wealth management and tax for a fully coordinated solution. The scope of services provided depends upon the terms of the engagement and the specific requests and needs of the client. Beaird Harris does not serve as an attorney or insurance agent. Beaird Harris does not prepare legal documents, nor does it sell insurance products. If the client engages us to do so, Beaird Harris Wealth Management, LLC can provide tax preparation services through our CPA affiliate, Beaird Harris, PLLC, subject to a separate engagement and fee.
Tax + Accounting + Wealth Management. Working Together.
Tax Services
We're keenly attuned to the intricacies and opportunities that come with increasing income and complexity. You can rely on our insight, analysis and expertise when it comes to tax mitigation strategies and structures to preserve your assets – all delivered without the typical accountant-speak.
Outsourced Accounting Services
At Beaird Harris, our outsourced accounting services are designed to provide businesses with accurate, timely, and customized financial records that not only ensure compliance but also deliver valuable insights for future planning.
Wealth Management
The success on your journey towards retirement depends on efficiently integrating your investment management, financial planning, risk management and estate planning decisions. It’s the integration of these critical components that form the foundation of our Beaird Harris WealthGuideSM planning process.
Wealth Management services, including Investment Management, Financial Planning, Risk Management, and Estate Planning, are provided through one engagement with Beaird Harris Wealth Management, LLC. Tax and Outsourced Accounting Services, including Bookkeeping, Controller Services, and Fractional CFO Services, are provided by Beaird Harris, PLLC under a separate engagement and fee. This allows us to tailor the scope of services and level of support to your specific needs and circumstances.
Tax + Accounting + Wealth Management. Working Together.
Tax Services
We're keenly attuned to the intricacies and opportunities that come with increasing income and complexity. You can rely on our insight, analysis and expertise when it comes to tax mitigation strategies and structures to preserve your assets – all delivered without the typical accountant-speak.
Outsourced Accounting Services
At Beaird Harris, our outsourced accounting services are designed to provide businesses with accurate, timely, and customized financial records that not only ensure compliance but also deliver valuable insights for future planning.
Wealth Management
The success on your journey towards retirement depends on efficiently integrating your investment management, financial planning, risk management and estate planning decisions. It’s the integration of these critical components that form the foundation of our Beaird Harris WealthGuideSM planning process.
Tax, Accounting, Business Consulting & Business Advisory Services provided by Beaird Harris, PLLC.
Wealth Management, Investment Management, Financial Planning, Risk Management & Estate Planning Services provided by Beaird Harris Wealth Management, LLC.
A More Intentional Approach to
Your Financial Life
We bring together financial planning, investment management, tax strategy, risk management, estate planning, and outsourced accounting into one coordinated approach.
Each area is connected. Decisions in one impact the others, and our role is to help you see the full picture. This is not a one-time plan. It is an ongoing relationship focused on helping you navigate real decisions as your life evolves.
We help you think through:
- Building a consistent savings and investment strategy
- Coordinating tax planning with income and investments
- Evaluating entity structure for business owners
- Balancing personal and business financial decisions
- Aligning benefits, retirement plans, and cash flow
- Planning ahead for future goals such as education funding
- Reviewing insurance coverage and employer benefits
- Coordinating with your estate planning attorney
We serve as a coordinated advisory partner, providing objective guidance while working alongside your legal, insurance, and other professional advisors.
Who This Is For
This program is designed for young professionals who:
- Have high current income and strong future earning potential
- Have the capacity to save at a high level, often approaching or exceeding $100,000 per year
- May have complex compensation, business ownership, or multiple income streams
- Want to be proactive and intentional with financial decisions
- Value coordinated tax, accounting, and wealth management advice
Why Choose
Beaird Harris
Beaird Harris
With more than 35 years of experience helping successful individuals, families, and business owners navigate complex financial decisions, we provide the clarity and confidence needed to move forward with purpose.
Our Dallas-based team delivers sophisticated planning with a personal, relationship-driven approach.
Clients value our fee-only model, which prioritizes your interests over commissions, along with our commitment to proactive guidance and responsive communication, helping you stay ahead as your financial life evolves.
Who This Is For
This program is designed for young professionals who:
- Have high current income and strong future earning potential
- Have the capacity to save at a high level, often approaching or exceeding $100,000 per year
- May have complex compensation, business ownership, or multiple income streams
- Want to be proactive and intentional with financial decisions
- Value coordinated tax, accounting, and wealth management advice
Objective, Fiduciary Advice
We are a fiduciary advisor, always acting in your best interests. We don’t sell financial products and aren’t paid commissions.
Integrated Planning
We take a holistic view of your situation and offer services that other advisors don’t — like tax planning, risk management and estate planning.
Practical Guidance
We are fee-only — our compensation comes solely from our clients, ensuring our advice is objective and aligned with your goals.
Long-Term Relationships
We provide ongoing guidance as decisions arise, not just during scheduled meetings, so you are supported over time.
