Our story is your story

To call someone a cerebral thinker, is to say that they make decisions based on intelligence and careful thinking, rather than emotions. You could say that cerebral thinking is exactly how this all started.
 
I grew up in a family of physicians… and then I married one.  

The first three months of my husband’s paycheck were going straight to the IRS.

Those hours were lost.
 
Emotion fired me up to do something, but cerebral thinking enabled me to put my worries to the side and focus all my efforts on delving deep into the tax strategies that would allow us to keep more of our hard earned money.
 
I set up Cerebral to support medical professionals and business owners struggling with the same worries.
 
We’re not the financial people you’re used to hearing about.

“The level of support we needed.”

“We found Alexis through the White Coat Investor website and it has been a completely different experience. We felt very comfortable with her pretty quickly. As we worked with her further, it became clear we were finally getting the level of support we needed. She responds within a day by email and is available via video or telephone conference, if necessary, usually within a couple of days. She has been professional and knowledgeable about the tax process and she is genuinely a very nice person. We finally feel like we have the tax support our family needs with her. She has been a pleasure to work with and we appreciate her help and expertise. We highly recommend her!”

– Dr. Kieron Barkataki and Anusha Krishnadasan, PhD (Bakersfield, CA)

Our core values:

Your Best Interests 

You can’t get to your wealth goals without trusting your tax advisor. We do what is best for our clients and not for our pocketbooks through communication and building relationships from a place of honesty and integrity. Our tax saving and tax planning strategies are unique for each client.

Knowledge seekers

We’re dedicated to keeping up with the latest tax industry trends and expanding our education and skills throughout the year.

Communication is King

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.You’ll receive detailed, accurate answers to your questions in less than 48hrs.

Do Unto Others

We treat our clients like how we want to be treated using a professional service. Our team members and clients are our family – we love our family and want to do right by them and provide the best tax services possible. 

Easy, efficient, secure

It’s our job to make your experience with us as easy and efficient as possible without sacrificing results. 

Focused on ROI

There is no reason to work with us if we can’t save you money! That’s why we guarantee a 100% return on your investment and have transparent pricing and a no “nickel and dime” policy.

Audit avoidance

All of our tax strategies are court-tested and IRS approved to save you tax. We will not recommend a strategy that we do not feel comfortable defending in an audit. 

Sound like a good fit?

The Team

Alexis

Founder & Lead Tax Strategist

I love getting to know my clients and educating them on the ways to use the tax code to their advantage. The moment their face lights up with understanding and excitement about ways I can help is worth each and every minute I spend working. Also my clients are genuinely nice people, which makes them really enjoyable to work with.

When I’m not working or writing books, I love spending time with my horse, Bernie. Although I don’t get out to ride him much with four kids, a business, and a household to run- even getting to groom and love on him is therapeutic. And of course, I also love spending time with my family.

Heidi

Tax Compliance and Operations Manager

I completed my Bachelor’s Degree in Accounting at Southern Illinois University in 2006. I have been an Enrolled Agent since 2013, and I have worked with healthcare providers for the majority of my 16 years in public accounting.

Taxes are my jam! I love the complexity and the challenge of strategizing to help my clients save tax dollars. I genuinely enjoy getting to know the clients I work with and building those relationships.

Outside of work, I love spending time with my husband and our two children. I am an avid reader, often reading over 60 books a year.

Alexandra

Tax Compliance Senior

I love the world of taxes.  My love for mathematics has naturally led to a career in accounting.  Since 2012, I’ve been an Enrolled Agent and helped many businesses and individuals with their tax compliance needs. After more than a decade of working in this field, the thing I love most is the opportunity to truly help people. As the Tax Compliance Senior at Cerebral, whether it’s giving guidance or helping people meet their financial goals, I give my clients my best.

When I’m not working, I enjoy spending time with my husband Jon and our three children. We like to go to the lake and explore the nature trails around our home in Maine. In my free time, whether it’s playing computer games or playing cards, I’m always up for some friendly competition.

Yvonne

Tax & Bookkeeping Associate 

Everyday at Cerebral Tax Advisors I’m learning new things.  It’s a pleasure getting to know our clients. They’re all great people with interesting and different backgrounds.  I’m daily inspired to work harder to serve them well.

Outside work, I enjoy spending time with my family and watching baseball.

Krista

Administrative Lead

I currently reside in Western Massachusetts. I had previously been the practice manager at a medical practice for over 24 years. I am excited to start a new chapter in my life as the Administrative Lead for Cerebral Tax Advisors. I look forward to working with all of our clients.

“Most cost effective solutions!”

Cerebral is the missing piece to my business. Alexis helped me put in financial controls and helped source the most cost effective solutions to my daily business. All the while, her team has been meticulously cleaning my books to make sure that every transaction is properly logged so that I have a clear look at the success our business is having. I could not be happier with Alexis and her team. Hiring her was the best decision I’ve made as a business owner.

– Michael S. Huang

When we say we’re going to do something, we do it, and we do it well. You have our word.

Ready to do something about your taxes?

Know someone who can use our tax services?

Send us a referral.