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 prioritize the importance of care, and care about what’s truly important.

We have our own rules of practice too:


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


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.


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.

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 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.


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

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

PPP Loan Forgiveness - Action Steps

The PPP Loan you received is a 2-year loan @ 1% APR in which payments start within 6 months from the funding date. Most borrowers will request the loan forgiveness within that first 6-month period toRead more

Are you getting as much mileage out of your deductions as you could be?

The quickest way to put more money in your pocket is to reduce taxes. But if you’re a savvy taxpayer – or you have an experienced tax preparer on your side – there are a myriad of possibleRead 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