Beaird Harris

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Beaird Harris Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm.

That's a wrap on tax season! Thank you to our clients for your trust, and a huge thank you to our tax team. Your experti...
10/15/2026

That's a wrap on tax season! Thank you to our clients for your trust, and a huge thank you to our tax team. Your expertise, care, and teamwork made this a great season, and we couldn't be prouder of you.

Today's the deadline for extended 2025 individual tax returns!Looking for a trusted tax professional to help you navigat...
10/15/2026

Today's the deadline for extended 2025 individual tax returns!

Looking for a trusted tax professional to help you navigate next year's tax season? Our team at Beaird Harris is here to help you plan ahead and prepare with confidence.

Start planning for next tax season today.
Learn more at https://hubs.li/Q04BgNVM0

Please join us in congratulating Suzanne Bailey for hitting her 15-year work anniversary with Beaird Harris! Congrats, S...
10/12/2026

Please join us in congratulating Suzanne Bailey for hitting her 15-year work anniversary with Beaird Harris! Congrats, Suzanne!

We’re celebrating! 🎉 Beaird Harris Wealth Management has been ranked No. 3 in the Nation on CNBC’s 2026 Financial Adviso...
10/08/2026

We’re celebrating! 🎉 Beaird Harris Wealth Management has been ranked No. 3 in the Nation on CNBC’s 2026 Financial Advisor 100.* That’s our second year in a row at No. 3.

Here’s the scale of it: CNBC started with more than 41,000 registered investment advisors, narrowed the field to 1,015 finalists, and ranked the top 100. We’re proud to be No. 3 among them.

To our clients, thank you for the trust you place in us. To our wealth management team, congratulations! We couldn’t be prouder of the way you look after our clients every day.

Ready to plan, invest, and manage your wealth with confidence? Let’s talk: https://hubs.li/Q04zG0Sp0



*Beaird Harris Wealth Management, LLC ranked No. 3 in the nation on CNBC’s 2026 Financial Advisor 100, issued October 8, 2026 by CNBC, an unaffiliated third party, based on CNBC’s 2026 data review and finalist survey. CNBC weighs assets under management, years in business, regulatory records, and firm size, among other factors. The ranking is not a measure of investment performance. No fee was paid to be included. Rankings do not guarantee future results and are not a client endorsement. CNBC began with 41,578 RIAs, narrowed the field to 1,015 finalists that met its criteria, and ranked the top 100. Beaird Harris Wealth Management was ranked No. 3 among those 100 firms. Full disclosures and methodology: https://hubs.li/Q04zG1C20…

Ready to turn what you’re learning in the classroom into real-world experience?Beaird Harris is now accepting applicatio...
10/01/2026

Ready to turn what you’re learning in the classroom into real-world experience?

Beaird Harris is now accepting applications for our Spring and Fall 2027 Tax Internship Programs, giving aspiring accountants the opportunity to gain hands-on experience, work alongside experienced professionals, and see what a career in public accounting can look like.

What you’ll experience:
• Prepare individual and business tax returns
• Contribute to meaningful client work and tax research
• Learn directly from experienced CPAs and mentors
• Build confidence in your technical and professional skills
• Develop relationships that can extend well beyond your internship

At Beaird Harris, our interns are part of the team from day one. You’ll gain practical experience, ask questions, take on meaningful work, and build a strong foundation for the next step in your accounting career.

📍 DFW-based opportunity
📅 Spring and Fall 2028
➡️ Start your application today: https://hubs.li/Q04yXZ680

The end of the year is a natural time to think about the causes that matter most to you and how charitable giving fits i...
09/18/2026

The end of the year is a natural time to think about the causes that matter most to you and how charitable giving fits into your broader financial plan.

Our latest blog highlights several strategies to consider before year-end, including gifting appreciated securities, Qualified Charitable Distributions, Donor-Advised Funds and Required Minimum Distributions.

A little planning now can help make your giving more intentional and potentially more tax efficient.



https://hubs.li/Q04xRJrw0

Happy Labor Day from Beaird Harris!Today, we celebrate the hard work and dedication of workers across our communities. O...
09/07/2026

Happy Labor Day from Beaird Harris!

Today, we celebrate the hard work and dedication of workers across our communities. Our office is closed in observance of the holiday, and we hope everyone enjoys a safe and relaxing Labor Day!

Eight promotions. One very proud firm. Congratulations to our newly promoted team members, stepping into new roles acros...
08/20/2026

Eight promotions. One very proud firm.

Congratulations to our newly promoted team members, stepping into new roles across our tax and accounting teams. They earned every bit of this.

Meet the team: https://hubs.li/Q04tL9tm0

Please join us in celebrating Shirl Page on an incredible milestone—20 years with Beaird Harris! 🎉For two decades, Shirl...
08/06/2026

Please join us in celebrating Shirl Page on an incredible milestone—20 years with Beaird Harris! 🎉

For two decades, Shirl has been a valued member of our team, bringing dedication, professionalism, and a genuine commitment to serving our clients and colleagues. We are grateful for all you've contributed and look forward to many more successes together!

For our wealth management clients: your 2Q | 2026 WealthGuide Quarterly Market Review is now available. This issue explo...
07/28/2026

For our wealth management clients: your 2Q | 2026 WealthGuide Quarterly Market Review is now available. This issue explores why strong markets deserve perspective, how elevated valuations reinforce the importance of diversification, and why discipline, not prediction, remains the foundation of long-term investing.

Access it anytime in your WealthGuide app.
https://bh-co.com/wealthguideapp/

Address

5005 LBJ Freeway, Suite 1700
Dallas, TX
75244

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 12pm

Telephone

+19725031040

Website

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