New to Cerebral? Learn the Tax Journey!
Follow this 5 step process to make sure we are a good fit.
Step 1
- Are we a fit?
- Do you earn over $400,000 in taxable income annually as a health care professional or business owner?
- Do you have more than $50,000 as an independent contractor (Form 1099)? This does not include rental income.
- Do you pay over $100,000 in annual tax?
- Have you reviewed our tax planning services and pricing page?
- Are you ready to work with an implementation-first team of tax advisors who take ownership of the execution for you throughout the year?
If you answered yes to all these questions, you are ready for Step 2!
Step 2
Schedule & Attend Your Tax Discovery Session
During this initial virtual meeting, we’ll take some time to get to know each other. We’ll discuss:
- Your unique scenario
- Our preliminary tax strategies – what we feel is best for you
- How we are different from other tax professionals
- The 2x Savings Guarantee: Calculated on structural tax code changes only
- Our pricing and next steps
- Any questions or concerns you may have
Step 3
The Agreement
You’ll receive a quote and an agreement to review. At this point, you’ll have all the information you need to decide whether you want to hire Cerebral to provide you with a plan for delivering these tax savings. If everything looks good to you, you sign the agreement, we give you access to your private Client Portal, and we schedule a Deep Dive Session.
Congratulations! You are now a Cerebral client. Get ready to start saving!
Step 4
Tax Deep Dive Session
During the Deep Dive Session, we’ll go much deeper into your numbers, your goals, and your long-term objectives to ensure we have all the information we need to design a plan that will maximize deductions and minimize your tax burden. Once the plan is designed, we’ll have a Tax Plan Delivery Session, where we’ll go over all the details, as well as the pros and cons – and tax savings – of each of the strategies that we recommend. Once you determine which strategies you want to move forward with, we’ll help you with the implementation of each of these strategies, and you will move into your Maintenance Package.
Step 5
Maintenance Package
Once your Tax Plan is designed and we have begun implementing the strategies, you enter the ‘Verification’ phase. This ongoing process is essential because a tax plan is only as strong as the records that support it. Here we move into a “Maintenance” cycle that keeps your plan updated, audit-ready and defensible all year long. The Maintenance Package includes:
- Execution Management
- Tax Preparation & Ongoing Tax Planning
- Priority Calendar Access
- Quarterly Bookkeeping Review
- Coaching on Proper Bookkeeping and Recordkeeping
- Audit-Ready Recordkeeping
- Audit Protection Plan
- IRS Account Monitoring
We are now ensuring an efficient tax savings journey for you all year!