We Go Beyond Just Filing Your Taxes.
Bullogic Tax Services provides proactive tax planning for business owners, real estate investors, and high-earners who are tired of surprise tax bills and want strategies that actually save money.
You feel financially ahead of the game, and are still surprised by your tax bill each year.
Your CPA is great at filing your taxes on time and keeping you organized. But sometimes you feel like they’re going through the motions.
Most CPAs are:
Reactive
(they tell you what you owe in April, not how to reduce it in January)
Slammed during tax season
(no time for strategic conversations)
Focused on compliance, not optimization
(checking boxes, not exploring opportunities)
You deserve better.
You deserve a tax partner who proactively looks for ways to reduce your tax burden, implements strategies throughout the year, and actually helps you keep more of what you earn.
That’s what we do.
Who We Are
Bullogic Tax Services is a virtual CPA firm specializing in proactive tax planning, tax preparation, and business tax services.
We’re led by Adam Beaty, CFP®, EA, RICP® and Lisa Beaty, CPA, a husband-and-wife team who bring together financial planning expertise and deep tax knowledge to serve clients nationwide.
Adam founded Bullogic Wealth Management after years of seeing clients get cookie-cutter financial advice that ignored the biggest drain on their wealth: taxes. He earned his Enrolled Agent designation so he could handle tax strategy and preparation in-house, not just defer to someone else.
Lisa brings nearly 20 years of tax experience, including Big 4 training at KPMG and over a decade navigating complex tax situations for multinational companies. She specializes in business tax strategy, real estate tax optimization, and multi-state income planning.
Together, they run Bullogic Tax Services and Bullogic Wealth Management, which means if your tax situation is complex enough that you need comprehensive financial planning, investment management, and tax strategy all coordinated together, we’ve got you covered. One team, seamless service.
Who We Serve
Individuals & Families Who Need Tax Preparation
Reliable, accurate tax filing without the stress.
We prepare and electronically file your federal and state tax returns. We review prior year returns for missed opportunities and provide year-round support if you have questions or need amendments.
Who It's For
W-2 employees, straightforward tax situations, or clients who just need compliance handled correctly.
Tax filing starts at $1,000 and is priced based on complexity:
Core
Tax Preparation (Core)-
US Tax Return Preparation (Personal)
-
Digital Document Storage & Delivery
-
Tax Return Turnaround Time: FIFO
-
Extension: Firm's Discretion
-
Estimated Payments: Safe Harbor
-
Quarterly Tax Savings Newsletter
-
IRS/State Notice - Self Services
-
Quick Question Support
Plus
Tax Preparation (Plus)-
US Tax Return Preparation (Personal)
-
Digital Document Storage & Delivery
-
Tax Return Turnaround Time: FIFO
-
Extension: Firm's Discretion
-
Estimated Payments: Safe Harbor
-
Quarterly Tax Savings Newsletter
-
IRS/State Notice - Self Services
-
Quick Question Support
-
Annual Tax Coaching Session
-
Quarterly Tax Payment Reminders
-
Tax Return Review Meeting: Video Review
-
IRS Account Monitoring
Premium
Tax Preparation (Premium)-
US Tax Return Preparation (Personal)
-
Digital Document Storage & Delivery
-
Tax Return Turnaround Time: FIFO
-
Extension: Firm's Discretion
-
Estimated Payments: Safe Harbor
-
Quarterly Tax Savings Newsletter
-
IRS/State Notice - Self Services
-
Quick Question Support
-
Tax Coaching + Light Scenario Modeling
-
Quarterly Tax Payment Reminders
-
Tax Return Review Meeting (Virtual)
-
IRS Account Monitoring
Business Owners & High-Earners Who Need Tax Planning
Proactive strategies that reduce your tax bill, not just filing on time.
We analyze your tax situation, identify savings opportunities, and implement strategies throughout the year to reduce your tax liability. This isn’t about finding deductions you missed. This is about restructuring how you earn, save, and invest to legally minimize taxes.
Who It's For
Business owners, real estate investors, and professionals paying $50K+ annually in taxes who want proactive strategies.
Common strategies we implement:
- S-Corp election and reasonable compensation analysis
- Cost segregation studies for rental properties
- Qualified Business Income (QBI) deduction optimization
- Advanced retirement plan design
- Multi-state tax residency planning
- Revenue sharing and income shifting strategies
Investment
Tax planning engagements start at $3,000, with comprehensive plans typically ranging from $5,000 to $30,000 depending on complexity. Our clients often see tax savings of 10x their investment in the plan.
Financial Advisors Who Need Tax Services for Their Clients
White-glove tax preparation and planning for your clients.
We partner with financial advisors and RIAs to provide comprehensive tax services for their clients. You stay in the loop, your clients get expert tax support, and everyone works together seamlessly.
Who It's For
Financial advisors, wealth managers, and RIAs who want a trusted tax partner for their clients.
What We Offer:
- Tax preparation for advisor clients
- Proactive tax planning and strategy
- Collaborative approach (we keep you informed and involved)
- Seamless coordination between tax and financial planning
Why advisors work with us:
We don't poach clients (you referred them, they're yours)
We communicate proactively about tax strategies that impact financial plans
Virtual service that works with clients nationwide
Our holistic wealth and financial planning background gives us a broader perspective on taxes than most firms.
Serving Clients Nationwide
As a virtual CPA firm, we work with clients across the United States. Our secure systems make it easy to transfer documents, file returns, and communicate, whether you’re in Texas, California, New York, or anywhere in between.
Ready to Stop Overpaying in Taxes?
Let’s talk about your situation and see if we can help you keep more of what you earn.