We are Cerebral Tax Advisors. We’re not the unreactive tax people you’re used to.
Over the past 10 years, our clients have seen an average of 453.53% return on investment in our tax planning and strategy services.
Recommended by
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 Tax Advisors, we care about your taxes the way you care about your patients.
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“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.
We create strategic plans tailored to our clients’ needs to help them lower their tax bills, enabling them to save thousands of dollars over time. Our proactive approach to tax preparation starts long before tax season and allows clients to start saving money sooner, leading to even greater savings in the long run.
We offer more than just money-saving opportunities; our services free up time so clients can spend it with their families, on growing their practice or pursuing their passions.
Why Choose Us As Your Tax Strategy Consultant?
White-Glove
Service for
Medical Professionals
We specialize in tax strategies for healthcare professionals and understand the unique tax challenges doctors and dentists face. Every plan is tailored to each client’s specific financial situation.
We don’t take on everyone. We intentionally keep our client base small to provide a personalized, high-touch experience for every client.
Proactive Tax
Strategy and
Clear Communication
Most tax professionals are reactive; they just focus on filing your tax return. At Cerebral, we focus on tax savings. We don’t wait until tax season to find deductions and strategies to help keep more of what you earn. Instead, we are PROACTIVE. We plan ahead and meet with our clients throughout the year to find opportunities to reduce their taxes.
No Commissions or Kickbacks.
Just Honest Advice
Too many financial advisors recommend products that benefit themselves rather than their clients. Having deep ties with the medical community, we’ve seen this happen to physicians way too often.
At Cerebral, we do things differently. We don’t sell products, and we don’t take any commissions or kickbacks. This means every strategy we recommend is designed with your best interest in mind.
2x Return On Investment Guarantee
We guarantee that our clients will 2x the investment they make on the design of their tax plan, and we take pride in being able to save them money. For example, with an investment of $10,000, you’re guaranteed a minimum of $20,000 in annual tax savings, or you get the tax plan for free.
There is no reason to work with us if we can’t save you money!
We’re tax advisors:
✓ Specialized in supporting Private Practice Physicians and Healthcare Professionals…
✓ At all stages of their careers:
- Physicians who recently finished their residency
- Solo practitioner and locum doctors – Case Study: Jeff Bassett
- Partner Medical Practices
- Hospital doctors & surgeons with a side gig – Case Study: David Eskind
- Professionals operating a Medical Center – Case Study: Eye Care Clinic
- Business Owners selling a Medical Practice
Don’t neglect your financial health any longer.
Practice some self-care.
Credentials & Affiliates
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.