Why Choose
Beaird Harris
Beaird Harris
With more than 35 years of experience helping successful individuals, families, and business owners navigate complex financial decisions, we provide the clarity and confidence needed to move forward with purpose.
Our Dallas-based team delivers sophisticated planning with a personal, relationship-driven approach.
Clients value our fee-only model, which prioritizes your interests over commissions, along with our commitment to proactive guidance and responsive communication, helping you stay ahead as your financial life evolves.
Why Choose Beaird Harris
With more than 35 years of experience helping successful individuals, families, and business owners navigate complex financial decisions, we provide the clarity and confidence needed to move forward with purpose.
Our Dallas-based team delivers sophisticated planning with a personal, relationship-driven approach.
Clients value our fee-only model, which prioritizes your interests over commissions, along with our commitment to proactive guidance and responsive communication, helping you stay ahead as your financial life evolves.
Objective, Fiduciary Advice
We are a fiduciary advisor, always acting in your best interests. We don’t sell financial products and aren’t paid commissions.
Integrated Planning
We take a holistic view of your situation and offer services that other advisors don’t — like tax planning, risk management and estate planning.
Practical Guidance
We are fee-only — our compensation comes solely from our clients, ensuring our advice is objective and aligned with your goals.
Long-Term Relationships
We provide ongoing guidance as decisions arise, not just during scheduled meetings, so you are supported over time.
Why Choose
Beaird Harris
With more than 35 years of experience helping successful individuals, families, and business owners navigate complex financial decisions, we provide the clarity and confidence needed to move forward with purpose.
Our Dallas-based team delivers sophisticated planning with a personal, relationship-driven approach.
Clients value our fee-only model, which prioritizes your interests over commissions, along with our commitment to proactive guidance and responsive communication, helping you stay ahead as your financial life evolves.
Why Choose Beaird Harris
With more than 35 years of experience helping successful individuals, families, and business owners navigate complex financial decisions, we provide the clarity and confidence needed to move forward with purpose.
Our Dallas-based team delivers sophisticated planning with a personal, relationship-driven approach.
Clients value our fee-only model, which prioritizes your interests over commissions, along with our commitment to proactive guidance and responsive communication, helping you stay ahead as your financial life evolves.
Objective, Fiduciary Advice
We act as a fiduciary and do not sell insurance or receive commissions, so our recommendations are aligned with your needs.
Integrated Planning
Tax, investment, and financial decisions are coordinated together, ensuring each part of your plan works as a whole.
Practical Guidance
Advice grounded in your real financial life, helping you make informed decisions with clarity and confidence.
Long-Term Relationship
We provide ongoing guidance as decisions arise, not just during scheduled meetings, so you are supported over time.
Objective, Fiduciary Advice
We are a fiduciary advisor, always acting in your best interests. We don’t sell financial products and aren’t paid commissions.
Integrated Planning
We take a holistic view of your situation and offer services that other advisors don’t — like tax planning, risk management and estate planning.
Practical Guidance
We are fee-only — our compensation comes solely from our clients, ensuring our advice is objective and aligned with your goals.
Long-Term Relationship
We provide ongoing guidance as decisions arise, not just during scheduled meetings, so you are supported over time.
What Sets Beaird Harris Apart
Most high-income professionals are not looking for more information.
They are looking for clarity, coordination, and advice they can trust.
Objective, Fiduciary Advice
We act as a fiduciary and do not sell insurance or receive commissions, so our recommendations are aligned with your needs.
Integrated Planning
Tax, investment, and financial decisions are coordinated together, ensuring each part of your plan works as a whole.
Practical Guidance
Advice grounded in your real financial life, helping you make informed decisions with clarity and confidence.
Long-Term Relationship
We provide ongoing guidance as decisions arise, not just during scheduled meetings, so you are supported over time.
Objective, Fiduciary Advice
We are a fiduciary advisor, always acting in your best interests. We don’t sell financial products and aren’t paid commissions.
Integrated Planning
We take a holistic view of your situation and offer services that other advisors don’t — like tax planning, risk management and estate planning.
Practical Guidance
We are fee-only — our compensation comes solely from our clients, ensuring our advice is objective and aligned with your goals.
Long-Term Relationship
We provide ongoing guidance as decisions arise, not just during scheduled meetings, so you are supported over time.
A Thoughtful Next Step
Start Early, Stay Intentional.
If you’re ready to take a more intentional approach to your financial life, we’d welcome the opportunity to connect.
Schedule an introductory call so we can understand your unique goals and learn about the complexity of your financial situation. If we’re a good fit, we’ll match you with a CPA and/or Wealth Manager who we feel will best meet your needs. We’d love to hear from you!
Start Early. Stay Intentional.
The decisions you make in the early years of your career can have a lasting impact.
We help you build a framework that supports your life today while positioning you for the future.
If you are ready to take a more intentional approach to your financial life, we would welcome the opportunity to connect.
Let's Talk
Curious to see if we’re a good fit?
Schedule a complimentary call today. We’ll help you get started and learn more about Beaird Harris.