Tax Services for Physicians, Business Owners and Real Estate Investors
At Cerebral Tax Advisors, we specialize in helping high-earning professionals—such as physicians, business owners, and real estate investors—navigate their unique tax challenges. Our expert team develops strategic tax plans designed to minimize liabilities, achieve long-term financial goals, and ensure compliance with evolving tax laws.
Clients often seek us out for our tax planning expertise and stay with Cerebral for many years because of the personalized, white-glove service that sets us apart. We’re committed to providing hands-on support every step of the way, proactively updating your plan as your situation evolves or tax laws change, ensuring peace of mind throughout your tax journey.
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Proactive Tax Planning
When you’re working, you don’t want to be worrying about an upcoming tax bill. But chances are, like many business owners, you dread tax season. We don’t blame you – we’ve been through that pain ourselves. It’s hard to move forward when you don’t know how much money you’re about to lose to the government, and how hard it’s going to hit your work and your family.
We proactively work with you to update your strategic plan that Cerebral helps to apply throughout the year, to minimize your tax obligations and save you thousands in the long run.
We’ll give you a clear roadmap to guide you through all financial decisions that could incur tax consequences so you have the confidence to take opportunities and avoid pitfalls. No more stressful surprises!
How we help
• Proactively reduce your taxable income
• Plan for major financial events like selling a business
• Ensure compliance with evolving tax regulations
• Maximize tax deductions specific to your business or profession
Tax Preparation
At Cerebral, tax preparation is more than just filing forms – it’s about ensuring accuracy and optimizing your returns.
- Personal Tax – Filing a personal tax return (Form 1040) can be just as daunting as a business tax return. The process can lead to costly mistakes if you’re overwhelmed by seemingly endless forms. Instead of trying to translate complicated tax code, let us take it off your hands.
- Corporate & Partnership Tax – Federal and state tax regulations are constantly in flux. We help you to understand your obligations and apply tax strategies to improve your bottom line. We’re here to help you avoid mistakes and ultimately put your business in the best position for growth.
- Estate, Trust, and Gift Tax – You may quickly find yourself in charge of an estate or trust with little to no warning, leaving you feeling unprepared and overwhelmed during an already stressful time. Our experts are here to help you prepare your tax filings properly and give you the confidence you need as a trustee or personal representative.
How we help
• Maximize deductions and credits to lower your tax bill
• Full compliance with federal and state tax laws
• Stress-free filing with zero paperwork on your end
IRS & State Tax Representation
Getting news of an audit sounds like your worst nightmare. Beyond finding the time to get the necessary paperwork in order, it can be nearly impossible to untangle and understand the complicated tax laws that may apply to your case.
With a federally-licensed Enrolled Agent at your side, you can breathe easier. We’re up to date on the nuances of the IRS tax code and have many years of experience dealing with the IRS and various tax authorities. With us at your side, you can be confident that you are being properly and aggressively represented before federal and state tax agencies.
And we’ll be with you every step of the way.
How we help
• We will sit down with you to review your notice. We will go over it together, and we’ll explain everything. We will help you collect the documents you need for the audit.
• If any issues come up, we are prepared. If necessary, research will be done for the specific details pertaining to your case.
• We will review the audit determination with you and explain its meaning clearly.
• If your situation warrants an appeal, we will be there, guiding and helping you through the tax representation process.
Outsourced Bookkeeping
Whether you are a single-owner business or have multiple locations, Cerebral has the industry knowledge to keep your business financials in order, ensuring clean and accurate accounting for optimal financial health.
Bookkeeping is essential for lowering your tax liability and maintaining organization, especially for physicians managing their practices. Accurate and up-to-date financial records ensure you can track deductible expenses, maximizing tax deductions and minimizing taxable income.
Proper bookkeeping allows you to identify and rectify errors early, avoiding costly mistakes and potential penalties. It also provides a clear picture of your financial health, enabling better budgeting and financial planning. With organized records, you can easily prepare for tax season, reducing stress and saving time.
By keeping detailed financial records, you can make informed decisions thatcontribute to the overall success and profitability of your practice.
How we help
• Monthly bookkeeping and account reconciliations
• Detailed financial reporting to guide your decisions
• Ensures you’re prepared for tax season without any surprises
CFO Services
Our CFO Services provide strategic financial management for medical practice owners. We help you optimize cash flow, manage budgets, and track key performance indicators (KPIs) to enhance profitability and guide business growth.
Whether you’re expanding, acquiring equipment, or facing cash flow challenges, our tailored services deliver insights and support for better decision-making. Additionally, we ensure accurate partner allocations and revenue tracking, especially for multi-location practices.
Ideal for both new and established practices, our CFO services allows practice owners to focus on their core operations while ensuring financial efficiency and strategic growth.
How we help
• Cash Flow & Forecasting: Improve cash flow management for better financial planning.
• Growth Budgeting: Create budgets that support your expansion and financial goals.
• KPI Tracking: Track performance metrics to optimize practice efficiency.
• Partner Allocations: Ensure fair and accurate financial allocations for multi-partner practices.
Schedule a Free Tax Discovery Session
After answering a few questions, please choose a date and time for the meeting. Your answers will help us be better prepared to analyze your situation.
During this 30 minutes virtual meeting, we’ll take some time to get to know each other.
We’ll discuss:
- Your unique scenario
- How we are different from other tax professionals
- How our 2x ROI guarantee works
- How we determine the return on investment in our services
- Our pricing and next steps
- Any questions or concerns you may have
Ready to Schedule? Fill out the form ➟
Note: To honor our 2X ROI guarantee, our clients must earn a minimum of $400,000 in taxable income annually and own a business earning $50,000 or more as an independent contractor. For those without a business but earning $400,000 or more in taxable income annually, we offer an Investor Package, which is popular among medical professionals with high W-2s who also invest in real estate and other investments.
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