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

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

Our Pricing: The Cerebral Difference

One of the most frequent comments I receive from potential clients is “I am really surprised by your higher prices. It is not what I am used to but then again, you are different from my current taxRead more

The Seven Deadly Sins of Small Business Owners

In our Facebook live episode, we've covered the “7 Deadly Sins of Small Business Owners."  I discuss the ways small business owners get in trouble with the IRS and how they can correct thoseRead more

3 Tax Reform Changes To Save You Money

We hosted a Facebook live event on Tax Reform Changes.  You can watch the whole video here.  Here are my Top 3 Tax Reform Changes to save you money. Tax Reform Change #1: Lower Individual TaxRead more

Why are kids so awesome for tax savings?

On our “Kids And Why They Are Awesome for Tax Savings" Facebook Live session, I discuss tax planning strategies and some of the ways your kids can be a benefit for saving money during tax time. Read more

The Basics of S-corps

There’s an old Morgan Stanley slogan that says “You must pay taxes. But there’s no law that says you’ve gotta leave a tip.” That’s a great attitude to keep in mind as we work through all Read more

Tax Planning with a Certified Tax Coach

A separate service from tax preparation, tax planning is the key to successfully and legally reducing your tax liability. By making tax planning part of your yearly strategy, you can use our experienRead more

Don’t neglect your financial health any longer.

Practice some self-care.

Credentials & Affiliates