Adam Beaty

Nice to meet you 👋

Hi, I'm Adam, a finance enthusiast turned professional with a comprehensive background in tax, accounting, and bookkeeping services. My academic foundation in Finance and Marketing, earned from the University of Houston was the first step in my career. In my career, I've expanded my education to become a Certified Financial Planner and Enrolled Agent. I currently own Bullogic Tax Services that provides tax preparation, tax planning, and bookkeeping services, virtually to our clients across the United States. I'm also owner of Bullogic Wealth Management, a financial planning firm that specializes in helping you define and prioritize your goals. We make cash flow management, retirement accounts, and savings accounts all work together to reach your short-term and long-term goals. We implement tax-saving strategies so your money is working for you and not the government. Finally, we help you manage your assets so you know that your estate is distributed per your wishes. When he’s not busy with financial planning or preparing taxes, he is usually spending time with his wonderful family. Married now for over 8 years, he loves to travel with his wife to their favorite place, Sedona, Arizona. While at home he gets to play with his two adorable kitties, Sophie and Lily, and his Labradoodle, Oliver Bullogic Tax Services