Paula Allgood

About Paula Allgood

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.Beaird Harris, PLLC is a Certified Public Accounting Firm. Beaird Harris Wealth Management, LLC is a Registered Investment Advisor with the SEC.

Experience

1. Beaird Harris Wealth Management, Llc

   Beaird Harris

   Jan 1996 — Present

   Paula joined Beaird Harris Wealth Management, LLC in 1996 and became a Partner in 2013. She practices as an independent fee-only financial advisor and works exclusively with high income and high net worth individuals and families, retirement plans, trustees and non-profits. With an extensive tax background, she works to merge financial planning goals with integrated tax strategies with the objective of helping her clients achieve and maintain financial independence.

Education

• Texas A&M University

  Bachelor of Science (BS), Accounting

  1988 — 1992

• Texas A&M University

  Bachelor of Business Administration (BBA), Accounting

  1988 — 1992

Skills

• Tax
• Small Business
• Retirement Planning
• Strategic Financial Planning
• Entrepreneurship
• Employee Benefits
• Management Consulting
• Financial Planners
• Accounting
• Start-Ups
• Finance