Holistic. It’s a word that although tossed around far too often these days, is deeply ingrained in the healthcare profession. From early on, you’re taught to treat the whole person rather than individual symptoms – addressing the interrelationship and interdependence of all systems within the complex structure that is the human body.
It’s precisely the same diagnostic approach we’ve adopted at Beaird Harris.
While our roots are firmly established in the detail and discipline of a CPA firm, we recognize that tax management is inextricably linked and woven into the fabric of your financial planning and wealth management picture. Addressing any one in isolation is more like treating symptoms than providing a cure. Although our tax and wealth management practices are separate and autonomous entities – each with their own clients – all of our clients benefit from the knowledge-sharing that comes with such close association and collaborative expertise.
Want to learn more about the benefits of our integrated approach to tax and wealth management for healthcare professionals? Click on any of the practice areas below:
Tax & Accounting Services provided by Beaird Harris & Co., P.C.
Investment Management & Financial Planning Services provided by Beaird Harris Wealth Management, Inc.