Carla Medrano, Cpa, Mst Email & Phone Number

Beaird Harris is a Certified Public Accounting and Integrated Wealth Management Firm providing proactive tax, accounting, and business consulting services, as well as independent, fee-only financial planning and wealth management solutions. We offer clients a deep understanding of the complex tax regulations and a unique perspective on the behavior of capital markets, and their associated financial risks. Building on this understanding, we work to create alignment between clients and their entire financial situation. This ensures that we aren’t simply preparing a tax return or managing a client’s assets, but are instead building financial security together.Beaird Harris & Co., P.C. and Beaird Harris Wealth Management, Inc. are affiliates who operate under the enterprise name of Beaird Harris. The Certified Public Accounting and Integrated Wealth Management firms are completely independent of one another; yet operate in a collaborative team environment. While our clients are in no way required to use both firms, many value the simplicity of working with a single enterprise. We believe that all facets of financial life are best served when viewed comprehensively and with the desired outcome of a fully coordinated solution. Beaird Harris & Co., P.C. is a Certified Public Accounting Firm.Beaird Harris Wealth Management, Inc. is a Registered Investment Advisor with the SEC.

Listed skills include Tax, Tax Preparation, Quickbooks, High Net Worth Individuals, and 9 others.