The Tax Operating System for Business Owners
AI Powered • Tax Pro Implemented • Business Owner Owned
Reactive Workflows & Continuity Risk
The Reactive Rush
Owners scramble to compile files while facing CPA portal lockouts, missing receipts, and lost historical communications.
The Filing Deadline Panic
CPA firms face extreme time crunches, forcing filing extensions or rushed submissions with overlooked strategic tax deductions.
The Dark Period (Silent Loss)
Zero proactive advisory occurs during off-season. Businesses overpay tax obligations silently without realizing strategy options.
"Tight IRS deadlines and last-minute client document collection force the industry into a reactive state. Combined with unorganized archives and the heavy lift of switching providers, business owners have very little tax control—resulting in overpayment and stifled business growth."
Logos eliminates the heavy lift of switching tax pros and guarantees secure document continuity—turning reactive tax prep into proactive year-round strategy.
Business Owners Should Own Their Tax Intelligence
Logos gives businesses a secure system of record for tax documents, planning decisions, implementation history, and AI-generated insights—so their tax knowledge stays with the business, not with a particular advisor.
Secure Institutional Memory
Every decision, strategy, and execution step is documented, indexed, and preserved—ensuring your company's financial intelligence compounds over time.
Year-Over-Year Tax Intelligence Lifecycle
The Five Pillars of Logos Tax Systems
Vault
Secure, end-to-end encrypted storage for every document your business generates—tax filings, incorporation records, AI chat sessions, and more.
Ledger
Permanent timeline showing business operations and CPA-signed filing events, ready for audits and business valuations.
Citadel
Integrations engine connecting Plaid, QBO, Payroll, and direct IRS transcripts to ingest active financial records in real-time.
Logos
Conversational AI tax strategist analyzing documents and live feeds for deduction signals 24/7.
Enchiridion
The playbook: Synthesizes your profile into dollar-savings estimates, step-by-step guidance, and tax code references.
The Multi-Platform Orchestration Engine
Our proprietary compliance engine orchestrates live financial data, regulatory feeds, and legal precedent:
- ✓ IRS Direct Access: Pulls official tax transcript records and processes incoming IRS notices in real-time.
- ✓ Tax Code & Regulations RAG: Indexes the complete Internal Revenue Code (IRC Title 26) and 1,900+ IRS publications to ground AI strategy in official tax law.
- ✓ Proactive Compliance Monitor: Continuously scans transaction trends and financial patterns to flag potential audit risks early.
- ✓ Automated Document Intelligence: Instantly parses tax PDFs, validates document claims, extracts core formation variables, and reconciles conflicts.
The Data Is Commodity. The Intelligence Is Ours.
Direct IRS access, court-record feeds, and legal precedent databases will all eventually be licensable by competitors. That's infrastructure—not defensibility.
Logos converts raw feeds into durable, compounding tax intelligence for the business owner—a layer competitors would need years to rebuild, not months.
Vetted Expert Matching on Demand
AI continuously monitors transaction records and IRS changes to flag savings opportunities.
Every approval and CPA-signed filing event is written to your business's Ledger.
Vetted CPA Network
Access a curated network of elite CPAs and tax attorneys specialized in high-value corporate tax strategies. Logos matches you with the right specialist to execute your plan and sign your filings—eliminating the switching lift entirely.
A dual-sided network connecting business owners with under-utilized CPA capacity, offering certified execution in clicks.
Value-Driven Subscription Tiers
Discover ROI
- • Document Vault Storage
- • Conversational AI (Logos)
- • ROI & Savings Estimator
- • Annual Pre-Return Reviews
Optimize & Implement
- ✓ Year-round active scanning
- ✓ Guided implementation specs
- ✓ Secure CPA Portal matching
- ✓ Permanent Ledger timeline
Scale & White-label
- • Multi-entity consolidation
- • Dedicated Partner Portal
- • Custom developer APIs
- • SLA-backed CPA network
Disrupting High-Fee Advisory Retainers
The Disruption Matrix
Estimated Client LTV
$50,000+Reflects continuous subscriber lifecycles extending from early S-Corp setup to multiple entities, growing strategy volumes, and CPA expert matches.
Projected Monthly Churn
<5%The secure Ledger audit trail locks client tax history natively inside our platform, making the switching cost to alternative solutions extremely high.
The $15 Billion Opportunity
SMB owners are trapped between basic tax-prep filing software (TurboTax, H&R Block) and high-cost personal advisory firms.
Primary Target SOM
U.S. S-Corps, Biotech software founders, and SaaS entities with annual revenues between $200K and $5M. High-margin tax strategies (QSBS, R&D credits) are critical for these entities.
CPAs represent a second distribution network, serving as referrals and white-label purchasers.
Founded on Domain Expertise & Personal Mission
David Gillilan
Founder & CEO
20+ years in strategic growth • Kellogg School of Management • Former CPA-firm BD Director
Abhishek Nagaraja
Lead Product Engineer
Built the Logos platform end-to-end • Enterprise SaaS, fintech, AI-native products • UT Arlington
Traction, Architecture, & Roadmap
Completed Architecture
- ✔ Automated Document Intelligence: PDF parsing, metadata extraction (EIN, Entity Name, State, Date), and active context-conflict resolution.
- ✔ Audited CPA Portal: Role-based access logging and client profile gating to protect sensitive company records.
- ✔ System Observability Console: Live 10-endpoint health monitoring dashboard with GCP Workload Identity integrations.
- ✔ Modular `ITaxStrategy` Engine: Full-page conversational AI Advisor (Logos) client interface.
Future Development
Integrate user activities metrics, global admin search controls, and unified dashboard tools.
SMS strategy notification pipelines and automated receipt/mileage logging integrations.
Raising $2.5M Seed Capital
Expand compliance RAG feeds, document parsing pipelines, and AI tax strategy synthesis capabilities.
Grow the vetted CPA partnership directory, integration adapters, and targeted client acquisition models.
Secure direct IRS transcript data integrations, professional licensing audit safeguards, and insurance.
David Gillilan, Founder & CEO | support@logostaxsystems.com | logostaxsystems.com