About

Bullogic Tax Services was built because too many people were paying more in taxes than they needed to, and their CPAs weren’t helping them fix it.

Proactive tax planning to help you keep more of your own money in your pocket.

Most CPAs are great at compliance: filing your return accurately, keeping you out of trouble with the IRS, and making sure the boxes are checked.

But simply filing your taxes isn’t the same as having and implementing a tax strategy. Strategy is where you actually save money.

That’s what we do differently.

Why Work With Bullogic Tax?

We're proactive, not reactive.

We don't wait until April to tell you what you owe. We work with you year-round to implement strategies that reduce your tax bill.

We specialize in complexity.

Business income, rental properties, multi-state taxation, equity compensation—we handle it. We're not a tax mill. We work with clients who have real tax planning needs.

We're virtual but hands-on.

We serve clients nationwide through secure systems and personalized service. You get the convenience of virtual with the attention of a boutique firm.

We're connected to comprehensive wealth planning.

If you outgrow tax-only services, Bullogic Wealth Management is available to you. No need to find a new team or start over.

Meet the Team

Adam Beaty

CFP®, EA, CTC, CEPA

President

Adam founded Bullogic Wealth Management because he saw too many people getting cookie-cutter financial advice that ignored the biggest drain on their wealth: taxes.

After running a conservative options hedge fund early in his career, Adam realized he wanted to help people with their complete financial picture, not just their investments. He became a CERTIFIED FINANCIAL PLANNER™ and then went deeper, earning his Enrolled Agent designation so he could handle tax strategy and preparation in-house. He later added his Retirement Income Certified Professional designation, as well as his Certified Exit Planning Advisor designation, to better serve clients planning their exits and retirement transitions.

Today, Adam specializes in helping business owners, real estate investors, and high-earners reduce their tax burden through advanced planning strategies while building comprehensive wealth plans focused on their 1 to 5-year goals.

When he’s not nerding out over S-Corp elections and cost segregation studies, Adam is probably:

Traveling to Sedona, Arizona (his favorite place on earth) with his wife
Being bossed around by his three cats (Lily, Leo, and Aurora), and his Labradoodle, Oliver
Playing (and practicing) for competitive chess tournaments
Reading finance books that most people wouldn’t consider “light bedtime reading” (he’s that guy)

Fast Facts:

Has been married for over 8 years
Thinks tax season is exciting (yes, really)
Can explain the backdoor Roth IRA strategy in under 60 seconds

Lisa Beaty

CPA
Director of Tax

Lisa joined Bullogic Tax Services as Director of Tax because she believes tax strategy should be proactive, not reactive, and she’s spent nearly 20 years proving it.

Lisa started her career at KPMG in Big 4 public accounting, focusing on federal and state tax compliance. From there, she moved into industry, spending over 11 years in the multinational oil and gas services sector, handling tax compliance, tax provision, and financial reporting for both private and public entities. She’s worked with complex tax situations across multiple jurisdictions and knows how to navigate the nuances that trip up most business owners.

She earned both her Master of Professional Accounting and Bachelor of Business Administration in Taxation from the McCombs School of Business at the University of Texas at Austin, and holds her CPA license with the Texas State Board of Public Accountancy.

Today, Lisa leads tax strategy and preparation for Bullogic’s clients, specializing in business owners, real estate investors, and high-complexity tax situations. She genuinely loves tax research, and serves as an advocate for clients navigating their tax concerns.

When she’s not deep in tax research or advocating for clients, Lisa is probably:

Drawing or painting with pastels and watercolors
Reading (and hoarding) books until she runs out of shelf space
Gaming (She’s a 20-year veteran World of Warcraft player!)

Fast Facts:

Been married for over a decade to the love of her life (who happens to also be her business partner)
Has a Batman wedding ring because she loves all things Batman
Genuinely gets excited about state and business tax because “it’s always something new and different”
Thinks tax research is fun (she and Adam are perfectly matched)

Are We a Fit?

We may be a fit for you if:

You're paying $50K+ annually in taxes (or expect to)
You have business income, rental properties, or complex W-2 compensation
Your current CPA is reactive, not proactive
You want year-round tax support, not just April help
You're willing to implement strategies (not just file and forget)

We may not be the right firm for you if:

Ready to Work Together?

Let’s talk about your tax situation and see if we’re the right fit for your unique needs.