Pat Beaird, Cpa, Pfs

Pat Beaird, Cpa, Pfs Email and Phone Number

Co-Founder at Beaird Harris @ Beaird Harris
Pat Beaird, Cpa, Pfs's Location
Dallas, Texas, United States, United States
Pat Beaird, Cpa, Pfs's Contact Details

Pat Beaird, Cpa, Pfs personal email

n/a

Pat Beaird, Cpa, Pfs phone numbers

About Pat Beaird, Cpa, Pfs

Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm dedicated to helping financially established individuals, families, businesses and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions. Beaird Harris offers tax, accounting, business consulting, investment management, financial planning, family office and retirement plan services.Beaird Harris, PLLC and Beaird Harris Wealth Management, LLC are affiliates who operate in a collaborative team environment under the enterprise name of Beaird Harris. We believe that clients are best served when all facets of finance and taxes are viewed holistically. While clients are not required to use both firms, many value the simplicity of working with a single enterprise to integrate tax and wealth management for a fully coordinated solution.

Pat Beaird, Cpa, Pfs's Current Company Details
Beaird Harris

Beaird Harris

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Co-Founder at Beaird Harris
Pat Beaird, Cpa, Pfs Work Experience Details
  • Beaird Harris
    Co-Founder
    Beaird Harris May 1987 - Present
    Dallas, Tx, Us
    Pat is a Co-Founder of Beaird Harris, PLLC. With extensive experience in complex tax matters and a background in advanced estate planning, Pat works with closely-held businesses and high net worth individuals, with a particular emphasis in healthcare. Pat combines his extensive background in tax with a strong resume in wealth management to help clients structure their business and personal lives for the objective of achieving and maintaining financial independence.
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  • Beaird Harris
    Co-Founder And Managing Partner
    Beaird Harris Jan 1996 - Present
    Dallas, Tx, Us
    Pat is the Managing Partner and a Co-Founder of Beaird Harris Wealth Management, LLC, and practices as a fee-only financial advisor. With a background in advanced estate planning and extensive experience in tax matters, Pat works exclusively with high net worth individuals, retirement plans, trustees and non-profits. In the course of practicing as a CPA, Pat noticed a real void when it came to unbiased, high quality investment advice. In 1996, this ultimately led to the formation of Beaird Harris Wealth Management, a fee-only investment advisory firm.
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Pat Beaird, Cpa, Pfs Education Details

  • Texas A&M University
    Texas A&M University
    Accounting

Frequently Asked Questions about Pat Beaird, Cpa, Pfs

What company does Pat Beaird, Cpa, Pfs work for?

Pat Beaird, Cpa, Pfs works for Beaird Harris

What is Pat Beaird, Cpa, Pfs's role at the current company?

Pat Beaird, Cpa, Pfs's current role is Co-Founder at Beaird Harris.

What is Pat Beaird, Cpa, Pfs's email address?

Pat Beaird, Cpa, Pfs's email address is pa****@****-co.com

What is Pat Beaird, Cpa, Pfs's direct phone number?

Pat Beaird, Cpa, Pfs's direct phone number is +197250*****

What schools did Pat Beaird, Cpa, Pfs attend?

Pat Beaird, Cpa, Pfs attended Texas A&m University.

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