If you’re tired of watching six-figure tax bills eat into your wealth, and you’re ready for proactive strategies that actually save you money, we can help.
You paid a massive tax bill last year and suspect you could have avoided some of it
Your CPA files your returns, but has never called you with strategies to actually reduce your taxes
You're wondering: Should I elect S-Corp status? Am I maximizing depreciation? Should I set up a Solo 401(k) or something more advanced?
You have multiple income sources (business, W-2, rentals, investments) and aren't sure how they work together tax-wise
You've been DIY-ing your finances because you're smart and capable, but you know you're missing opportunities
Overpaying in taxes means less money to grow your business, buy your next property, or retire comfortably. Your time is too valuable to spend it in spreadsheets trying to figure this out yourself.
You deserve a team that specializes in what you’re dealing with: advanced tax strategies that actually save you money. That’s what we do.
A tax strategist, wealth planner, and CFO rolled into one. You keep more of what you earn, grow it strategically, and build the wealth you need to retire on your terms and leave a legacy for future generations.
Most advisors offer "tax-aware" investing. You get tax strategy first because that's where you'll see the biggest impact.
This works best if you have tangible goals in the next 1 to 5 years: buying your next rental property, expanding your business, planning an exit, or retiring early.
You deserve more than a CPA who only calls you in March. You'll meet with your team throughout the year (April, July, October) to implement strategies while there's still time to act.
Solo 401(k)s and backdoor Roth conversions aren't "tax planning." You get S-Corp optimizations, cost segregation studies, reasonable compensation analyses, custom retirement plans, and entity structuring strategies that save $25,000 to $100,000+ annually.
Tax planning. Wealth planning. Tax preparation. Investment management. Insurance coordination. Everything is handled so you don't waste your valuable time juggling multiple advisors who don't talk to each other.
At Bullogic Wealth Management, we’re tax-focused wealth advisors for business owners and real estate investors who are done overpaying the IRS. We help you keep more of what you earn, grow it strategically, and build the wealth you need to retire comfortably and leave a legacy for future generations.
Business owners and real estate investors paying $50K+ in annual taxes who know what they want and what they have, but need a strategic partner to bridge the gap and get there tax-efficiently.
More time to focus on what matters. Less stress about taxes and finances. A clear roadmap that brings your goals, your money, and your tax strategy together so you can actually achieve what you’re working toward.
Custom pricing (typically $1,200–$1,800/month)
Business owners or rental property owners with straightforward tax needs who want strategic wealth planning to get a holistic look at their financial picture.
Clarity on your financial decisions. Confidence you’re on track. A personalized plan that helps you reach your goals without overpaying in taxes or second-guessing every move.
$650/month
Add-ons:
Tax preparation ($1,000/year)
Investment management (0.5% AUM, optional)
No “set it and forget it” planning here. Your business and life change too fast for that.
CFP®, EA, RICP
President
MSTFP, CFP®, EA, CSLP®
Financial Planner
CPA
Director of Tax
Book a 30-minute call to learn how our process works and whether it’s the right approach for you. No hard pitch. No pressure. Just a straightforward conversation about your situation and whether we can help.