About – rmcneal2023

Our About

Your Financial Partner

Integrated Financial Services It’s What We Do

Tax planning, financial planning and investment management. The three are profoundly interdependent, yet far too often managed individually and without coordination. It’s an issue that often only comes to light as income and asset levels rise, and clients begin to realize the extent of tax money left on the table and the lack of tax-efficiency in their investment portfolio. After years of working as tax advisors for our clients and providing detailed recommendations to their financial advisors for tax loss harvesting and suggestions for the creation of more tax-efficient investment portfolios, we came to the realization that to do it right, we needed to do it in-house.

At Beaird Harris, simplifying your financial affairs and instilling confidence in the future is the principal mission that drives us to excel each and every day.

Our Story

In 1988, Pat Beaird and Don Harris joined forces to create a different kind
of CPA firm. Listen to what your clients need. Talk to your clients about taxes in ways they can understand. Charge a fair fee. Provide proactive service and unmatched integrity. From day one, these values shaped the vision and focus of Beaird Harris, and they continue to serve as guiding principles in all that we do.

ver the years, Beaird Harris has become recognized as one of Dallas-Fort Worth’s most distinguished Certified Public Accounting firms. We approach every

client engagement with a commitment to quality, communication and the assurance of receiving value through every interaction. It is this commitment to excellence that has brought steady growth and long-term professional relationships to our firm for the past almost 40 years.

SERVANT LEADERSHIP

INTEGRITY

We do the right thing, no matter what the cost. We always deliver on our promises. We always tell our clients (and each other) the truth

RESPECT

We extend kindness and compassion to all we serve. We give deference to one another’s unique abilities. We encourage service.

EXCELLENCE

We will settle for no less than our very best in the work we do. We are passionate about the continual pursuit of truth and knowledge. We go above and beyond to exceed expectation

PROACTIVE

We anticipate needs before they arise and act with intention We take ownership, identifying solutions— not just problems. We stay ahead of change by thinking strategically and planning for the future.

SUCCEED TOGETHER

We actively listen to the hearts of our clients and understand the deeper issues they face. We are committed to collaboration with other experts to deliver the best possible solutions.