We specialize in working with people who want a strategic, tax-savvy approach to managing their growing wealth: business owners, real estate investors, and high-earning professionals on the road to retirement. If you’re financial life includes complex income, growing wealth, or paying too much in taxes, you’re in the right place.
We work with solo entrepreneurs, service-based businesses, consultants, and small business owners who are tired of overpaying in self-employment taxes and want to build wealth from their business profits.
We work with rental property owners, real estate professionals, and investors who want to maximize depreciation, minimize taxes, and build a tax-efficient portfolio.
We work with individuals and couples within 2 years of retirement (or already retired) who need tax-efficient withdrawal strategies, Social Security optimization, and a sustainable retirement income plan.
We don’t just create plans. We deliver results. Here’s what working with Bullogic looks like in action:
Strategic wealth planning with proactive tax optimization
Marcus* reached out to Bullogic Wealth Management with a big problem: his LLC was filing as a Schedule C, had over $800k in revenue, and he was paying a massive amount of self-employment taxes.
He had questions about:
We decided that Marcus needed a tax return analysis for both his business and his family. We:
Marcus is projected to save $X in his first year with us. He’s reclaimed his time, his business is growing, and he just closed on a second rental property with his wife, something that felt impossible a year ago when he was drowning in tax confusion.
Investment: Custom pricing, typically $1,200–$1,800/month depending on complexity with a one-time planning fee starting at $X
Business owners with $300K-$5M in annual revenue
Professionals with straightforward tax situations who need solid wealth planning and lighter tax strategy
Annual tax liability of $50K-$500K+
Multiple entities, rental properties, multi-state income, or business exits on the horizon
April: Goal review and wealth plan refresh
July: Mid-year tax check-in (no April surprises)
October: Year-end tax strategy and updated tax plan
We analyze your returns, identify savings opportunities, and deliver a detailed implementation roadmap
Personal and business returns handled
0.5% AUM (required at this service level)
Available as needed
We track mileage logs, rental property hours, and everything the IRS requires so you're bulletproof
We're your personal CFO. Call when you need us.
Your one-stop shop: Tax planning, wealth management, and CFO-level support
Sarah*, a 38-year-old software engineer at a Bay Area tech company, was making $280K in base salary plus substantial RSU grants that vested quarterly. On paper, she was doing great. But she felt stuck.
She’d been maxing out her 401(k) for years and had accumulated nearly $400K in company stock, but had no idea how to diversify without triggering massive capital gains. Her tax bill kept growing as RSUs vested, and she wanted to buy a house in two years but wasn’t sure she was saving optimally.
Sarah had always managed her finances herself because she’s smart and capable. But she didn’t have time to become a tax expert or master equity compensation planning. She knew she needed help.
High-earning W-2 professionals with $200K+ income
Professionals with straightforward tax situations who need solid wealth planning and lighter tax strategy
Tech employees with RSUs, stock options, or equity compensation
Individuals or couples with tangible 1-5 year goals (home purchase, career transition, early retirement planning)
Built around your 1-5 year goals, not a generic template
We track mileage logs, rental property hours, and everything the IRS requires so you're bulletproof
April: Goal review and wealth plan refresh
October: Tax planning and year-end optimization
Phone, email, or Zoom whenever you need us
Clear next steps to keep you on track
Roth conversions, tax-efficient withdrawal strategies, QBI deduction optimization, and equity compensation planning
*Case studies are fictionalized based on a compilation of client stories, and names have been changed to protect client confidentiality.
There’s no hard minimum, but our services make the most sense for clients paying $25,000+ annually in taxes or earning $200K+ in household income. If you’re below that threshold, the ROI on our fees may not justify the investment.
Absolutely. If you have stock options, significant savings, or complex financial goals, our Bullogic Guided Wealth model is designed for you.
Most of our clients don’t. You might be a business owner with rental properties and stock options from a previous employer. That’s exactly the complexity we’re built to handle. Book a call and we’ll figure out the best fit together.
If you’re asking yourself “Should I do X tax strategy?” or “How do I optimize Y situation?” you’re probably complex enough. Book a discovery call and we’ll be honest about whether we can add enough value to justify our fees.
Yes. We work virtually with clients across the United States, from California to Florida, Maine to New York.
Absolutely. Many of our clients keep their existing CPA for tax preparation and work with us for proactive tax planning and financial strategy. We’re happy to collaborate with your CPA or handle everything in-house if you prefer through our sister company, Bullogic Tax Services.
Book a 30-minute call to discuss your specific situation, learn what working together would look like, and find out if Bullogic Total Wealth or Bullogic Guided Wealth is the best fit for your financial needs.