It’s an integral part of your total tax and wealth management picture. Yet day-to-day operational demands can leave little time for meaningful strategic planning around cash flow and working capital needs, expense management, risk mitigation and an array of personal wealth issues.
Often, what’s best for your business may be diametrically opposed to what’s in your family’s best interest – yet the two are inextricably linked. It requires a thoughtful and delicate balancing act, and addressing this interrelationship and interdependence is what genuinely sets Beaird Harris apart.
While our roots are firmly established in the detail and discipline of a CPA firm, we recognize that tax management is woven into the fabric of financial planning and wealth management. 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 business owners? Click on any of the practice areas below:
Going beyond traditional tax and wealth management, we aim to create a totally synergistic experience for our clients.
Tax & Accounting Services provided by Beaird Harris & Co., P.C.
Investment Management & Financial Planning Services provided by Beaird Harris Wealth Management, Inc.
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