We are Cerebral Tax Advisors. We’re not the unreactive tax people you’re used to.
In the first year alone, our clients see an average 100%-250% return on investment in our tax planning and strategy services.
Like many medical professionals we talk to, it’s highly likely you’ve been the target of some financial scammers. “Advisors” who promise the world but only care about their own bank account or selling products.
I know because it’s happened to me too. Being in a family of physicians, and then being married to one, has opened my eyes to the world of dishonest people who try to take advantage of physicians in practice.
At Cerebral Tax Advisors, we care about your taxes the way you care about your patients.
.
“Alexis has been a huge help for us. We couldn’t recommend her services more! Her tax planning and strategies were exactly what we were looking for. Her expertise and understanding of our situation has saved us thousands of dollars. We are so grateful for her and tell our friends about her. She’d be a great help to any other physician as well.”
Nelz & Dr. Krystal Samuel
Tigard, OR
We’re not just here to give you back lost money.
We’re here to give you back lost time.
We create strategic plans tailored to our clients’ needs to help them lower their tax bills, enabling them to save thousands of dollars over time. Our proactive approach to tax preparation starts long before tax season and allows clients to start saving money sooner, leading to even greater savings in the long run.
We offer more than just money-saving opportunities; our services free up time so clients can spend it with their families, on growing their practice or pursuing their passions.
Why Choose Us As Your Tax Advisor?
Focused on Physicians & Business Owners
For over 20 years, we have been helping our clients become tax efficient by specializing in tax planning for physicians, high-earning professionals, and business owners.
100% Return On Investment Guarantee
We guarantee that our clients will receive a 100% return on investment on the design of their tax plan, and we take pride in being able to save them money
Court-Tested Strategies to Avoid The Taxman
We only recommend tax strategies that are court-tested and IRS approved. We’re confident in our abilities and feel comfortable defending our strategies.
Select Number Of Clients In 40+ States
We intentionally keep our number of clients small in order to provide the highest level of service to each and every one of them.
With Your Best Interest in Mind
We are committed to putting our clients’ interests first, never selling products or taking kickbacks on strategies we recommend.
We’re tax advisors:
✓ Specialized in supporting Private Practice Physicians and Healthcare Professionals…
✓ At all stages of their careers:
- Physicians who recently finished their residency
- Solo practitioner and locum doctors – Case Study: Jeff Bassett
- Partner Medical Practices
- Hospital doctors & surgeons with a side gig – Case Study: David Eskind
- Professionals operating a Medical Center – Case Study: Eye Care Clinic
- Business Owners selling a Medical Practice
Don’t neglect your financial health any longer.
Practice some self-care.
Credentials & Affiliates
Check out our free introductory ebook
Implementing tax planning strategies can lower or even eliminate taxes. This ebook gives you a brief overview of what you need to start your tax strategy journey.
