We’re not the financial people you’re used to hearing about

In the first year alone, our clients see an average 100%-250% return on investment in 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, we care about your taxes the way you care about your patients.

It all starts with trust.

Our core values:

Your Best Interests 


You can’t get to your wealth goals without trusting your advisor. We do what is best for our clients and not for our pocketbooks through communication and building relationships from a place of honesty and integrity.

Knowledge seekers

We're dedicated to keeping up with the latest industry trends and expanding our education and skills throughout the year.

Communication is King


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.You'll receive detailed, accurate answers to your questions in less than 48hrs.

Do Unto Others

We treat our clients like how we want to be treated using a professional service. Our team members and clients are our family - we love our family and want to do right by them. 

Easy, efficient, secure

It’s our job to make your experience with us as easy and efficient as possible without sacrificing results. 

Focused on ROI

There is no reason to work with us if we can’t save you money! That’s why we guarantee a 100% return on your investment and have transparent pricing and a no “nickel and dime” policy.

Audit avoidance


All of our tax strategies are court-tested and IRS approved to save you tax. We will not recommend a strategy that we do not feel comfortable defending in an audit. 

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.

nelz and dr krystal samuel

"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.

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

Your tax journey

The strategy varies but the journey is the same. You'll receive a uniquely designed Tax Blueprint which will be implemented with Cerebral's Tax Operating System (TOS) to guarantee a 100% return on investment. Your tax plan and all your tax service needs will be maintained in one of our Tax Maintenance Packages.

Discovery

We’ll get to know each other and discuss your needs and concerns. We'll gather the necessary details to start your tax situation's assessment.

Blueprint

We design a tax plan to optimize your current financial situation for tax efficiency through court-tested, IRS approved strategies.

TOS

TOS is the "Tax Operating System" we use to help you implement the tax strategies you decide to move forward with in an efficient and effective manner

Maintenance

With a monthly Tax Maintenance Package you'll have the annual and on-going tax services you need to maintain and update your tax plan and continue to put more money in your pocket.

Don’t neglect your financial health any longer.

Practice some self-care.

Blogs

Avoid early IRA withdrawal penalties by using the 72(t) rule

Have you been saving for your retirement? If you’re making a high enough income, you’re likely building up healthy retirement savings. If you’ve also been receiving a match on yourRead more

Should I pay off my mortgage or invest?

Professionals with high incomes are often faced with difficult financial choices. One of the most common and difficult choices is whether to focus on paying off a mortgage. Doing so can remove one ofRead more

When do I file MFS versus MFJ?

Your marriage status has a large impact on your taxes. But even when you’re married, you still have a serious tax choice to make. While taxes aren’t the most romantic topic to discuss with yourRead more

Changing the character of your income to save tax

If you’re making money, you’re going to pay taxes. There’s simply no way around it. However, the nature of your income will determine the amount you pay in taxes. Furthermore, you can changeRead more

How to make taxes less daunting

Well, we all fear the unknown. And for many business owners and medical professionals, April is the month of the unknown. How much money will I owe? How much money will I have left? What are theRead more

Why real estate can help lower your tax bill

Too many doctors rely purely on W-2 income, and the harder you work and the more patients you take on, the higher your taxes end up being. For physicians and similar busy professionals, real estateRead more

How can I strategize my tax planning as a W-2 only earner?

Form W-2 is the most commonly filed tax document in the US. It’s a simple document that employees file every year. These taxes will cost you 10% to 37% of your income, depending on how much you makRead more

Your objections, fears and worst-case scenarios of working with us

Today let’s take a moment to address the elephant in the room.  You may not have had the best experience with financial advisors so far in your career.  Many of our clients were preyed on byRead more

How a couple saved $126,000 in tax for retirement, and found peace of mind during a big business change

Jeff and Trisha are a couple with two kids living in California. When they came to Cerebral for advice, Jeff had recently changed from doing W-2 work to running his healthcare business as a full 1099Read more

Signing bonuses and their tax implications

A signing bonus is a financial incentive that an organization or business offers a prospective employee in order to woo them to join up. It could be given in the form of a one-time major cash paymentRead more

Should I buy a vehicle through my healthcare business?

Buying a vehicle through your business isn’t entirely different from buying one personally. But before you buy a vehicle under your business’s name, there are several factors you must consider.Read more

Step-by-step tutorial of the Mega Backdoor Roth through Fidelity Investments

I am always looking for ways to put more money into my retirement. Chris and I currently have 10 (yes ten!) retirement accounts with a mixture of pre-tax and post-tax accounts. Each account has its oRead 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.

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Advanced Tax Planning for Medical Professionals

Credentials & Affiliates