- 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
As complexity increases, so does the need for coordination across your financial life.
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.
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.
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.
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.
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
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
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.
INDIVIDUALS & FAMILIES
Tax + Wealth Management
for Young Professionals
From structuring the repayment of college debt to financing a home and beginning to save for retirement, young business leaders face a host of challenges and a litany of important decisions as you begin your career and family journey.
The Road to Firm Financial Footing
For a select group of high-income earners with the capacity to accumulate significant wealth, Beaird Harris offers an exclusive Young Professionals Program designed to help you hit the ground running. We understand the unique earning, spending and savings patterns of young professionals and use that expertise to help you make smart business decisions early on, so you can efficiently build sustainable wealth while managing taxes and debt.
- How do you effectively and tax efficiently maximize your retirement savings?
- How much can you afford to set aside each month?
- What’s the most efficient way to reduce your debt burden?
- Which risk management strategies will best meet your particular needs?
Beaird Harris’s Young Professionals Program is a practical option for young professionals who are committed to saving a minimum of $8,000 per month.