At Beaird Harris Wealth Management, Inc. we not only provide financial planning and investment advisory services, we also assist with tax planning and compliance through our CPA affiliate, Beaird Harris & Co., P.C..
Founded in 1988, Beaird Harris & Co., P.C. is a CPA firm providing tax, accounting and business consulting services for high income and high net worth individuals, businesses and healthcare professionals. Beaird Harris & Co., P.C.’s services are designed to position your business for growth and protect your wealth while navigating the complexities of the ever-changing tax and regulatory environments.
Beaird Harris Wealth Management, Inc. and Beaird Harris & Co., P.C. work in tandem to maximize after-tax wealth. Many of our investment advisory clients choose to have Beaird Harris & Co., P.C. do their tax work, though this is certainly not required. The benefit of doing so however, includes an integrated strategy and coordinated effort in all facets of tax planning and investment management, as well as increased convenience in all your financial matters.
In addition to our fee-only structure, having a full staff of Certified Public Accountants puts us in the enviable position of being able to fully consider the tax ramifications of every investment decision, be it stock option analysis or sophisticated philanthropic planning. As a result, estate and tax planning don't become an afterthought to the financial planning process; they become an integral part of it.
To learn more about Beaird Harris & Co., P.C. please visit www.bh-co.com .