Business Details
38 Years
experience
Your Trusted Partner for Tax & Wealth Management
Founded in 1988, Beaird Harris has established itself as a trusted Certified Public Accounting and wealth management firm dedicated to serving individuals, families, businesses, and healthcare professionals. Our integrated approach combines tax expertise with comprehensive wealth management solutions, prioritizing client needs through proactive advice, tailored strategies, and responsive communication. With a team-based philosophy, we deliver fiduciary services grounded in integrity, ensuring clients receive coordinated solutions for tax planning, investment management, estate planning, and business advisory needs.Our commitment to excellence is reflected in our national recognition and long-standing client relationships, supported by a culture of continuous learning and adaptability to evolving financial landscapes.
Services
Tax Services
Wealth Management
Business Advisory
Financial Planning
Investment Management
Risk Management
Estate Planning
Accounting Services
Retirement Plan Services
Business Consulting
Details
- Year established: 1988
Highlights and features
- We offer proactive tax mitigation strategies tailored to complex financial situations.
- Our team-based approach ensures access to multidisciplinary expertise across tax and wealth management.
- We provide responsive communication with actionable insights within hours, not days.
- Our fiduciary advisors prioritize client interests without product commissions or conflicts.
- We combine 35+ years of experience with innovative technology for comprehensive financial solutions.
Associations and certifications
- Certified Public Accountants (CPA)
- Registered Investment Advisor (RIA)
Services
Tax Services
Our tax specialists deliver proactive multi-year strategies, compliance solutions, and IRS representation for individuals and businesses. We focus on minimizing liabilities through entity structuring, retirement plan optimization, and coordinated wealth transfer planning. Our CPAs combine technical expertise with clear communication to transform complex regulations into actionable financial advantages.
Wealth Management
Beaird Harris WealthGuideSM integrates financial planning, asset allocation, and risk management into personalized roadmaps for retirement success. We employ evidence-based investing with globally diversified portfolios while coordinating tax-efficient strategies and estate planning to preserve generational wealth.
Business Advisory Services
We provide interim CFO solutions, cash flow management, and strategic advisory for growing businesses. Our services include budgeting, accounting systems automation, and operational consulting to help owners focus on core activities while optimizing financial performance and tax efficiency.
Estate Planning
Our fiduciary advisors collaborate with legal professionals to create comprehensive estate strategies. We specialize in multigenerational wealth transfer, tax-efficient gifting, and asset protection structures while ensuring alignment with clients' financial plans and retirement goals.
Financial Planning
We develop personalized financial roadmaps addressing retirement feasibility, cash flow modeling, and risk management. Our process incorporates social security optimization, education planning, and dynamic scenario analysis to adapt strategies as clients' lives evolve.
People
Pat Beaird
Co-Founder, Managing Partner - Wealth Management
With over 35 years of experience, Pat co-founded Beaird Harris in 1988, establishing its foundation of integrity and client-focused service in wealth management.
Don Harris
Co-Founder
As co-founder, Don Harris has shaped the firm's accounting practice since 1988, emphasizing proactive tax guidance and transparent client relationships.
Steve Lugar
Managing Director - Wealth Management
Leading wealth management initiatives, Steve brings decades of experience in fiduciary advisory services and integrated financial planning strategies.
Paula Allgood
Managing Partner - Tax, Accounting & Business Advisory
As managing partner, Paula oversees tax and accounting services with expertise in business advisory solutions and regulatory compliance matters.
Ginnie Baker
Partner | Wealth Manager
A certified financial planner, Ginnie specializes in coordinating complex financial plans with tax-efficient investment strategies for high-net-worth clients.
Questions
What services does Beaird Harris offer?
We provide tax planning, accounting, wealth management, financial planning, investment advisory, estate planning, and business consulting services for individuals and organizations.
How does Beaird Harris' integrated approach benefit clients?
Our coordinated tax and wealth management strategies ensure holistic financial solutions, aligning investment decisions with tax implications and long-term legacy goals.
Are you fiduciary advisors?
Yes, we act as fiduciaries, legally obligated to prioritize client interests without conflicts from product sales or commissions.
How do you handle complex tax situations?
Our CPAs specialize in multi-year tax planning, entity structuring, and retirement strategy optimization for high-complexity financial scenarios.
What industries do you serve?
We specialize in healthcare professionals, small-to-mid-sized businesses, and high-net-worth families requiring advanced estate and tax planning.
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