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Beaird Harris Snapshot

4.5
based on 21 ratings

100% would recommend to a friend

Pat Beaird, CPA, PFS and Paula Allgood

100% approve of CEO

Mission Our mission is to simplify the complex and instill confidence by delivering the highest quality, integrated tax and wealth management services to financially established individuals, families, businesses and healthcare professionals.
Description 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. Beaird Harris offers tax, accounting, business consulting, investment management, financial planning, family office and retirement plan services.

Beaird Harris, PLLC and Beaird Harris Wealth Management, LLC are affiliates who operate in a collaborative team environment under the enterprise name of Beaird Harris. We believe that clients are best served when all facets of finance and taxes are viewed holistically. While clients are not required to use both firms, many value the simplicity of working with a single enterprise to integrate tax and wealth management for a fully coordinated solution.

Life at Beaird Harris

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