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.

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 prioritise 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.

Blogs

Tax Tip Tuesday- Hiring Your Kids

*this transcript was taken from our Tax Tip Tuesday series on Youtube. You can watch the video here. Hey everyone, I hope you're ready for another Tax Tip Tuesday. So I get a lot of questionsRead more

Can I write off a cruise?

On the week of September 16th I was with my family on a Disney Halloween themed cruise ship, enjoying the all encompassing experience of being out in the middle of the ocean for four nights. I haveRead more

Be Aware of Tax Issues While Working Abroad

Here are three quick things to know about working abroad. Issue 1: Section 199A To qualify for the Section 199A deduction, your business income must be effectively connected with the conduct of a tRead more

Creating More Business Meal Tax Deductions After the TCJA

Here’s good news for business meals: the Tax Cuts and Jobs Act (TCJA) removed the “directly related and associated with” requirements from business meals. The net effect of this change is toRead more

Impact of Death, Retirement, and Disability on the 179 Deduction

What tax effect would death, retirement, or disability have on you or your business? Here’s an easy example to illustrate. Let’s say that in 2017, you purchased for business use a pickup truck wRead more

Take Advantage of the 199A Deduction for 2019

If you operate your business as a pass-through entity, such as a proprietorship, partnership, or S corporation, the profits of that business can generate the Section 199A tax deduction. No-ProblemRead more

Roth IRA versus Traditional IRA: Which Is Better for You?

Roth IRAs tend to get a lot of hype, and for good reason: because you pay the taxes up front, your eventual withdrawals (assuming you meet the age and holding-period requirements—more on these beloRead more

Beware: IRS Error in Rental Property Deduction Publication

Here’s a heads-up on mortgage insurance. Personal Residence Mortgage Insurance The deduction for mortgage insurance on a qualified residence ended on December 31, 2017. But don’t give up on theRead more

Incorporation Is Not for Everyone

If you’re not good at paperwork, the corporate form of business is probably not for you. Let me tell you about a tax court case involving William H. Bruecher III. He learned a lesson by payingRead more

Can the IRS Require Odometer Readings with the Mileage Rate?

Do you claim your business miles at the IRS optional rate? If so, imagine you are now being audited by the IRS for your business mileage. The IRS has requested odometer readings for your vehicle. YouRead more

Proven Tax Reduction Strategies for Sole Proprietors

If you operate your business as a sole proprietorship, there are many strategies to reduce your taxes. Let’s start with the following 10: Use the Section 105 plan to make your health insurance aRead more

The Brains Behind Our Rebrand

We’re paying all of our attention to Medical Professionals You’ll notice we’ve made some big changes around here. We’re saying goodbye to Gallati Professional Services and coming backRead more

Don’t neglect your financial health any longer.

Practice some self-care.

Credentials & Affiliates