We'll treat your taxes the way
you treat your patients

You didn’t learn about tax in med school.

Nobody told you what to do about your student loan debt, how to save, what to invest in,
or what happens when you go from making nothing to making a lot.

We know what it’s like – we’ve been there!

We understand better than most how quickly your hard
earned money can disappear if you’re not watching it carefully.

Click the About us button to learn more about Cerebral Tax Advisors and our story.

About us

We support Private Practice Physicians and
healthcare professionals at all stages of their career

Our clients have these things in common:

They’ve got grit

A strong work ethic, resilience and determination has enabled them to get to where they are.

They’re big on trust
and loyalty

They do what they say and don't care for nickel and diming. Neither do we.

They’re Rocks

For their patients, for their co-workers, for their families. They prioritize the importance of care, and care about what’s truly important.

We have our own rules of practice too:

Care

Our advice and support is always rooted in a desire to make your life better.

Empathy

We say never judge a person before you’ve walked a mile in their scrubs. We’ve been through what you’re going through, and we always approach a solution with your best interests at heart.

Conviction

Our virtual office is always open. When you’re on call, when you’re drinking that 4th cup of coffee at 2am. Day or night, you can rely on us.

"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 tax. We’re here to give you back lost time.

Time to spend with family, on growing a practice, and on living your passion.

Don’t neglect your financial health any longer.

Practice some self-care.

Book a Tax Check-up

Blogs

How to make sure you keep your retirement money

Most people, regardless of how much income they earn, are taught that setting aside money in an employer-sponsored and/or individual retirement account is the best way to ensure that money will beRead more

What is income shifting, and how can it reduce my tax burden?

The ability to create more cash flow from the money you already make is a key step towards building true wealth. One way to accomplish this is through a strategy known as income shifting. IncomeRead more

What changes does the Secure Act bring? How might physicians be affected?

At the end of 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) act was signed into law, bringing in new changes and adaptations with regards to retirement savings. On theRead more

Where to start with choosing an entity

Okay, let’s start at the very beginning - what actually is an entity? A business entity is an organization that has been created by one or more people to carry on a trade or business. We’re goingRead more

5 success rules for your S-corp

So you’ve set yourself up as an S-corporation. As your business grows, it’s great to think about yourself as a separate entity from the business, so you’re not muddying the waters betweenRead more

Tax Tip Tuesday: Passive Income

*this is a transcript taken from our weekly Tax Tip Tuesday videos on Youtube. You can watch it here. Hey everyone. Welcome to another Tax Tip Tuesday. My name is Alexis Gallati with Cerebral TaxRead more

Tax Tip Tuesday- 2019 Year-end tax tips to lower your liability

*this is a transcript taken from our Tax Tip Tuesday videos. You can find the full version on Youtube here. Hey everyone, welcome to another Tax Tip Tuesday. My name is Alexis Gallati, and I'm withRead more

Tax Tip Tuesday- The Augusta Rule

*this is a transcript taken from our Tax Tip Tuesday videos. You can watch the whole thing on Youtube here.Read more

How Locum Tenens can register a tax ‘home’ while working in different states

Becoming a Locum Tenens Physician is ideal if you want to take your work across the country. You’ll be in a position of greater work flexibility, be able to explore different states and cities, andRead more

Tax Tip Tuesday: Employee vs. independent contractor

Hey everyone, welcome to another Tax Tip Tuesday. Today, I'm going to be discussing the difference between employees versus independent contractors. This is a really important topic because if youRead more

Tax Tip Tuesday: Records to keep when building a house

*this transcript was taken from our Tax Tip Tuesday post on Youtube. You can watch the video here.Read more

How industry expertise and a detailed plan will save one physician over $145,000 over the next 5 years

When David reached out to Cerebral for help, tax planning became more than just saving money. He was able to walk away with a long term financial plan. David had never had a tax conversation thatRead more

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.